Wealth Bundle: Net Worth, Budget, Sinking Funds, Investment Trackers (Excel/Sheets)

One complete wealth system: four premium trackers that work together forever. The Wealth Bundle combines the Net Worth Tracker, Annual Budget, Sinking Funds Tracker and Investment Tracker into a single connected system, so your budget feeds your sinking funds, your savings grow your investments, and everything rolls up into your net worth. Built across 4 trackers, 30 tabs and 2,296 live formulas. Works in Excel and Google Sheets, with instant download.

The Wealth Cycle

The four trackers form one loop: the annual budget directs your money, sinking funds handle predictable costs, the investment tracker grows the surplus, and the net worth tracker measures the result. Run the cycle each month and your wealth compounds on autopilot.

What is inside the bundle

• Net Worth Tracker — assets minus liabilities with a 12-month trend and milestones
• Annual Budget — a full-year plan with debt payoff and sinking-fund links
• Sinking Funds Tracker — up to 25 funds with a readiness forecast
• Investment Tracker — stocks, ETFs and crypto with diversification scoring

What you get

• 4 Excel files across 30 connected tabs and 2,296 live formulas
• Google Sheets compatible
• Quick Start Guide PDF with a 4-week setup roadmap
• CSV exports for non-Excel users
• Free lifetime updates

A guided 4-week setup

The roadmap sets up one tracker per week, then settles into a simple monthly and quarterly review rhythm, so a full wealth system is running within a month without overwhelm.

Who it is for

• Anyone who wants budgeting, saving, investing and net worth in one system
• People tired of juggling separate spreadsheets
• Long-term wealth builders
• Anyone who prefers value buying the set over single trackers

Instant delivery

Files arrive immediately after purchase: four Excel files (.xlsx), CSV exports and a Quick Start Guide PDF. Works on Mac, Windows, iOS and Android. No subscription, no login.

For personal planning only. This is not financial or investment advice; projections rely on assumptions you set and figures shown are illustrative. Designed and built by SpendFlow Studio.