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mywealthdiary

Multi-Year Dashboard

Multi-Year Dashboard

$35.00 USD
$0.00 USD $35.00 USD
Sale Sold out
šŸ’µ NEW Multi-Year Wealth Dashboard - a powerful tool for seeing trends and drawing insights on your financial data
  • Easy ability to copy and paste your transactions from the Annual Wealth Dashboard at the end of each year
  • What's included:
    • 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

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- 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

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