If you love my Monthly Personal Dashboard, you may love this Dashboard even more.
Take your financial journey to the next level with our Wealth Dashboard. This advanced Google Sheets spreadsheet is designed to help you organize your financial data, track your expenses, savings, and debt payoff, and generate visualizations that motivate you to reach all your financial goals. Achieve financial independence with ease using our deep insights and comprehensive analysis.
This spreadsheet is much more advanced and more detailed than the other one. It brings deep insights about your wealth, and your financial situation over months, over quarters, over years and see the TRENDS over years.
If you love my Monthly Personal Dashboard, you may love this Wealth Dashboard even more.
What is a Wealth Dashboard? How is it helpful in my personal finance journey?
It is made in Google Sheets spreadsheet and contains several sheets linked together.
It will help you organize your financial data, keep you accountable for tracking your expenses and savings, and automatically generate visualizations that will motivate you to get Financial Independence. It’s perfect if you want to get started quickly with an easy-to-use spreadsheet without having to learn complicated programs like Excel.
This essential tool will keep your finances in place and bring so much clarity to you about your financial situation, and what’s more: it helps you stay focused on your long-term goal: building Wealth towards Financial independence.
This spreadsheet is much more advanced and more detailed than the other one. It brings deep insights about your wealth, and your financial situation over month, over quarter, over year and see the TRENDS over years.
Supports multiple years of data and allows for year-over-year analysis.
What does the Wealth Dashboard include?
This Wealth dashboard includes:
- Daily log (tracking your daily expenses, income, savings/investments, debt payoff, goals, and monthly net worth)
- FIRE goal sheet (financial independence goal)
- Yearly, Quarterly, Monthly Dashboard
- Year-over-Year Dashboard
- Month-over-Month Dashboard
Happy Wealth Building!
Can it be used in Excel?
This is a Google Sheets spreadsheet and cannot be used in Excel. It means you don’t need to open your laptop, transfer the file to access it. It can be accessed anywhere as long as you have a Google account and the internet.
P/S: Since this is a digital product, I don’t accept returns, exchanges or cancellations. But please contact me if you have any problems with your order.
If you don’t have a credit card or prefer bank transfer, please select Direct Transfer and email me at email@example.com once you already make the payment (only for Vietnamese customers)
See the video for a detailed view of the whole Spreadsheet and Vietnamese instructions!
P/SS: It’s recommended to use the Wealth Dashboard on a desktop computer when inputting transactions, as the spreadsheet supports a large amount of data and back-end information. However, you can still easily view the dashboard on the Google Sheets app via your smartphone or tablet for convenient access on the go.
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