Budget, Networth, and Financial Independence Tracker

The Intentional Investor is proud to present the ULTIMATE Budget, Networth, and Financial Independence Tracker.

On the "Budget" tab, you will be able to easily input and track your projected and actual income, deductions, and all of your expenses. You will be able to categorize each of your expenses as a "Need" or a "Want" so you can dive deeper into your spending habits.

The "Budget Summary" tab will cleanly and effectively organize and showcase your total income, deductions and expenses. You'll see all of your expenses broken down into their categories, your projected and actual spending per category will be presented, and the spreadsheet auto-calculates your projected and actual savings rate! You will also have your expenses categorized in the respective "Needs" vs "Wants" categories so you can easily determine where most of your expenses are going.

With my favorite, the "Net Worth" tab, you'll be able to input and track your Net Worth every month! Your Net Worth tracker is broken down into the following categories: Liquid Assets, Investment Assets, Hard Assets, and Liabilities/Debts. Every month (or whatever frequency you prefer), you go in and input your respective account balances and then your Net Worth will be auto-calculated! Plus, you'll be able to track your month-over-month net worth change (includes a chart)!

The "Financial Independence (FI) Progress" tab is your go-to solution to project how close you are to financial independence! Whether you invest in real estate, stocks, or both, you can track how much passive income you currently have and your progress towards financial independence!