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One Page Financial Overview Spreadsheet - Networth, Savings, Expenses

63 KB

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2.4K

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This Spreadsheet is by far the best and most powerfully succinct spreadsheet I’ve ever made. I originally created it to better show our banker our financial situation during our cash-out refinance for our Home. We have multiple bank accounts, investments, retirement accounts, and it can get messy real fast. This will help you keep organized, as well as show your NetWorth, Annual Savings Rate, Expenses and give you your overall Financial Picture all in a printable 8.5"x11" sheet of paper.

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Comments

Very helpful! Thanks so much for sharing.

Melissa Landry | over 7 years ago  

Good work, Sunny! I dig it.

Blake Lennon | over 7 years ago  

I can't believe how much I like this. My wife and I instantly have a better understanding of our finances, what we make and where our money is going. Well well done!

Joe Swanson | over 7 years ago  

Sunny, Thank You. Just got done reading Millionaire Real Estate Investor and this is just what I was looking for! Excellent

Dane Peterson | about 8 years ago  

This is fantastic. Thank you Sunny!

Audrey H. | about 8 years ago