Investing
Portfolio & Dividend Tracker
Log holdings, watch allocation, and see returns update themselves.
$9.99
$14.99
Launch price
"Build wealth. Don't just track last month's coffee. 🌱"
Most budget templates show you where your money went. This one shows you where it's headed. 🌱
You type your numbers in once. The workbook handles the math, draws the charts, and gives your whole financial life one honest score. Then it tells you the single thing worth working on this week.
A Money Health Score from 0 to 100, built from six real checks on your money.
A FIRE calculator that shows the number that sets you free, and how far away it is.
Net worth projections that run your number forward for 30 years.
Works in both Excel and Google Sheets, online or offline. No lock-in.
Your Money Health Score blends your savings rate, emergency fund, debt load, investing, net worth trend, and liquidity into one number with a letter grade. The dashboard finds your weakest pillar and tells you, in plain words, what to fix first.
Type a number anywhere and the workbook redraws itself. Doughnut charts, a rising net worth line, progress bars, and cells that turn green when you're on track and gold when it's time to watch. You never format a thing by hand. 🎨
13 connected tabs. Everything you need, nothing you don't.
Buy and download your access file
Open it in Google Sheets or Excel
Swap the sample numbers for your own
Read your score, follow your weekly focus, and watch your net worth climb 📈
Yes, both, online or offline. No lock-in.
No. You swap the sample numbers for your own, and the workbook does the math and the formatting for you.
Yes. Your data stays in your own file and never leaves it.
Any currency, on a computer, tablet, or phone.
No. It's for general information and personal use, not personal financial advice.
This is a digital download, so nothing physical ships. Your data stays in your own file and never leaves it. The workbook is for general information, not personal financial advice. It's for the original buyer's own use, so please don't resell or share it. Buy it once and use it for good. 💚
Log holdings, watch allocation, and see returns update themselves.
Snowball or avalanche, your choice. Watch the costliest balance fall first.
Track income, bills, and savings in one calm sheet. No formulas to touch.