Financial Planner SpreadSheet



What started off as a fairly complex spread sheet for keeping tabs on our family’s finances has been refined here into what I hope is an atractive, simple and straightforward tool to help you track the key areas of your finances, and plan for the future you desire.

I’m passionate about this, and want to make it available to as many people as possible, and to exchange the time I’ve invested for a couple of morning coffees.

I’m very keen to receive all constructive feedback, which you can make via the Contact page of this web site.

Key areas –

  • income – from all sources (monthly, annually)
  • expenses / budget – list everything you plan to spend in a month and over a year
  • savings – track your instant access savings
  • investments – a space to add assets and investments
  • planning for financial independence (or retirement)