Saving & Investing Workbook
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.