🔥 One bundle to manage both sides of your money: day to day cashflow and long term net worth.
Why this instead of a tracking app
- No linking to your banking apps
- One off payment, not another monthly subscription
- Your data stays in your own Google account
- Works anywhere you can use Google Sheets
- Built for families as well as individuals
📊 Family Cashflow Tracker
1. Start with Your Story: The Cover page is your family profile, where you write down your dreams, goals, and your family motto - setting the vision for your very own family office.
2. Plan with Purpose: On the Annual Budget (INPUT) page, you map out your expected income and prioritise savings before covering essential and then discretionary expenses - paying yourself first, baby! You can get a few cool icons from the Resource page.
3. Effortless Tracking: The Transaction Log (INPUT) takes care of the nitty-gritty by automatically syncing your custom categories. No more tedious manual entries—just smooth tracking of every dollar in and out.
4. See the Big Picture: With the TTM Annual Dashboard, Calendar-Year Dashboard, and Monthly Dashboard, you get instant, visual insights into your financial health. Whether you’re checking out the past 12 months or a specific month, everything is laid out beautifully.
5. Dreaming Long-Term: For the visionaries, the 10-Year Overview lets you see the long-term trends in income, savings, and spending.
📊10-Year Family Wealth Tracker
✅ See Your Financial Growth Over a Decade – Stop guessing and start tracking.
✅ Instant Net Worth Updates – Your assets, debts, investable assets, retirement funds, FI funds and more update automatically.
✅ Current position & Projection – input your projection year and target number, see which year you can achieve that.
✅ Smart Investment Tracking – See how much you’re contributing vs. how much your investments are growing.
✅ FI & Retirement Planning – Know exactly when you can retire and how much you’ll need.
✅ Easy-to-Use Google Sheet – No fancy software or complex formulas—just plug in your numbers, and the sheet does the rest.
✅ Built for Individuals & Families – Start tracking solo and easily expand as your family grows.