Through the wonders of Google Sheets & a bit of techno magic, you can do exactly that
Live tracking of your entire portfolio - Helping you know where you stand financially.
A user-friendly interface helps make managing your budget & finances both simple and easy.
Detailed tracking gives you feedback on how you're progressing, reinforcing good habits!
Intuitive & simple to use features to make your finances smarter.
Live prices for ETFs, Stocks, Crypto & Managed Fund assets with built-in Dividend Tracking.
Tracks your monthly Net Worth (including Investments, Property, Retirement Funds, Side Income etc) alongside expenses each month, resulting in an easy to read monthly report.
An easy to use Budget tab with built-in automations, helping you set aside savings each month and plan for those lumpy and irregular expenses.
Designed from the ground up to be easy to use with minimal input.
Unlike 3rd party solutions, you control and host your own financial data. No bank integrations are required, nor is any personal or financial information held or shared with unknown parties. You're in control of your data. Learn More.
Tracks and captures progress made on Loan & Debts, including Mortgage payments and Credit Card debt.
Automatically optimizing when & what investments to rebalance into, calculating a proposed amount based on your guidance before sending you a reminder when it's time to invest.
Support for live currency conversion on all international assets, with international asset values automatically converted to your local currency live on the fly.
Choose between Australian, UK, US & EU regions with region specific features & currency customisations (ie. Super/Pension/IRA).
Built to include every kind of financial asset in your life.
Loved by over 10,800+ users, the Sheet can provide everything you need to generate awareness, track investments and save more.
"Thanks again for an amazing spreadsheet, you're a legend, everyone should know about this, it's benefits are not only incredibly helpful but motivational."
"I just wanted to say a big thank you for creating something that's so flexible and easy to use yet offers such rewarding insights and inspiration to strive for financial goals."
"My partner and I have our finance night at the start of every month, we make the updates and run through the numbers. It's a time of the month we really enjoy. We sit down together with a cup of tea, view our progress and get satisfaction from seeing that the sacrifices we make to save will enable our financial freedom in years to come."
"This is awesome and will be my go-to spreadsheet moving forward. Thanks a lot for an amazing spreadsheet."
"Is it wrong how excited I am about getting time to try this out?"
"This spreadsheet is the best money I ever spent - thank you :)"
"This is great, nice work mate! Have been wanting to get something like this together for so long but never able to find the spare time."
2 different versions of this Sheet are offered.