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Looking for ideas to improve my personal finance / net worth Excel sheet
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Hello everyone! I’m currently enhancing my Excel sheet to track personal finances and calculate my net worth. My aim is to gain a clear overview of my financial situation and monitor my progress effectively. So far, I’ve included net worth tracking, income and expenses, investment tracking, and my monthly savings rate. I’m eager to optimize this tool further and would appreciate your insights on useful metrics to track, visual dashboards or charts to include, and any automation or formulas that could enhance its functionality.
Hello everyone,
I'm currently building an Excel sheet to track my personal finances and calculate my net worth. The goal is to have a clear overview of my financial situation and track my progress over time.
So far, my spreadsheet includes:
- Net worth tracking
- Income and expenses
- Investment tracking
- Monthly savings rate
I would love to improve it further and make it more useful.
Do you have any ideas for:
- Useful metrics to track?
- Visual dashboards or charts?
- Automation or formulas that could help?
- Things you personally track in your finance spreadsheets?
Any suggestion would be greatly appreciated!
Thanks in advance.
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