Budget and wealth tracker
Updated: Jul 16
One of the questions I get asked most (besides how to learn about selling options), is how I track my budget, expenses, net worth, income streams and the like.
So I'm sharing the exact spreadsheet I use to manage my finances, as well as our progress towards financial independence.
It has 8 different tabs, as well as 12 monthly tabs to track your expenses.
With these tabs you can:
allocate your income and budget
track your monthly expenses
track your sinking funds
track your net worth
get an overview of your annual expenses
calculate your income streams
check your progress towards financial independence
And much more.
This is a digital product which can be download instantly. It's made for Google Sheets only - it will not work with Excel or Numbers.
It goes for $21.99 - I think less than $2 a month for a tool that empowers you to take control of your finances is reasonable.
And of course if you continue to use it beyond a year, it's free!
I've put together a short video of me setting up the whole sheet - you can see each tab in action and decide if it's for you.
Do note that due to the digital nature of the product, no refunds will be entertained.
Thank you for supporting me! If you need any help or have any feedback, please drop me an email or DM me on Instagram.