Net Worth, Investments, Budget and Debt Snowball tracker template for Google Sheets, Personal Finance, Dashboard, Multi-year planner

Welcome to my shop!

I present to you my Multi-year Personal finance tracker for Google sheets including a Budget Planner, Investment and Debt snowball tabs for you to keep track of every penny you earn, invest or spend.

NOTE: This is a Google Sheets spreadsheet and cannot be used in Excel.

Using this spreadsheet, you can keep track of your expenses and finances. It also automatically generates helpful visualizations that will help you stay focused on your goals.

THE THING THAT SETS IT APART FROM THE REST:

The REPORT page has a unique app script that lets you send a monthly report of your net worth separated in categories such as; bank liquidity, investments in stocks and crypto, real state, debt etc. This asset saves plenty of time, and it lets you see the entire history of your net worth in a clean looking tab.

FEATURES: 10 tabs

∙ README tab with instructions tips & tricks

∙ SAMPLE spreadsheet with mock data

∙ DASHBOARD up to 7 charts + data and info about your asset allocation and net worth goals

∙ REPORT upload a report for the month clicking the run button and see your net worth history over the years

∙ BANK ACCOUNTS & REAL STATE set up the money you have for the most accurate tracking

∙ INVESTMENTS type here the performance of your investments and see them competing against each other

∙ DEBT SNOWBALL, see how much is left to pay and how much money you are saving in interest rates with additional payments

∙ TRANSACTIONS enter all your transactions in one single tab, the spreadsheet will do the rest

After you purchase:

✓ You will need a Free Google account

✓ Use the link provided in the PDF file

✓ Check the README tab for instructions

If you have any questions, feel free to email me at julensanchez@gmail.com or DM me at my IG @julensanchez97

STILL CAN’T FIND THE DOWNLOADS PAGE?

1. Click the “You” tab.

2. Click “Purchases and reviews”.

3. Find your order and click “Download Files”.

4. Click “Download”.

SOME THINGS TO NOTE:

• No physical items will be sent after purchase.

• Due to the digital nature of the product, all sales are final and non-refundable. If you have any questions, please feel free to contact me before purchasing the product.

• Your purchases are for informational purposes only. It is not financial, legal or accounting advice. I am not responsible for any damages, losses, claims, expenses or other liabilities related to your use of the document.