Ultimate Wealth Planner
WHAT YOU GET:
I personally use this Wealth Planner for my finances.
This is the budget template for google sheets I recommend the MOST. The Ultimate Wealth Planner is a one stop shop to keep all your finances in one place. Breakout your expenses into the 6 most needed categories.
I have another version of this Ultimate Wealth Planner that breaks out your budget categories into needs vs. wants rather than these 6 major categories. Check out that Ultimate Wealth Planner here.
-1 Ultimate Wealth Planner template for google sheets! 10 tabs.
- Tab 1: How to Use
- Tab 2: Net Worth Tracker
- Tab 3: Budget
- Tab 4: Income Tracker
- Tab 5: Savings Tracker
- Tab 6: Expense Tracker
- Tab 7: Expense Breakout
- Tab 8: Monthly Dashboard
- Tab 9: Yearly Dashboard
- Tab 10: Year at a Glance
If you only want one spreadsheet, the Ultimate Wealth Planner is for you! Keep your net worth, budget and expense tracker all in one place.
This spreadsheet is easy to use and very customizable for your needs. Whether you have a fixed salary, multiple sources of income, are a contractor or most of your salary is bonuses or commissions, this spreadsheet works for you!
Room to add as many budget categories as you like. You get to customize and make this spreadsheet your own. Additionally, add as many paychecks as you want from multiple sources of income!
See and track your income, saving and expenses easily and visually by using the monthly and yearly dashboard! Compare your expectation to your actual expenses all in one place.
Learn to budget and track your net worth EASILY! To read more about how to create your own budget, read this or to learn how to calculate your net worth, read this.
Additionally, for a list of budget categories you may be forgetting to include, read this.
How to Track Your Expenses
How to Calculate Your Net Worth
How to Create a Realistic Budget & Save Money
4 Must Have Savings Account Types
Why Everyone Needs a Budget
MESSAGE FROM SOFI:
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Additionally check out my blog, Saving with Sofi!
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NOTE: THIS IS AN INSTANT DOWNLOAD/DIGITAL FILE. No physical product will be sent to you.
HOW IT WORKS:
This is an instant digital download - you will get a PDF with a link to your budget template in google sheets! Copy the link into your browser, clicking the link WILL NOT WORK.
No refunds, exchanges, or cancellations on digital purchases. Please read my refund policy for more information.
FOR PERSONAL USE ONLY:
File may not be shared or re-sold.