šµ Annual Wealth Dashboard - a reimagined way to budget your money effectively and make progress towards your monthly & annual financial goals
What's included:
Highly customizable currency, year, starting month, & categories for income, expenses, investments, savings, debt, & net worth
Insightful transactions tab with dependent drop-down categories, ability to track payment methods, & transaction highlighter by category/month
Monthly budget tabs - separate tabs for each month that provides a more proactive vs. reactive budgeting system
No spend calendar - filter on month to see which days you are not spending money! Includes up to 30 expense categories to select as exceptions
FI/RE projections - calculate your FI # and FI age based on your current investments, annual contributions, expected spending in retirement, and SWR %. Also calculates how many financial freedom days you have unlocked so far based on your current investments.
Sinking fund tracker - track up to 15 of your short-and medium-term savings goals using a fun, coloring page-style tracker
Debt payoff tracker - enter your current debt information and select the Avalanche or Snowball method, and the tracker will calculate the most optimal debt payoff strategy and monthly payoff schedule
Net worth tab - track your monthly net worth trends and visualize your current assets, investment tax allocation, and progress to FI
Annual review - view your financial summary and progress to your goals year-to-date
