Managing your personal finance can be difficult, confusing, and time-consuming.
It’s hard to stay on top of your finances when you’re not sure where to start or what to do next. You might feel like you’re swimming in a sea of numbers and data without any idea what it all means.
PersonalWealth Dashboard- Multi-year- Google sheet is the solution for you. This beautiful and robust spreadsheet will help you organize your financial data, keep you accountable for tracking your expenses and savings, and automatically generate visualizations that will motivate you to achieve all your financial goals.
With this essential tool, you’ll have a clear understanding of where your money is going and how to make it work harder for you.
What is a Personal Wealth Dashboard?
This is a tool built in Google Sheets. The file contains several tabs (essentially, it’s like having your own model) that you can use to input all sorts of information and produce beautiful visuals for clarity on your finance situation at once!
How is it helpful to control my personal finance?
This simple spreadsheet is perfect if you want to get started with your finances quickly without having too much technical expertise. It will help organize all of the data, keep track on both spending and savings so that nothing falls through the cracks – even automatically generate visualizations like bar graphs or pie charts!
This essential tool will keep your finances in place and bring so much clarity to you about your financial situation, and what’s more: it helps you stay focused on your long-term goal: building Wealth towards Financial independence.
This spreadsheet is much more advanced and more detailed than the ONE YEAR dashboard. It brings deep insights about your wealth, your financial situation over months, over quarters, over years and see the TRENDS over years.
What does the Dashboard include?
This dashboard includes:
- Daily log (tracking your daily expenses, income, savings/investments, debt payoff, goals, and monthly net worth)
- FIRE goal sheet (financial independence goal)
- Yearly, Quarterly, Monthly Dashboard
- Year-over-Year Dashboard
- Month-over-Month Dashboard
Can it be used in Excel?
This is a Google Sheets spreadsheet and cannot be used in Excel.
> This spreadsheet is only compatible with Google Sheets
> This spreadsheet is NOT compatible with MS Excel
> You will need a Google account to access and use this spreadsheet
> This spreadsheet may be accessed through the Google Sheets app on any mobile device
> The spreadsheet is SEMI-AUTOMATED. This means you have to manually enter all your data. The dashboard, charts and/or calculated fields will automatically update based on your inputs real-time.
> This is a digital file. No physical item will be shipped to you
> Due to the digital nature of the product, we are not able to accept returns, exchanges or cancellations. But please contact us if you have any problems with your purchase