Net Worth and Financial Independence Tracker v1.41
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Please do not request edit access. Make a copy by clicking File > Make a copy. (available via https://sites.google.com/view/financialindependencesheet/home)
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Include Equity?TRUE
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Use Budget?TRUE
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Withdrawl Rate %4.00%
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Return Rate %7.00%
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Reference Year2018
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Avg. Local Tax24%
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Annual Savings197,094
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Est. Anual Requirement
82,063
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Total NW (+/- Equity)121,038
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FI Number2,051,580
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Total Networth inc. Equity
1,070,959410,093
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500K NW214.19%
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750K NW142.79%
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1M NW 107.10%
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1.25M NW85.68%
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1.5M NW71.40%
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1.75M NW61.20%
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2M NW53.55%
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% to FI52.20%
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Current yrs of expenses
13.05
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Years to FI3.21
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Yearly SWR (4%)42,838.35
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Total Invested excl. Equity
504,719(111,284)
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500K NW100.94%
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625K NW80.76%
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750K NW67.30%
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875K NW57.68%
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1M NW 50.47%
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1.25M NW40.38%
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1.5M NW33.65%
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1.75M NW28.84%
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2M NW25.24%
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% to FI24.60%
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Current yrs of expenses
6.15
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Years to FI5.46
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Yearly SWR (4%)20,188.76
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ETF / Stocks / Pension47.13%
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Home equity51.37%
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Cash4.19%
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Expenses covered by Investments
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Home / Personal Insurance
1,629Covered23,381
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Water / Council service110Covered21,752
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Electric0Covered23,271
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Mobile0Covered23,381
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Misc310Covered23,381
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Internet / TV1,200Covered23,071
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Transportation4,754Covered22,181
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Food & Groceries5,514Covered18,627
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Health Insurance6,000Covered17,867
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Child est.1,230Covered17,381
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Rent30,000
Needed: 196225.573333333
22,151
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Year startYear endYearTotal Income
Total Expenses
Net IncomeSavings Rate
Necessary Total
Discretionary Total
Excess TotalNet Worth
Net Worth Growth
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1/1/201512/1/20152015----%---29,579-
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1/1/201612/1/20162016234,21889,002145,21662.00%68,43010,8609,712274,550244,971
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1/1/201712/1/20172017259,61089,870169,74065.38%68,81810,86210,190436,561162,011
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1/1/201812/1/20182018284,71387,619197,09469.23%68,99911,4376,783660,865224,305
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1/1/201912/1/20192019000#DIV/0!000
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