Tracking Worksheets
"If you can't measure it, you can't improve it." - Peter Drucker
The best way to understand your financial situation is to start tracking your finances. While this may seem like a daunting task starting out, once organized and focused you will find it gets easier and easier and you'll wish you would have started sooner.
Make a free consultation appointment with our financial coaches today to get started. They will work with you to design a customized financial tracking template to meet your unique situation.
Our financial tracking template is composed of the following worksheets:
- Transactions - Where you input all individual transactions and identify Income and Expense Categories
- Income Sheet - Summarizes all the transaction data for Income and Expenses and depicts monthly Net Income as well as Savings Rate
- Balance Sheet - Tracks Assets and Liabilities at month end to identify Net Worth
- Financial Dashboard - Tracks progress and see the overall picture of your financial health
Transactions
Income Statement
Balance Sheet
Financial Dashboard
In addition to finances, why not track highlights, goals, and habits in other areas of your life? We may not all be spreadsheet junkies, but the more you do it the more fun you'll have as you see your progress towards your goals.
Each coach has a collection of sample tracking templates that you can utilize to help you succeed on the path to your dream life.
