Spreadsheet for in vestments
I am trying to organize and make things easier for me to digest. I was looking for a template or budget sheet or someone to make it for me - I am not tech savvy.
I want something that allows me to have the year up top, and all my things I am investing in ie roth, 401k, brokerage, wife’s Roth, wife’s brokerage, kids UTMA x2 accts, extra principal on mortgage.
My idea/intent is to set a value of dollars I’ll contribute that calendar year - and try to reach that goal. Then under that I’ll have the table. Left side column would be those accts and top of each row would be the months of the year. I’ll simply plug in the amount contributed that month and that will subtract from the yearly goal. Once goal is met, green? Color coded would be nice lol.
Then the other would be an investment growth excel. Regarding my brokerage, Roth and 401k then my wife’s brokerage and Roth. I just want to be able to see the charts all in one place. Not necessarily a graph that goes up and down. But the numbers month by month.
Let me know if this is dumb, conceivable, or a waste of time. Help me figure this out but I really think this will help me - especially the first one.
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