2024 Wealth Dashboard Kit (Annual + Multi-Year bundle)

The 2024 Wealth Dashboard Kit provides one source of truth for all your financial data. The kit includes two Google Sheets spreadsheets (originally priced at $35/each).

The Annual Dashboard is meant to be used on a day-to-day basis throughout the year to stay on top of your money in the short-term. 

Highly customizable currency, year, starting month, and categories for income, expenses, investments, savings, debt, & net worth accounts. Includes an insightful transactions tracker with dependent drop-down categories, ability to track payment methods, and a transaction highlighter by category/month.

Includes:

• Monthly budget tabs - separate tabs for each month that provides a more proactive vs. reactive budgeting system
• Annual review tab - view your financial summary and progress to your goals year-to-date
• Net worth dashboard - track your monthly net worth trends and visualize your current assets, investment tax allocation, and progress to FI
• No spend calendar - filter by month to see which days you are not spending money! Includes up to 30 expense categories to select as exceptions
• 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
• Sinking fund tracker - track up to 15 of your short- and medium-term savings goals using a fun, coloring page-style tracker
• Credit card tracker - track your credit cards by the credit limit, APR, & annual fee and your monthly credit score. The dashboard will calculate your total credit limit and average account age

The Multi-Year Dashboard allows you to see the big picture of your financial data and progress towards your long-term goals. 

Includes:

• Net worth dashboard - new upgraded view of your wealth
• Quarterly report - ability to filter by quarter and year to see Income, Expenses, Savings, Investments, Debt, and Net Worth data
• Five year review -  view year-over-year trends across your financial categories
• FI/RE calculator -  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.
• Dividend tracker - track your monthly and annual dividends over time
• Income, expenses, savings, investments, debt, and tax dashboards with filtering, slice and dice, and drill-down capabilities

These two spreadsheets work together to provide the most effective money management system that centers around proactive budgeting, tracking, and drawing insights/trends from your financial data. 

• Everything is automated: All you need to do is input your numbers, and the dashboard will do the rest!
• Highly customizable "look and feel": You can easily change the fonts and colors in the dashboard to your liking
• Lifetime access: Make a fresh new copy of the dashboards every year
• 365 Customer Service: Support is available 365 days of the year if you have any questions or run into any issues