Skip to product information
1 of 10

Grab our launch price!

Bundle Promo! Net Worth Diary and Monthly Spending Planner with Dashboard

Bundle Promo! Net Worth Diary and Monthly Spending Planner with Dashboard

Regular price ₱299.00 PHP
Regular price ₱598.00 PHP Sale price ₱299.00 PHP
Sale Sold out

Manage your money effectively with our handy tools: the Net Worth Tracker, Monthly Spending Planner with Dashboard.

The Net Worth Tracker lets you follow your net worth goal easily, here are some of the key features:

  • Net worth goal
  • Total Net worth
  • Debt Ratio
  • Filter your net worth progress by month
  • Show your net worth progress
  • Show your asset allocation
  • How your assets are spread out

Our Monthly Spending Planner helps you sort your budget, keep an eye on your savings rate and more. 

Key Features:

  • Filter budget by month
  • Show remaining years to retire
  • Average savings rate trend
  • Average Budget Rule
  • Cash Flow Graph

Choose your theme either black, blue or get both!

And, we're throwing in a free simulator to help you predict your investments based on expenses and asset allocation. Get a grip on your finances easily and effectively!

*Please note that this spreadsheet is specifically designed for Google Sheets and may not be compatible with Excel. 

 

Key features of dashboard include

  1. Track your progress towards net worth goals.
  2. Stay informed about the remaining amount needed to reach your financial targets.
  3. Assess your debt solvency ratio to ensure healthy financial standing.
  4. Adhere to the average budget rule for optimal financial management.
  5. Monitor your average savings rate for effective wealth accumulation.
  6. Gain insights into your remaining working years based on spending and investments, inspiring you to save and invest strategically.
  7. Seamlessly track your side business assets, liabilities, and net earnings for a holistic financial overview.
  8. Utilize dedicated input tabs for monthly spending, income, savings/investments, and effortlessly filter data by selecting start and end months.
  9. Document your net worth journey with the Net Worth Diary dashboard.
  10. Employ the conscious spending dashboard to make informed spending decisions aligned with your financial goals.
  11. Solo Prenuer Dashboard, tailored specifically for entrepreneurs.
  12. Unlock the power of the FIRE (Financial Independence, Retire Early) Simulator, allows you to model different scenarios, test investment strategies, and calculate your path to early retirement.

Delivery

Instant Download

Once your payment is confirmed, you will gain immediate access to copy files. You will receive a comprehensive guide on how to obtain your own copy.

Kindly note that this is a digital product, and as such, returns, exchanges, and cancellations are not accepted. If you encounter any issues with your order, please reach out to thefinancialminimalistph@gmail.com for assistance and resolution.

What you will get?

The Ultimate bundle includes:

1. Net worth Tracker Dashboard (Price alone ₱299.00)

2. Conscious Spending Planner Dashboard (Price alone ₱299.00)

3. Wealth Dashboard (Price alone ₱1,299.00)

4. FIRE Simulator that provides a realistic projection of your journey towards financial independence, empowering you to take control of your financial future and make strategic choices that accelerate your path to early retirement. (Price alone ₱297.00)

View full details

Net Worth Dashboard

  • Automatic net worth calculation
  • Progress tracking towards net worth goal
  • Debt ratio analysis
  • Valuable insights into money allocation
  • User-friendly and intuitive interface

Conscious Spending Planner Dashboard

  • Easy-to-use monthly spending tracker
  • Compare against expected budget
  • Identify areas for potential savings
  • Average savings rate calculation
  • Automatic display of remaining working years
  • Filter start and end month

But that's not all!

You'll receive FREE F.I.R.E. (Financial Independence Retire Early) SIMULATOR

FREE F.I.R.E. SIMULATOR

  • Model different scenarios
  • Test investment strategies
  • Calculate path to early retirement
  • Informed decisions about asset allocation and spending
  • Realistic projection of finances
  • Accelerate path to early retirement

Tracking made easy and effective.

With the Net Worth Tracker, Monthly Spending Planner with Dashboard., you'll have the tools to create your definition of wealth based on your chosen lifestyle and achieve your financial goals.

Customers' common questions

What does the Net Worth Tracker, Monthly Spending Planner with Dashboard includes?

*Please note that this spreadsheet is specifically designed for Google Sheets and may not be compatible with Excel. 

The Net Worth Tracker lets you follow your net worth goal easily (Price before ₱299.00) here are some of the key features:

  • Net worth goal
  • Total Net worth
  • Debt Ratio
  • Filter your net worth progress by month
  • Show your net worth progress
  • Show your asset allocation
  • How your assets are spread out

Our Monthly Spending Planner helps you sort your budget, keep an eye on your savings rate and more. (Price before ₱299.00)

Key Features:

  • Filter budget by month
  • Show remaining years to retire
  • Average savings rate trend
  • Average Budget Rule
  • Cash Flow Graph

And, we're throwing in a free simulator to help you predict your investments based on expenses and asset allocation. Take control on your finances easily and effectively!

How many copy I can have?

Google Sheet:
Upon successful payment confirmation, you will promptly receive a comprehensive guide detailing the steps to obtain your personal copy. Enjoy the flexibility to create multiple copies, share them with your partner, or retain exclusive access.

*Please note that this spreadsheet is specifically designed for Google Sheets and may not be compatible with Excel. 

Delivery

Once your payment is confirmed, you will gain immediate access to copy files. You will receive a comprehensive guide on how to obtain your own copy.

Kindly note that this is a digital product, and as such, returns, exchanges, and cancellations are not accepted. If you encounter any issues with your order, please reach out to thefinancialminimalistph@gmail.com for assistance and resolution.

1 of 3