Complete Personal Finance Dashboard
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Complete Personal Finance Dashboard
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What's Included
Overview
Your whole financial picture in one spreadsheet. Monthly budgets, net worth tracking, debt payoff calculations, savings goals, investment tracking, side hustle income, and tax prep. See where you stand without logging into six different apps.
We built this for events & weddings professionals who need income and expense tracking and budget by category without starting from a blank spreadsheet. 10 worksheets, all with working formulas.
Tabs include Settings, Dashboard, Monthly Budget, Net Worth Tracker and 6 more. Also covers net worth calculation and tracking. Open it, review the sample data, clear it out, and start running your own numbers.
Live Preview
Scroll through tabs at the bottom to explore all worksheets.
Worksheets Included (10)
Key Features
- Income and expense tracking
- Budget by category
- Net worth calculation and tracking
- Investment portfolio tracking
- Debt payoff planning
- Savings goal tracking
- Monthly financial reports
- Financial goal progress monitoring
Ideal For
- Individuals
- Couples
- Financial planners
- Personal finance enthusiasts
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