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Personal Finance (Net Worth Tracker)Version1.4
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Description, Disclaimers & Notes
License, Donations & Feedback
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After looking around online for something suitable to track personal finance, and seeing the people of Reddit using their own various spreadsheets (r/FinancialIndependence, r/FireUK, r/PersonalFinance, /r/UKPersonalFinance) - I decided to but this spreadsheet together... I'm a programmer not a financial advisor and wanted a better way to manage personal finances, but don't have the time or capital to put together a full web-app just yet.
Free to use for personal use, don't sell this spreadsheet or claim as your own etc.
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Tweet feedback & suggestions to @benhoskins64
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https://twitter.com/benhoskins64
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This spreadsheet is free to use (at your own peril!), the more people use it and provide feedback the better we can make it. I'll publish updates as I find the time - donations are welcome if you would like to support the project! :)
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If you'd like to support the project, please donate any amount you feel it's worth.
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Designed for British Pounds in the UK (GBP£) - but I'm sure it could work for other currencies/countries too.1. Buy me a Coffee.https://www.paypal.me/bhoskins745/3
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Make sure to check for new versions as they may include bug fixes, improvements and new features!2. Buy me 'Something Stronger'.https://www.paypal.me/bhoskins745/10
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3. Super-Support the Project.https://www.paypal.me/bhoskins745/20
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Setup4. Pay what-you-want...https://www.paypal.me/bhoskins745
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a. "Save a Copy". To use this, choose 'File' then, 'Save a Copy' to save a personal & private copy for editing.
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b. Fill out the 'Settings' sheet tap. Last tab on the right below.Thank you...
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c. Add your history. Follow the instructions below to fill out your financial history as far back as you can.Change Log
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2019-01-07v1.3Preparation for public release copy
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Instructions2019-01-06v1.2Added settings, fixes and Intro tab.
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2018-08-01v1.1Improved graph, formulas & ease of use.
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GOTCHAS: White & Grey background cells you can edit. Do not edit any cell with a Blue or Green background. Using the ISO 8601 date format YYYY-MM-DD because sanity. This RC (public release copy) is filled with example data, remove it and add your own.2018-07-01v0So how does this work.
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Updates: This spreadsheet checks GitHub (an app store for programmers) for new versions of the spreadsheet, if there is a new version available a message will be shown on this spreadsheet.
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1. Update 'Assets & Liabilities' at end of each financial quarter on the 'Assets & Liabilities' tab.TODO
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Q1 = Jan, Feb, Mar. Q2 = Apr, May, Jun. Q3 = Jul, Aug, Sep. Q4 = Oct, Nov, Dec.Retirement planning calculator - WIP
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If you need to add a new column, right-click the previous quarters column (the column title/letter) and choose 'insert 1 column right'. This insures the charts and formulas auto-update without any fiddling about.Advanced mortgage calculator - WIP
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2. Update 'A&L Chart' sheet tab with notes and new quarter total formulas.
Various levels of financial independence calculator - WIP
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If you need to add a new column, right-click the previous quarters column (the column title/letter), choose 'insert 1 column right', select and drag/copy over the previous quarter formulas. This insures the charts and formulas auto-update without any fiddling about.
day-to-day budgets auto-import from banks - WIP
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3. Take a look at the graphs and make plans for your next financial quarter. See 'Dashboard'.
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5. Profit!
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