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Net Worth & Financial Independence Tracker

Cost: Free

4.88 (977 ratings)

Net Worth & Financial Independence Tracker

This comprehensive tracker helps you monitor your financial independence (FI) journey and net worth. It includes tools to calculate and manage your expenses, assets, income, and investments with a focus on retirement planning and financial goals. Key features include:

  • Expense Tracking: Track monthly expenses, including options to adjust for living in different countries (e.g., FIRE countries) or apply custom budgets and tax rates.
  • Net Worth & Portfolio Overview: Maintain an overview of your assets, including investments in stocks, bonds, real estate, and rental income, with real-time updates on asset performance.
  • Lump Sum Contributions: Plan for large future expenses, such as home renovations or additional savings, with options to account for mortgage payoffs and rental income.
  • Retirement & FI Calculations: Estimate the amount of money needed to retire and the timeline to reach financial independence, adjusting for variables like return rates, withdrawal rates, and expected income from investments.
  • Investment Tracking: Track the performance of individual trades, dividends, and overall portfolio growth, with automated summaries for accurate portfolio analysis.
  • Currency Support: Select and manage different currencies for global investment tracking, with automatic conversion rates to help with multi-currency portfolios.
  • Milestone Tracking: Visualize progress toward financial milestones, such as achieving certain net worth or savings targets.
  • Monthly Updates: Input monthly income and expenses, along with a dynamic budget tool that adjusts to your current financial situation and future goals.

This sheet is designed for individuals pursuing financial independence (FIRE) and anyone looking to track their long-term financial journey.

About

Creator: Unkwnown

Follow us on Instagram: @thisismarc22

Update frequency: Quarterly

Creation date: Unkwnown

Last Update:

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