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.