2021 (& forever years) Wealth Building Money Expense Budgeting Excel Tool Tracking Dashboard Net Worth, Benchmarks and Scenario Calculators

2021 (& forever years) Wealth Building Money Expense Budgeting Excel Tool Tracking Dashboard Net Worth, Benchmarks and Scenario Calculators

CA$44.80

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  • Digital download
  • Digital file type(s): 1 PDF, 3 other files

💰Time for a rich mindset! 💪🏼All net proceeds from the sale of this Wealth Building Tool will go to charity (a different one every month).

PLEASE ASK BEFORE YOU BUY. There are NO REFUNDS WHATSOEVER.

The sheet comes in ($) Dollars and (£) Pound Sterling currently.

This is a FOREVER SPREADSHEET - this tracker can be used FOREVER and does not need to be repurchased for future years, plus tracks previous history!

You simply make a new copy of the Excel spreadsheet, copy in previous year’s data (optional) and then change the year at the top.

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🛠HOW CAN IT HELP?
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I have personally used this Wealth Building Tool since I was $60,000 in debt and got out of it in 18 months because of it. Now, I am nearing $1M in my net worth, a little over a decade later.

🔱 This Excel spreadsheet will help YOU achieve your goals, and stay on track and on top of your financial life by:

✔ Setting Goals for Income, Spending, Saving, Debt & Personal

✔ Tracking income (not just your day job!)

✔ Tracking your spending

✔ State of my Money dashboard to help you see your progress

✔ Ability to be easily reused for years to come to track your progress over time

✔ Benchmarking and calculating different scenarios for emergency funds, your retirement, your net worth and more!

...and using really sexy AF charts that will keep you motivated and be excited about your money (which you should be). 😈

👩🏻‍🎓👨🏻‍🎓It's great for beginners and advanced users of Excel because...

🌿 No need to fiddle with Excel formulas, the expense tracking automatically syncs up with your budget

🌿 No need to fiddle with any of the beautiful Charts, they’re all completely created in harmonious colours and look incredibly clean and minimalist

🌿 ...and you can reuse it for future years to come, you won't need to buy a new one each year. I made this to last so your money will go farther, longer.

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📝FEATURES LIST
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💵Household Budgeting with ANY categories you choose
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💡 You can use the pre-filled ones, or make up your own. The guide also contains information on various categories & what you could do, as helpful tips .


💵Detailed or general Expense Tracking (your choice!)
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📈 Some people like to track down to the detail by listing the date, store and whether or not it has been paid 🙋🏻‍♀️, others, just lump everything under "Food" and the amount.


💵Income and Side Hustle Tracking
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👩🏻‍💻If the average millionaire has 7, I'll bet you have at least 3.

You will be able to track each of the income streams and income amounts, which is helpful for freelancer gig workers like myself.


💵Month & Year End Summaries for Spending, Saving and Debt
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🍾You'll see all the summaries by month and year for spending, saving and debt, against your goals that you set each year.


💵Dashboard tracking of the state of your money
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📊 At a glance, you'll see all of your accounts per month with the net worth increase from the previous month to the year to date, and a summary overview for the year.


💵Net Worth Tracker for the year, and for Previous Years
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📋 See your journey 📈 over time - month to month, annually or since 2009 (like me!)

You can enter in previous data points and it will automatically create beautiful charts.


💵Debt Repayment Charts & Tracking & Repayment Analysis
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⌛ Have debt? No problem, let's track your progress, and create debt payoff scenarios over time! When will you be debt free?

After I used this spreadsheet, I cleared way more than if I had just gone about it without seeing what I was doing. I became creative and found ways to clear my debt based on motivational charts.


💵Assets Management & Analysis
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🗄What do you have in each account? What do you owe? How has it changed over time (fixed assets versus liquid)?

Best of all, you can use this information in your retirement and emergency fund scenarios! 🎉


💵When can I Retire & Emergency Fund Calculators including various scenarios
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🏦Want to know when you can retire, or how much you need to save in each emergency fund?

Use the calculators 🔍 with your ACTUAL NUMBERS 🗂 from the spreadsheet to calculate your retirement date, and how far off you are from your emergency fund goals (along with helpful tips on the side).

You can also play around with various scenarios.


💵Net Worth Benchmark tracking
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🔥Want to know how you're doing for your age/income?

I have included Net Worth calculators ☄, including your personal finance score calculations so you can use YOUR actual numbers from the spreadsheet to see how you're doing. 😎

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🔍DOWNLOAD INCLUDES
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🔑 The BLANK spreadsheet that you should save a copy of for future use

🔑 An EXAMPLE spreadsheet with visual comments/notes to help you in stick note format

🔑 A detailed PDF guide with screenshots and notes on every single aspect of the wealth building tool

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💌Get in touch!
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As always, I am available if you need help.

📬 You can see more of the spreadsheet @ TheBudgetingTool.com

📬 You can contact me at sherry [at] savespendsplurge.com

📬 Message me via Instagram (@saverspender)

📬 Come visit me via my blog SaveSpendSplurge.com

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I don't accept returns, exchanges or cancellations. But please contact me if you have any problems with your order.

Sherry of Save. Spend. Splurge.

Sherry of Save. Spend. Splurge.

Owner of saverspender

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5 reviews

5 out of 5 stars
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Amber 16 Jan, 2021

5 out of 5 stars

This is the only spreadsheet you'll need if you want to get out of debt and move towards savings. Sherry was very patient with my questions. The spreadsheet is comprehensive and covers all areas of household finances.

Purchased item:

amycranky 28 Jul, 2020

5 out of 5 stars

This budget tracker was just what I was looking for, without having to do all the coding and design myself. Its already helping me determine and achieve goals with the super cute graphs! It also come with a PDF guide that is very useful and appreciated.

Purchased item:

Tiffany Petersen 07 May, 2020