TRACK AND ANALYZE.
Introducing our ultimate personal finance tracker and analysis Microsoft Excel template! Fill it out, refresh the data, and analyze your finances!
Manage your MONEY !
Achieve your financial goals
- Overview of your financial health
- Track where your money goes
- Identify financial leaks
- See your assets grow
- Drill down on your expenses
- Reduce your debt
And so much more!
A quick glance at your financial health
The overview section immediately tells you how healthy you are financially. It has a snapshot of your:
- Net Worth
- Cash Available
- Remaining Debt
- Percentage of Debt Paid Off
- Your Total Assets
- Your Total Liabilities
- Your current emergency fund’s financial value against the goal
- Your current retirement fund’s financial value against the goal
A quick glance at your financial health
The overview section immediately tells you how healthy you are financially. It has a snapshot of your:
- Net Worth
- Cash Available
- Remaining Debt
- Percentage of Debt Paid Off
- Your Total Assets
- Your Total Liabilities
- Your current emergency fund’s financial value against the goal
- Your current retirement fund’s financial value against the goal
Are you spending more than what you are earning?
Find out how much money you spend annually to keep your spending habits in check.
- Have visibility on your annual expenses to determine if you are keeping your expenses lower than the previous years.
- Track the amount of money you earn and how much you spend monthly; this should tell you if you are spending more than you are earning.
- Drill down how much money you spend yearly on each expense category.
The goal is to spend less than what you earn, and you can only do this if you keep track of your earnings and expenses.
Are you spending more than what you are earning?
Find out how much money you spend annually to keep your spending habits in check.
- Have visibility on your annual expenses to determine if you are keeping your expenses lower than the previous years.
- Track the amount of money you earn and how much you spend monthly; this should tell you if you are spending more than you are earning.
- Drill down how much money you spend yearly on each expense category.
The goal is to spend less than what you earn, and you can only do this if you keep track of your earnings and expenses.
Which expense categories drain your pockets?
Understanding what expense type eats the most of your money allows you to take control. This section:
- Tells you what expense categories you spend the most money on.
- Allows you to break down your expenses into three category levels.
- Makes it possible to see how you spent your money per year, per month, per category, and per person who earned the money.
Which expense categories drain your pockets?
Understanding what expense type eats the most of your money allows you to take control. This section:
- Tells you what expense categories you spend the most money on.
- Allows you to break down your expenses into three category levels.
- Makes it possible to see how you spent your money per year, per month, per category, and per person who earned the money.
Track your existing assets and liabilities
How much do you own in investments, cash, and properties? More importantly, how much do you owe?
- Track and break down your assets
- Determine how much money you owe and for what
- Have a glimpse of how much money you must set aside per month for your liabilities
Track your existing assets and liabilities
How much do you own in investments, cash, and properties? More importantly, how much do you owe?
- Track and break down your assets
- Determine how much money you owe and for what
- Have a glimpse of how much money you must set aside per month for your liabilities
Enjoy the following benefits!
- No monthly fees – mobile apps charge annual or monthly dues, but not us!
- Free updates!
- Easily customizable – no formulas and pivots are locked; you can change then colors, too!
- Available in FREE TRIAL!
Download the FREE TRIAL VERSION before making the purchase!
Available in 4 themes!
Black
Fuschia Pink
Duck Blue
Army Green
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