├── current-version.txt ├── archive ├── README.md └── Personal Finance (Net Worth) v1.4 RC.xlsx ├── screenshot.png └── README.md /current-version.txt: -------------------------------------------------------------------------------- 1 | 1.4 2 | https://github.com/hozza/Personal-Finance-Net-Worth-Tracker 3 | -------------------------------------------------------------------------------- /archive/README.md: -------------------------------------------------------------------------------- 1 | Folder for versioned spreadsheets exported from Google Sheets for backup/reference. 2 | -------------------------------------------------------------------------------- /screenshot.png: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/hozza/Personal-Finance-Net-Worth-Tracker/HEAD/screenshot.png -------------------------------------------------------------------------------- /archive/Personal Finance (Net Worth) v1.4 RC.xlsx: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/hozza/Personal-Finance-Net-Worth-Tracker/HEAD/archive/Personal Finance (Net Worth) v1.4 RC.xlsx -------------------------------------------------------------------------------- /README.md: -------------------------------------------------------------------------------- 1 | # Personal Finance (Net Worth Tracking) Spreadsheet 2 | 3 | A simple to use community-driven advanced spreadsheet (Google Sheets/Excel) for personal finance management, net worth tracking, general money management, financial goals and FIRE (Financial Independence Retire Early). _Grown from the knowledge and interests of various Reddit money-based sub-reddits._ 4 | 5 | _Designed for British Pounds in the UK (GBP£) - but I'm sure it could work for other currencies/countries too. 6 | Make sure to check for new versions as they may include bug fixes, improvements and new features!_ 7 | 8 | **View the current version spreadsheet (Google Sheet) here, to use/edit it yourself choose `File > Save a Copy`:** 9 | 10 | > v1.4 RC https://docs.google.com/spreadsheets/d/1SvsWl_Nj67ivaAWdlqbZ9fKyZ5p-1k8LB8TPVK6eWxg/edit?usp=sharing 11 | 12 | 13 | ![Personal Finance Net Worth Tracking Spreadsheet Google Sheets](https://raw.githubusercontent.com/hozza/Personal-Finance-Net-Worth-Tracker/master/screenshot.png) 14 | 15 | 16 | ## Table of Contents 17 | 0. [Features](#features) 18 | 0. [Todo & Coming Soon](#todo) 19 | 0. [Why does this exist?](#why) 20 | 0. [Why is it free?](#license--cost) (TL;DR - community developed, you can donate time/money or not) 21 | 0. [Where?](#where) Links: [Project Home GitHub](https://github.com/hozza/Personal-Finance-Net-Worth-Tracker/), [Help @benhoskins64 Twitter](https://twitter.com/benhoskins64), [Donations](https://www.paypal.me/bhoskins745), 22 | 0. [Change-log & History](#change-log--history) 23 | 0. [Extra information in the Wiki](https://github.com/hozza/Personal-Finance-Net-Worth-Tracker/wiki/). 24 | 25 | ## Features 26 | 27 | - **Emergency Fund KPI**, keep track of your disaster fund/buffer. 28 | 29 | - **Networth Tracking**, keep track of assets and liabilities, visualise trends and growth/loss. 30 | 31 | - LA - Liquid Asset _(Cash & equivalents)_ 32 | - A - Asset _(Stuff you own)_ 33 | - S&S - Stocks & Shares _(Other peoples stuff you own)_ 34 | - FX - Foreign Exchange _(Other currencies/FOREX)_ 35 | - DCE - Crypto Exchange _(Cryptocurrency e.g. Bitcoin)_ 36 | - L - Liability _(Stuff you owe, loans, credit cards etc)_ 37 | 38 | ## Why 39 | 40 | After looking around online for something suitable to track personal finance, and seeing the people of Reddit using their own various spreadsheets ([r/FinancialIndependence](https://www.reddit.com/r/FinancialIndependence), [r/FireUK](https://www.reddit.com/r/FireUK), [r/PersonalFinance](https://www.reddit.com/r/PersonalFinance), [r/UKPersonalFinance](https://www.reddit.com/r/UKPersonalFinance/)) - So I decided to put this spreadsheet together... I'm a programmer not a financial advisor and wanted a better way to manage personal finances, but don't have the time or capital to put together a full web-app _just yet_. 41 | 42 | ## License / Cost 43 | 44 | This spreadsheet is free to use for personal use _(at your own peril!)_, the more people use it and provide feedback the better we can make it. 45 | 46 | _Please do not sell or redistribute this spreadsheet/work or claim as your own etc. Refer people to this GitHub page so they can join in and help improve it too!_ 47 | 48 | I'll publish updates as I find the time - donations _(features/feedback/monetary)_ are welcome if you would like to support the project! :) 49 | 50 | ## Where 51 | 52 | ### Project Development: [GitHub: Personal Finance Net Worth Tracker](https://github.com/hozza/Personal-Finance-Net-Worth-Tracker/) 53 | 54 | GitHub is a place where users can donate their time and ideas, open 'issues' with feedback & questions, and where like-minded people can help develop the project by; fork/commit/pull-request their edits/improvements. 55 | 56 | ### Help, Chat, Author: [@benhoskins64 Twitter](https://twitter.com/benhoskins64) 57 | 58 | I'll do my best to help users with any basic questions on Twitter, if it's a bigger problem than expected, or a feature request it's probably best on [GitHub in the 'issues' section](https://github.com/hozza/Personal-Finance-Net-Worth-Tracker/issues). 59 | 60 | ### Monetary Support / Help Fund the Project: https://www.paypal.me/bhoskins745 61 | 62 | I'm a programmer by-day, finance enthusiast by-night! I've used this myself for sometime and thought we could all benefit from pooling ideas and resources - I intend to keep working on it regardless - and every penny goes a long way to freeing up more time and resources to develop the project further! :) 63 | 64 | ### Discussions 65 | 66 | - [First post on Twitter](https://twitter.com/benhoskins64/status/1102002883099324419) 67 | - [First Post on BenHoskins.dev Blog](https://benhoskins.dev/best-personal-finance-net-worth-tracking-spreadsheet-2019/) 68 | 69 | ## Change-log & History 70 | 71 | - 2019-03-02 v1.4 Made first public release copy. 72 | - 2019-01-07 v1.3 Preparation for public release copy 73 | - 2019-01-06 v1.2 Added settings, fixes and Intro tab. 74 | - 2018-08-01 v1.1 Improved graph, formulas & ease of use. 75 | - 2018-07-01 v0 So how does this work. 76 | - 2019-01-06 Still very much in the early stages, works for basic usage currently. Hoping to grow the features with feedback and advice from the community! :) 77 | - 2018-06 Started development in private and using personally, inspired/motivated by the various sub-reddits mentioned above. _(and the lack of a good existing solution!)_ 78 | 79 | --------------------------------------------------------------------------------