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Ultimate Wealth Building Dashboard
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Ultimate Wealth Building Dashboard

(3 customer reviews)

Original price was: $60.00.Current price is: $37.00.

Some Details:

All-In-One Main Setup Sheet

Enter your goals, bills, financial independence numbers, expense categories, income sources, investment accounts, sinking funds, etc—all in one place. It’s like having your financial world at your fingertips. (There is a separate setup for debt payoff 💪🏼)

Say Buh-bye to debt 👋

Struggling with debt? I’ve got you covered. Input your debt details, choose your payoff strategy (avalanche, snowball, or your custom order), and see which will save you the most money and time. Visualize your progress and make those student loans, credit card debts, and mortgages a thing of the past.

Monthly Debt Dashboard

Keep track of your debt payments, added debt, interest amounts, and overall progress with this easy-to-use dashboard. You’ll never lose sight of your debt payoff journey, and seeing those balances shrink will feel oh-so-satisfying.

Able to add debt if credit cards are used

Sometimes life gives us one too many curve balls in a month. Which can lead to using our credit cards and not being able to pay off the charges that month. With this spreadsheet you can mark transactions as “added debt” to keep your debt payoff journey as accurate as possible.

Transaction Tracking

Say goodbye to lost receipts and forgotten expenses. Input your transactions and watch them seamlessly update across different sheets. It’s like having a personal assistant for your finances.

Bill Calendar

Never miss a due date again. The calendar keeps all your bill due dates and planned expenses in one place, so you can avoid those pesky late fees and keep your credit score sparkling.

Sinking Funds Tracking

Saving for a vacation, a new car, or just a rainy day? The sinking funds sheet helps you stay motivated with visual progress graphs and a vision board. Enter your goals and track your savings journey effortlessly.

Net Worth Tracker

Keep a close eye on your net worth with this net worth tracker. See the makeup of your assets and liabilities, and watch your wealth grow over time. It’s a great way to stay motivated and on track.

Financial Independence Calculator + Planner

Dreaming of financial independence? Input your details and see how your current investments and contributions stack up against your goals. Calculate your estimated future value and safe withdrawal rates to plan your path to freedom.

Monthly + Annual Dashboards

Detailed dashboards give you a clear picture of your financial health. Track your income, expenses, debt, savings, investments, and net worth with easy-to-understand graphs and summaries.

TABS

  • Budget set up page
  • Debt calculations set up
  • Annual overview
  • 12 Monthly budget pages
  • Calendar
  • Transactions tracker
  • Debt payment tracker
  • Added debt tracker
  • Debt payment overview
  • Monthly debt dashboard
  • Sinking funds tracker
  • Net worth tracker
  • FI/Retirement savings calculator + planner
  • Home page
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Description

Let’s face it:

Managing money can be as messy as trying to parallel park an SUV in a busy city during rush hour while taxis honk at you – It’s stressful, overwhelming, and let’s be honest, not exactly the most thrilling part of adulting.

But.. What if I told you it doesn’t have to be that way?

Enter the Ultimate Wealth Building Dashboard (Cue dramatic music), designed to take you from paycheck panic to financial freedom, all while keeping things super simple and, dare I say, a bit fun.💃🏻

 

So grab a coffee (a glass of wine, or some Aperol spritz if you are like me 🍾) and let’s chat about what makes this spreadsheet your new BFF. (The kind who doesn’t make you feel like you need to spend money )

CURIOUS ABOUT WHAT THE ULTIMATE WEALTH BUILDING DASH COULD HELP YOU WITH?​

🥊Knock out debt

With a data-backed strategy based on your own debt. So you can see if an avalanche, snowball OR a custom strategy YOU CAN SET will be best.

✨Also, account for any “added debt” each month!✨

💰Stop living paycheck-to-paycheck

This spreadsheet helps you create a budget, manage your expenses, create a plan to knock out debt and save more effectively. And also, know where in the world your money is actually going.

🌴Plan for your retirement savings goals

Ever thought, “I have no clue how much money I need for retirement“? Or “Am I saving enough??”. With the FI Calc tab, you can easily see if your current strategy will be enough for retirement, if you need to make changes, or help you set up a strategy/savings goal if you don’t have one.

❤️And more

 

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3 reviews for Ultimate Wealth Building Dashboard

  1. Monica (verified owner) –

    This has been so helpful!

  2. Lauren (verified owner) –

    Video walkthrough and the instructions make setting this up so easy. I am looking forward to using this more.

  3. Maxine (verified owner) –

    Thank you!

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Ultimate Wealth Building Dashboard

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