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Excel spreadsheet big financial picture tracking needed -

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  • Excel spreadsheet big financial picture tracking needed -

    Dear White Coat Investor. Thank you for your book. It motivated me to understand my financial stats and create a comprehensive spreadsheet.

    I would like to create a spreadsheet that would track my "big financial picture" on an annual basis. I would like to accommodate the following trackers: net worth/balance sheet, tax efficiency - effective tax rate, savings contributions (additions/withdrawals) and savings rate, account growth rates and graphs for a visualization.

    I just started thinking about it. At this point I am investing my time in learning Excel (newbee) and design of the spreadsheet. I would take the advise of my fellow physicians who already have done it.

    Interestingly, after plugging in some numbers - such as account values for last 3 years from my investments.... i realized that i am pretty flat in my net growth from the investments... and i don't even know my savings rate... It made me think that my financial picture is pretty complex and futile at the same time... I am looking forward to reduce the number of the accounts to make the tracking more reasonable... it is enlightening...

    Best wishes

  • #2
    I'm happy to share the spreadsheets that I use for the exact same purpose - I'll PM those to you.  But, my best suggestion is start with mint.com.  I think that is a lifesaver and it will automatically load information from all of your accounts.  Then you can easily plug those numbers into a larger spreadsheet once per month.  Let me know if you have any questions.

    -moneyhappens.net

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    • #3
      For investment specific charts and data - I'd recommend personalcapital.com as a free way to track your investments... again, automated so you don't have to enter data every month.

       

       

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      • #4
        thank you for the references. trying to test personal capital now... fancy program however i am a little skeptical. still have to be convinced that my personal data is worth giving away...

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        • #5
          I am interested in seeing what you develop as a spreadsheet, nopro!  Good luck!

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          • #6
            I like personal capital as well. I've been using it for a year. They call you on the phone periodically to try to sell their product. I talked to them once to see what they had to say but otherwise ignore them!

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            • #7
              I've had a couple of requests for the net worth/financial plan/budgeting spreadsheet that I use for my family.  I've emailed it out to a few members here - happy to share - if you want a copy just drop me a PM.

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              • #8




                I’ve had a couple of requests for the net worth/financial plan/budgeting spreadsheet that I use for my family.  I’ve emailed it out to a few members here – happy to share – if you want a copy just drop me a PM.
                Click to expand...


                PM sent.

                Thanks!

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                • #9
                  I use personalcapital.  Way better than mint!

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