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Personal Finance & Net Worth Tracker Spread Sheet $6 (Was $8) @ CSPersonalFinance

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Personal Finance & Net Worth Tracker Spread Sheet $6 (Was $8) @ CSPersonalFinance
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AssociatedLCSPersonalFinance on 25/06/2022 - 09:26 cspersonalfinance.io (659 clicks)
Last edited 27/06/2022 - 13:06

Morning OzBargain!

After having it brought to my attention that 2 previous deals on OzBargain were quite successful I wanted to bring a direct EOFY deal to OzBargain on the CSPersonalFinance Personal Savings Sheet. This automated Sheet has been quite popular here on OzBargain, Reddit, Etsy and a few other places too. The tool is usually $8 but has been discounted to $6 for this sale.

This tool is designed to help you gain a wholistic understanding of your finances, track/game progress and automates as much of the entry and stats as possible. All data is then correlated for more insights. The main features are:

  • Private financial solution compared to other cloud platforms
  • Live ETF, stock, crypto & managed fund prices & tracking
  • Property value & performance tracking dashboard
  • Loan, debt, mortgage & credit-card tracking and metrics
  • Monthly net worth & savings email updates
  • Included budgeting system
  • Automatic FIFO capital gains calculations for sold assets
  • Algorithmic investment rebalancing optimisations
  • Dividend tracking and reinvestment support
  • Live & automatic international currency conversion on all assets
  • Google Calendar/email sheet & investment prompts

There are 2 versions of the Sheet - the Full sheet contains all the features but requires some more expansive permissions as a result, or there is the slimmed version which does not support email updates, calendar reminders or the migration feature but has more self-contained permissions for those privacy conscious. There is also a beginner Sheet that is free for those who would like to explore an older version.

If you had any questions about the sheet and its features, let me know and I'll try answer. Also, I am constantly updating the sheet with bugfixes and new features, as I have been for the past 3 years. As new versions are released, those who have purchased the sheet will be sent the new version.

Financial Budgeting Financial Plan Spreadsheet Templates

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closed Comments

  • b0nd on 25/06/2022 - 09:29

    How do I import data into it? Like, do we need to add each and every transaction or monthly bills etc?

    • AssociatedCSPersonalFinance @ CompiledSanity Personal Finance Templates on 25/06/2022 - 09:37

      I have a FAQ here that might help you:

      To enter your own historical data into the Sheet, follow the instructions below:

      • Head to the History tab
      • Starting in Cell A3 and working down, enter in the dates (ie. 1/6/2020, 1/7/2020 etc.) for the previous data you want in the sheet. Don't worry about the months already in the sheet, they will automatically move down.
      • For the new months that you've entered, from left-right fill out the values in the blue columns.

      Just a note that the Sheet doesn’t require your bills to be entered. It will automatically track your spend off your cash balances month to month.

      • temporiser on 25/06/2022 - 09:57

        Does this system allow you to import data from various credit cards and bank accounts or does it have to be entered manually?

        • AssociatedCSPersonalFinance @ CompiledSanity Personal Finance Templates on 25/06/2022 - 09:59

          I am trying to integrate with OpenBanking or other providers in the future, but there are costs associated with that which is hard to fit into this one off purchase.

          I have a guide on how to do this yourself, but for now you need to manually enter your cash balance. For me this takes just a couple of minutes each month and actually helps you be more involved with your progress this way.

      • b0nd on 25/06/2022 - 10:55

        Yeah I’d checked the FAQ, but couldn’t understand.
        So, every month I update the cash, super etc and that’s it? I don’t have to update how much I spend/pay the CC?

        • AssociatedCSPersonalFinance @ CompiledSanity Personal Finance Templates on 25/06/2022 - 10:58

          Yep that’s completely correct. You’ll enter your credit card balance and this should sync with your cash balance to keep track of your monthly spend.

          • b0nd on 25/06/2022 - 11:00

            @CSPersonalFinance: Cool, thanks. Might give it a go

          • b0nd on 25/06/2022 - 11:03

            @CSPersonalFinance: BTW, you recon I start updating this starting 1st July or enter details as of today/tomorrow?

            • AssociatedCSPersonalFinance @ CompiledSanity Personal Finance Templates on 26/06/2022 - 12:57

              @b0nd: Entirely up to you! The main thing is choose a consistent date each month and run it then. I like to do the day before my monthly payday (the poorest I am during the month) or on the first.

              I do recommend against running it on the last day of the month consistently. Only because if you forget then you may lose that months progress as the day after will be a different month.

              Hope that helps.

              • b0nd on 26/06/2022 - 14:59

                @CSPersonalFinance: Much appreciated!! Btw how do I get help with the data ? I’m confused on how do I split my variable and fixed loan 🥹

  • Nathw on 25/06/2022 - 09:44

    Don’t like the fact that you have to covert USD to AUD manually every time for US stocks (under the Purchase History Table). Is there a way to change the “Bought Price (AUD)” to “Bought Price (USD)”?

    Or can you make a seperate sheet for USD based stocks?

    • AssociatedCSPersonalFinance @ CompiledSanity Personal Finance Templates on 25/06/2022 - 09:57

      I have this earmarked for v2.13. I’m just trying to find a way to be efficient with GoogleFinance calls and batch them for those with a large purchase history. Another requirement is dynamically changing the currency symbol.

      The Watch table should convert for you automatically however.

      I’ve got this working in a beta Sheet, likely coming out in the next month.

      • Nathw on 25/06/2022 - 10:07

        That’s awesome, thanks mate.

        • AssociatedCSPersonalFinance @ CompiledSanity Personal Finance Templates on 25/06/2022 - 10:17

          No worries! You should get an email when it’s out.

  • lzaonne on 25/06/2022 - 10:36

    Very nice spreadsheet, I’ve been using since last September. Highly recommended.

    • JJkx on 25/06/2022 - 10:48

      Do u reckon having this than paying simply wall st spread sheet?

  • zsygym on 25/06/2022 - 11:45

    I've got multiple accounts with a number of crypto exchanges. Would I need to buy multiple licenses? Also, can I use your product to replace tools like koinly etc for tax purposes? Thanks!

    • AssociatedCSPersonalFinance @ CompiledSanity Personal Finance Templates on 26/06/2022 - 12:56

      Just the single copy should be fine to cover it, the tool doesn’t need to know what exchange the funds are on.

      As for tax purposes, all calcs in the sheet are just estimates to help with your live Net Worth figure. I’d recommend something like Koinly for certified and robust tax figures.

  • grodger on 26/06/2022 - 08:08

    I purchased the spreadsheet yesterday via Paypal and have yet to receive the welcome email. I have checked junk mail etc and have used website resend feature but as yet no luck.

    • grodger on 26/06/2022 - 10:31

      The welcome email just came through - thank you very much. I look forward to using it to track my net worth in retirement.

      • AssociatedCSPersonalFinance @ CompiledSanity Personal Finance Templates on 26/06/2022 - 12:55

        Glad it has! If you have any issues let me know.

  • wilsong on 27/06/2022 - 08:40

    Hi,
    I had purchased this last night and emailed you. I have not received a link.

    Cheers

    • AssociatedCSPersonalFinance @ CompiledSanity Personal Finance Templates on 27/06/2022 - 13:06

      Just sorting this out for you now, the email should come through in a minute.

      • jrt2020 on 11/07/2022 - 22:50

        It got access to gmail account and ability to send mail on my behalf

        Is this expected ?

  • jrt2020 on 09/07/2022 - 22:23

    It got access to gmail account and ability to send mail on my behalf

    Is this expected ?

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