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.