Net Worth and Financial Independence Tracker v1.41
 Share
The version of the browser you are using is no longer supported. Please upgrade to a supported browser.Dismiss

View only
 
 
 
ABCDEFGHIJKLMNOP
1
Please do not request edit access. Make a copy by clicking File > Make a copy.

New version available via https://sites.google.com/view/financialindependencesheet/home
2
Include Equity?TRUE
3
Use Budget?TRUE
4
Withdrawl Rate %4.00%
5
Return Rate %7.00%
6
Reference Year2018
7
Avg. Local Tax24%
8
Annual Savings195,865
9
Est. Anual Requirement
82,063
10
Total NW (+/- Equity)121,136
11
FI Number2,051,580
12
13
Total Networth inc. Equity
1,258,987598,484
14
500K NW251.80%
15
750K NW167.86%
16
1M NW 125.90%
17
1.25M NW100.72%
18
1.5M NW83.93%
19
1.75M NW71.94%
20
2M NW62.95%
21
% to FI61.37%
22
Current yrs of expenses
15.34
23
Years to FI2.55
24
Yearly SWR (4%)50,359.46
25
26
Total Invested excl. Equity
670,10754,467
27
500K NW134.02%
28
625K NW107.22%
29
750K NW89.35%
30
875K NW76.58%
31
1M NW 67.01%
32
1.25M NW53.61%
33
1.5M NW44.67%
34
1.75M NW38.29%
35
2M NW33.51%
36
% to FI32.66%
37
Current yrs of expenses
8.17
38
Years to FI4.78
39
Yearly SWR (4%)26,804.29
40
41
ETF / Stocks / Pension53.23%
42
Home equity43.70%
43
Cash3.56%
44
45
Expenses covered by Investments
46
Home / Personal Insurance
1,855Covered29,997
47
Water / Council service136Covered28,142
48
Electric0Covered29,861
49
Mobile0Covered29,997
50
Misc328Covered29,997
51
Internet / TV1,200Covered29,669
52
Transportation4,709Covered28,797
53
Food & Groceries5,141Covered25,288
54
Health Insurance6,000Covered24,856
55
Child est.1,336Covered23,997
56
Rent30,000
Needed: 33479.12
28,661
57
58
Year startYear endYearTotal Income
Total Expenses
Net IncomeSavings Rate
Necessary Total
Discretionary Total
Excess TotalNet Worth
Net Worth Growth
59
1/1/201512/1/20152015----%---29,677-
60
1/1/201612/1/20162016234,21887,161147,05762.79%68,45810,9107,793277,548247,871
61
1/1/201712/1/20172017259,61086,373173,23766.73%68,42610,7597,188427,597150,049
62
1/1/201812/1/20182018284,71388,848195,86568.79%69,22910,6448,975660,502232,906
63
1/1/201912/1/20192019000#DIV/0!000
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
Loading...