Projections Dashboard Spreadsheet
Start with 6 months of data and predict your future cash assets, investments, debt balances, and net worth for the next 50 years. This template comes with two versions to support those who want to keep historical expected numbers and those who just want to focus on the actual numbers. Made with love for Google Sheets.
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About the Template
The template contains 4 sections:
Cash: The total amount in your checking and savings accounts combined.
Investments: The total amount of your investments (i.e. 401k, Roth IRA, and brokerage accounts) combined..
Debts: The total amount of all your liabilities (i.e. student loans, personal loans, mortgage) combined.
Net Worth: A formula-based section that automatically calculates your net worth using the other sections (cash + investments - debts = net worth).
Other Info
This includes 1 Google Sheet Template + 1 guide page with a total of 2 pages.
This is a digital file. NO PHYSICAL ITEMS will be sent.
There are no refunds, returns, exchanges, or cancellations for this digital product. If you have any questions about this product, send me a message and I’ll be happy to help.
This is for personal use only. Redistribution, resale, and any commercial use is strictly prohibited.