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Personal Finance Bundle Save $44

Personal Finance Tracker Template for Google Spreadsheets

Keep all your finances in one place - income, expenses, savings, and investments. This Google Sheets template updates automatically as you add transactions. Customize categories to match how you actually spend.

Personal Finance Tracker Template Preview
Track Everything Monitor income, expenses, assets, and debts all in one spreadsheet.
Spending Insights See exactly where your money goes with visual breakdowns.
Lifetime Updates All future improvements included at no extra cost.
Personal Finance Bundle 5 templates included • Save $44

One-time purchase • 14-day money back guarantee

Ready-to-use Spreadsheet Template

What You'll Know About Your Money

Personal Finance Dashboard
Know Your Flow

See Where Every Dollar Goes

Stop wondering where your money went. Know exactly what you're spending - and spot the categories eating your budget before they become problems.

  • Find hidden spending leaks
  • Know your true expenses
  • See patterns month to month
Net Worth assets minus debts
Monthly Spend total expenses
Savings Rate % of income saved
Bill Tracking recurring expenses
Income all sources
Asset Tracking Interface
Complete Picture

Know Your True Net Worth

See everything you own in one place. Finally know your real net worth - not a guess, but the actual number based on all your accounts.

  • Find forgotten accounts
  • See your total wealth
  • Know what you're building
Cash Account bank accounts, cash
Cash Equivalent deposits, T-bills
Bond govt, corporate
Stock AAPL, VTI, VOO
Brokerage fidelity, vanguard
Real Estate houses, land
Vehicle cars, boats
Digital Asset domains, NFTs
Cryptocurrency BTC, ETH
Equity start-ups
Collectible art, watches
Commodity gold, oil
IP patents, books
Savings retirement
Other anything else
Debt Tracking Dashboard
Debt Clarity

Know Exactly What You Owe

No more avoiding the total. See all your debts in one place and know exactly what it takes to become debt-free.

  • Face the real numbers
  • See your debt-free path
  • Track every payment
Mortgage home loans
Credit Card revolving debt
Student Loan education debt
Auto Loan vehicle financing
Personal Loan unsecured debt
Expense Tracking Analysis
Find Savings

Spot Money Leaks Fast

See which categories cost you the most - and whether that spending matches what actually matters to you. Make cuts that feel right.

  • Find your biggest expenses
  • Compare months instantly
  • Know your savings rate
Income Sources salary, side gigs, passive
Expense Categories needs, wants, savings
Savings Rate % of income saved
Net Cash Flow income minus expenses
Financial Insights
Stay Motivated

Watch Your Progress Build

See your net worth grow, your debt shrink, and your savings rate improve. The visual proof you need to stay motivated.

  • Watch wealth grow over time
  • Celebrate milestones
  • See how far you've come
This Month Current Snapshot
3 Months Recent Trends
6 Months Half-Year View
12 Months Annual Overview
Your Way

Customizable & Flexible

Easily customize the tracker to match your specific needs. Add, remove, or modify categories to fit your financial situation.

  • Add custom categories
  • Modify tracking sections
  • Adapt to your needs
Dashboard Overview
Setup Guide
Sample Data Included
Free Updates

Ready to take control of your finances?

Instant downloadLifetime accessFree updates foreverLive Demo

Simple 4-Step Process

How It Works

1

Download & Access

Get instant access to the tracker via Google Sheets. One-time purchase, lifetime access.

2

Enter Your Data

Add your income, expenses, assets, and debts to start tracking your finances.

3

See Your Insights

Watch as the tracker automatically calculates your net worth, spending patterns, and savings rate.

4

Track & Improve

Use the insights to make better financial decisions and track your progress over time.

Customer Reviews

What Our Customers Say

"If I get half as good at handling my finances as you are at customer service, this'll be the best $26 I've spent lately."

J Jenny Verified Buyer

"Great tool! Simplifies financial planning without the hassle of complex spreadsheets."

F Fazia Search Marketing Manager

"I recently purchased your super convenient spreadsheet, it really helps me!"

J John Verified Buyer

"They're great and super intuitive. Thank you!"

M Mira Verified Buyer

Built for Results

Why This Template Works

Complete Tracking

Monitor income, expenses, assets, and debts in one place.

Easy to Use

Enter numbers in highlighted cells. Pre-built formulas do the calculations.

Google Sheets Based

Access anywhere, on any device. Cloud-based.

Always Improving

Free updates included at no extra cost.

Privacy First

Your data stays private. We never see it.

Lifetime Access

One-time purchase. Own it forever.

Got Questions?

Frequently Asked Questions

Is this template free to use?

This template is not free, but it is available for a one-time purchase. This purchase gives you lifetime access to the template and all future updates.

What do you mean by lifetime access?

Lifetime access means that you will have access to this template for as long as you need it. You will not be required to pay any additional fees for continued access to the template or any future updates.

Do I need to sign up to use this template?

You don't need to create an account with us. The template works in Google Sheets, so you'll need a Google account. If you don't have one, you can create one for free at google.com. After you purchase the template, copy it to your Google Drive, and start using.

What are the benefits of using this template?

This template offers a range of benefits, including: Easy-to-use interface, Customizable to suit your needs, Secure and private, Regular updates and improvements, One-time purchase for lifetime access.

Can I get future updates?

Yes, you will receive all future updates to this template at no additional cost. This ensures that you always have access to the latest features and improvements.

Do you offer any discounts?

At this time, we do not offer any discounts on this template. However, the template is available for a one-time purchase, which provides lifetime access and free updates.

Do you have any access to my financial data?

No, we do not have access to your financial data when you use this template. The template is designed to be used in your own Google Sheets account, ensuring that your financial information remains private and secure.

Is this template financial advice?

Our templates are not financial advice. They are tools designed to help you manage your personal finances more effectively. If you need personalized financial advice, consider consulting with a financial advisor or accountant.

Can I make my own changes and customize this template?

Yes, you can make your own changes and customize this template to suit your needs. The template is designed to be flexible and adaptable, allowing you to add or remove sections, change formulas, and adjust formatting as needed.

Do you offer technical support?

This is a self-service product, and we do not offer technical support. However, if you encounter any issues or have any questions about the template, please contact our team for assistance. Because everyone's financial situation is unique, consider consulting with a financial advisor or accountant if you need personalized financial advice.

Do you offer refunds?

Yes. We offer a 14-day money back guarantee on all paid products. If you're not satisfied for any reason, contact us within 14 days of purchase for a full refund.

Can't find the answer you're looking for? Contact our team

Limited-Time Offer 26% off
$39 $29
Live Demo

One-time purchase

Personal Finance Bundle 5 templates included • Save $44

Highlights:

Instant download
Lifetime access
Free updates forever

Ready to Start Tracking Your Finances?

Get instant access to the Personal Finance Tracker and start monitoring your income, expenses, and net worth today.

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Private & secure

Your financial data stays on your device. We never see it.

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Need help?

Check our guides or reach out with questions.

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