Budget & Investment Tracker

Your everyday money and your long-term plans, in one clear view.

Wealth & Everyday is an English Google Sheets template for tracking income, expenses and investments, with editable future-wealth scenarios. Bring your monthly budget and your investment portfolio together in one organised workbook.

See where your money goes

• Track income, expenses, refunds and transfers.
• Compare spending with your monthly category budgets.
• See monthly income, spending, surplus and savings rate on your dashboard.

Keep your investments organised

• Register stocks, ETFs, funds and other assets in your portfolio.
• Record purchases, sales, dividends and fees in the investment log.
• Track holdings, market value, total profit and simple return using optional Auto prices and current exchange rates for supported investments, or your own Manual inputs.

Explore your future plans

Adjust contributions, return assumptions, inflation and your time horizon to explore possible outcomes. The Wealth Builder helps you see how changes in monthly investing could affect your plan.

What you receive

• A clean Google Sheets template for your own data.
• A separate, completed demo workbook with fictional examples.
• A five-page English PDF starter guide with access links and setup instructions.
• Ten workbook tabs, including Dashboard, Budget, Portfolio, Prices, Investment Log, Forecast and Wealth Builder.

How to get started

1. Download your PDF starter guide after purchase.
2. Open the template link while signed in to your Google account and choose File > Make a copy.
3. Set your preferences and begin entering your own transactions and investments.

Before you buy

• Digital product: no physical item will be shipped.
• Language and format: English, designed for Google Sheets. A Google account is required to create your editable copy.
• Optional Auto prices and FX: Google Finance can retrieve supported investment prices and current exchange rates. Enter the correct exchange:ticker and use today as the valuation date. Quotes may be delayed up to 20 minutes; some exchanges and funds are unsupported. Manual pricing and a manual fallback remain available. Transactions are entered manually; bank connections are not included.
• Illustrative forecasts: results depend on your assumptions and are not guaranteed returns or financial advice.
• Personal use: reselling or redistributing the template or its access links is not permitted.

Product previews use fictional demo data. Display details may vary slightly in Google Sheets.