Personal Finance Spreadsheet Bundle, Financial Templates Google Sheets Bundle, Debt Tracker, Budget, Savings, Net Worth Spreadsheets
In 5 carts
Price:$11.65
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Highlights
An all-in-one personal finance spreadsheet bundle for Google Sheets. Everything you need to track + amp up your finances. The financial templates includes a debt tracker, a budget spreadsheet, a savings tracker and a net worth spreadsheet.
All of the finance spreadsheets are created to be very (very!) easy to use. You won't even need any experience with Google Sheets. And although minimal in their design, the trackers are fully comprehensive. So whether you're a finance spreadsheet novice or a seasoned guru, this bundle has you covered.
Read on for details on each spreadsheet below. Here's to leveling up your personal finance game. You got this!
DEBT PAYOFF TRACKER
- Compare + choose the strategy of your choice: the snowball method, the avalanche method or a custom order for paying of your debts.
- Track up to 30 debts up to 30 years.
- Adjust your payments anytime.
- You'll find everything you need on just one sheet. No need to switch between different sheets, tabs, or views. From overviews and payoff dates to exact payments: is all on one page.
- There are only four steps to get started: set your start date, choose a strategy (snowball / avalanche / custom), pick your initial extra monthly payment and add the basics about each debt. The spreadsheet will then automatically calculate all of your payments and payoff dates per debt.
BUDGET SPREADSHEET
- The budget tracker works for any time period of your choice: monthly, weekly, biweekly, per paycheck or any custom time frame.
- You can set up your budget within minutes. Step-by-step instructions are included, as well as an example worksheet. Thanks to the numerous automatic calculations, the heavy lifting will be done for you instead of by you.
- Everything you need is located on one worksheet. You'll find overviews, charts and details per category and subcategory at the top. Below, you can list all of your transactions which will auto-populate the rest of the worksheet. A breakdown of your spending will show you where your money goes.
SAVINGS TRACKER
- You can add up to 20 funds to the sinking funds tracker.
- To get started, simply enter basic input is as few as 3 cells and you'll see your charts come to life! Thanks to the numerous automatic calculations, the heavy lifting will be done for you instead of by you.
- Unique about this spreadsheet is that everything is consolidated on one sheet instead of multiple tabs. With an overview per fund at the top and contributions/withdrawals below, you'll have everything in one spot.
NET WORTH TRACKER
- Calculate your current net worth and watch it evolve over time.
- Four steps to set up the tracker:
Step 1: Set your start date.
Step 2: Adjust categories if needed.
Step 3: Add your current assets and liabilities.
Step 4: Update your numbers monthly.
- Everything is conveniently located on one tab. You'll find totals, charts, assets and liabilities all on this sheet. You can track a couple of months, a year or multiple years.
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