[Update] There is now a short guide in the sheet, detailing many of formulas, entry points, etc.

What do I need to edit?

  • All that needs to be edited are the light grey cells in each tab. The spreadsheet will do the rest of the work. ​

  • Each month, simply enter your spending per category and any investment updates.

  • On the "NW" (Net Worth) tab, indicate the first month of data you plan to enter. The rest of the dates will populate themselves.