A handy spreadsheet for keeping track of your current financial position across a number of separate accounts. Helping you to reduce debt or track savings.
The idea behind it is simple –
- On the 1st of Each month you put the current balance of each of your accounts
- Over time, you can track your financial position and spot any trends early, plan for the future etc
I started using it to try and track paying back my student loan and reducing my debt, but over time its usage grew and I now use it to track all accounts, credit cards etc.
Links
View the Spreadsheet – View the Wealth Tracker Spreadsheet
Start using the spreadsheet – Start Using the Wealth Tracker Spreadsheet
Take a Look
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View the Summary Tab, it shows:
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Overall Balance Graph
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Annual Balance Graph
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Account Breakdown Graph
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Annual Start Balance Chart
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Average Monthly Saving by Year Chart
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Monthly Saving Chart
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View the Data Tab
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There is some example data to demonstrate usage
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Each Month has its own row
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Each account has its own column
Instructions for Use
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Getting Started
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Sign into your Google Account
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Go to “File”, then “Make a copy”
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Give your version a name
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Click “OK”
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Setting Up
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Go to “Set Up” Tab
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Enter a correct start date (in the green box)
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Enter up to 10 accounts (in the green area)
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Change the target monthly saving /month to values that are appropriate (in the green area)
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Go to the “Data” tab
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Select the cell range B2: K31
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Press Delete to remove the example transactions
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Entering Records
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Go to the “Data” tab
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On the row that corresponds to the current month, enter balance for each of your account.