Digiwave

Advanced Personal Finance Tracker

Comprehensive Google Sheets template for tracking income, expenses, budgets, investments, and financial goals with automated calculations and visualizations.

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Published December 3, 2025
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Description

Take Control of Your Finances

This Advanced Personal Finance Tracker is a powerful Google Sheets template designed to give you complete visibility into your financial life. Whether you're tracking daily expenses, planning for retirement, or managing multiple income streams, this template adapts to your needs.

Key Features

This comprehensive tracker includes:

  • Income Tracking: Multiple income sources with automatic categorization
  • Expense Management: Detailed spending tracking with custom categories
  • Budget Planning: Set monthly budgets and track progress in real-time
  • Investment Portfolio: Track stocks, bonds, crypto, and other investments
  • Goal Setting: Set and monitor financial goals with progress tracking
  • Net Worth Calculator: Automatic calculation of your total net worth
  • Visual Dashboards: Charts and graphs for quick financial insights

What Makes This Different?

  1. Automated Calculations: All formulas are pre-built and tested
  2. Multiple Scenarios: Compare different financial scenarios side-by-side
  3. Year-over-Year Analysis: Track your financial progress over time
  4. Tax Planning: Dedicated sections for tax deductions and planning
  5. Debt Payoff Calculator: Optimize your debt repayment strategy

Perfect For

This template is ideal for:

  • Individuals wanting to understand their spending habits
  • Families managing household budgets
  • Freelancers tracking irregular income
  • Investors monitoring portfolio performance
  • Anyone planning for major financial goals

Getting Started

After purchase, you'll receive:

  • Google Sheets template with all formulas pre-configured
  • Step-by-step setup guide (PDF)
  • Video tutorial walking through each section
  • Example data to help you understand the system
  • Email support for the first 30 days

Note: This template requires a Google account. All data stays in your Google Drive. The template works on desktop, tablet, and mobile devices through the Google Sheets app.

Start tracking your finances today and build a better financial future!

FAQs (3)

Basic

Free

Core tracking features

1 link

Pro

$19.99

Full system with support

1 link
Free

Basic

Core tracking features

Version 1.0.0

1 Link

Free access to all deliverables

About the Seller
Business Templates Hub

Business Templates Hub

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Notion templates, Google Sheets calculators, and Excel dashboards for business operations. Streamline your workflows with vetted, production-ready templates.

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