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Better Visualize your Finances

Are you tired of managing your finances in a disorganized way or using an app that doesn't give you what you need? Are you struggling to get a clear picture of your financial standing? Look no further! We a one of a kind Excel spreadsheet for financial planning.

Our spreadsheet is designed to help you manage your finances by entering your cash, investment, and debt amounts every 15 days or every month. Once you input your financial data, the charts will give you a clear visual representation of your financial standing. You can track your income, expenses, and debts in one convenient location, making it easy to budget and plan for the future.

One of the benefits of using this spreadsheet is that it's more secure than an online platform. With the spreadsheet saved on your personal computer, you have complete control over who has access to your financial data.

Our user-friendly and customizable spreadsheet lets you make changes to fit your unique financial situation. The charts show your financial standing for the past six months and all available months, giving you a comprehensive view of your financial situation. You can easily compare your current financial status to previous periods, allowing you to track your progress and adjust your spending as needed. The charts are:


Total cash


Total invested


Total debt

​Cash + Invested - Debt

This is your net worth or the value of your assets, minus the liabilities you owe.

​Cash + Invested

The sum of all your cash and investments

​Cash - Debt

This is your financial liquidity or your ability to pay your debts

.You can download it for free! Use this Excel spreadsheet to understand your financial health and plan for a brighter future.

Personal money tracker
Download XLSX • 78KB

A paid version exists for those who want an even more automated experience. Contact us today to get access to the paid version.

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