Saving & Investing Workbook

Saving & Investing Workbook

  • $29.00

Track your savings & investments with this spreadsheet that accounts for both historical and projected balances.

This spreadsheet focuses on:

  • determining your current and desired asset allocation
  • calculating your expense ratios
  • tracking historical and projected returns on investments
  • projecting future investment balances
  • totaling your investments by tax status

Check out a preview and more details of this spreadsheet on my YouTube channel (the "Personal Finance Spreadsheets Overview" video shows a brief overview of all spreadsheets and check back later for a detailed video of each separate workbook!).

Please note that while the cells are protected in this workbook to ensure formula integrity, there is a password in the instructions tab that allows you to unprotect all sheets and customize the entire workbook as you wish.