Wealth Building Dashboard for Google Sheets
Take control of your finances with a structured wealth-building system designed in Google Sheets.
This all-in-one dashboard helps you track income, expenses, savings, investments, debt, and net worth in one organized place. Automatically generated charts and dashboards give you a clear view of your financial progress so you can confidently plan your next steps.
All calculations are built in, so you only need to enter your transactions and financial information. The spreadsheet handles the analysis and visualization for you.
The template also supports any currency—simply set your preferred currency symbol and it will automatically apply throughout the sheet.
What’s Included
Setup & Input Tabs
• Step-by-step instructions for every tab
• Category and sub-category setup
• Monthly budget setup for the year
• Financial goal planning for the year
• Transaction tracker for income, expenses, savings, and debt payments
• Net worth tracking for assets and liabilities
Financial Dashboards
• Monthly Budget Dashboard
• Income Dashboard
• Expense Dashboard
• Savings & Investment Dashboard
• Debt Payoff Dashboard
• Net Worth Dashboard
• Cash Flow Report
• Annual Overview Dashboard
Bonus Tools
• Debt Payment Schedule
• SMART Goal Planner
How It Works
Enter your transactions and financial data, and the spreadsheet will automatically generate dashboards and insights to help you track progress and manage your finances more effectively.
After Your Purchase
You will receive:
• An instant download PDF file
• A secure link to access the Google Sheets template
• Instructions on how to make your own copy and begin using the dashboard
Requirements
• A free Google account
• Google Sheets (this template is not compatible with Excel)
Important Information
Due to the digital nature of this product, all sales are final and refunds cannot be provided.
This product is for personal use only and may not be resold or redistributed for commercial purposes.
