Google Sheets Finance Template: Expenses, Income, and Investments

Manage Your Personal Finances Like a Pro with This Comprehensive Spreadsheet

Designed to make tracking your income, expenses, and investments a breeze, this template is the perfect tool to help you achieve your financial goals.

Key Features:

• 📊 Monthly and Annual Income and Expense Tracking: Keep a detailed record of your finances month by month and analyze your yearly performance.
• 💰 Investment Tracking: Evaluate returns and visualize your portfolio distribution with customized charts.
• 📈 Dynamic Charts: Gain clear insights into your finances with automated graphs.
• 🎯 Customizable Goals: Set targets for your savings, spending, and investments.
• ✔️ Google Sheets Compatible: Use this tool conveniently on the platform.
• 🛠️ Easy to Use: Perfect for beginners and advanced users alike who seek clarity and financial control.

Main Dashboard

Access a comprehensive overview of your finances from a centralized view. Instantly see your income, expenses, investments, and overall balance, all perfectly organized for efficient management.

Investment Charts Visualization

Explore the distribution and performance of your investments with dynamic and clear charts. Easily analyze the weight of each asset in your portfolio, visualize your gains, and make informed financial decisions.

Compound Interest Simulator

Simulate how your savings or investments will grow over time thanks to the power of compound interest. Customize initial values, interest rates, and timeframes to plan your financial goals with precision.

Expense Breakdown

Review a detailed breakdown of your expenses by category with interactive charts. Identify where you’re spending the most and adjust your budget to optimize your resources.

"Database" Sheet: The Core of Your Template

The "Database" sheet is the central hub that organizes and powers all the graphs, analyses, and calculations in the template.

Key Features:

• 🛠️ Fully Editable: Customize expense categories, income, assets, and investments to suit your needs.
• 📊 Automated Management: Everything you log here will automatically reflect in charts and reports.
• 🔄 Flexibility: Easily add new categories, adjust portfolio distribution, or incorporate assets.

Why It’s Important: Everything you enter in this sheet directly impacts the rest of the template, enabling you to manage your finances efficiently and in a personalized way. Keep this base updated and tailored to your reality to make the most of your financial management.

Start Managing Your Finances Efficiently!

Thank you for trusting this tool and supporting independent creators. Your purchase means so much and motivates us to continue creating useful and accessible content. 😊

Optimize your finances, organize your resources, and take the next step toward your financial goals.

👉 Download Now and Start the Change!