Personal Finances Tracker (UNLOCKED)
Originally published: 30/07/2019 08:09
Last version published: 01/11/2019 20:53
Publication number: ELQ-85350-4
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Personal Finances Tracker (UNLOCKED)

Simple model that calculates user's Net Worth and serves as a monthly budget tracker.

NOTE: A free DEMO version of this model can be found at:

● A personal Balance Sheet, clear & simple
● Tracks assets, loans, income, & expenses
● Budget & balances drive Net Worth calculation

This model contains the following elements:
● Track your Assets, Debt, and Net Worth with this simple tool
● Input sources of Income, annual Expense Budget, and Investments/Securities held
● Displays monthly Loan balances and adds Equity component to Net Worth calculation

A substitute for the complication of Quickbooks or other personal finance software that purports to "make your life easier", but just adds confusion with too many screens, features, and functions. This model distills Assets, Liabilities, and Income into a calculation of Net Worth that includes the effects of Mortgage, Car, and Student Loans.

The model also contains sections for the user to create a simple monthly Budget, enter their currently-held securities, and keep track of their financial portfolio to calculate equity/fund and overall Rate of Return & Compound Annual Rate of Return.

This template contains clearly-labeled input cells. All other cells are locked for calculation, labeling, or other use. This focuses the user on the Key Assumptions they have control over, and prompts an accurate forecast.

We also provide model customization and build-out on an hourly or project basis. Please contact us for more information. Thanks.

This Best Practice includes
1 Excel Model

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