If you are self employed or running a small business, then you, like me, want a quick and easy way to generate a P&L. Of course there are plenty of paid tools that can do it for you, but I find that it is always best to get hands on with the data. So I… Continue reading FREE Profit And Loss Statement Template (For Google Sheets & Excel)
Tag: spreadsheet
Expense Tracker Template 2023 (For Google Sheets & Excel)
While Mrs. AR and I don’t typically keep a firm budget, every so often I like to keep tabs on our expenses and see where there is room for improvement. This tool provides an easy way to do that, as well as a useful way to forecast expenses for the year as well. We use… Continue reading Expense Tracker Template 2023 (For Google Sheets & Excel)
Easy-to-Use Net Worth Spreadsheet 2023 (Template for Google Sheets & Excel)
I believe that one of the most important things that you can do in personal finance is to track your net worth. Now, more than ever, there are so many easy ways to automatically track your assets and your liabilities. I personally use Personal Capital to seamlessly track my net worth, asset allocations, and eyeball… Continue reading Easy-to-Use Net Worth Spreadsheet 2023 (Template for Google Sheets & Excel)
Rebalancing your Portfolio with an Asset Allocation Spreadsheet
NOTE: This is not investing advice, nor should be taken as such. The Asset Allocation Spreadsheet is simply a tool for DIY rebalancing! After becoming Accidentally Retired, I was fed up with my Financial Advisor and decided to fire him. I was now a DIY investor! But there is one thing that every DIY Investor… Continue reading Rebalancing your Portfolio with an Asset Allocation Spreadsheet
Time Tracking Spreadsheet: become more effective by tracking, optimizing, and focusing your time
How to make the most of your time A few years ago about a year into my full-time role as CEO of my company, I realized that my time management was beginning to get out of my control. As part of a growing company within a larger public company, we had meetings, upon meetings —… Continue reading Time Tracking Spreadsheet: become more effective by tracking, optimizing, and focusing your time