CompiledSanity Personal Savings Template v2.3.3 - ?? UK Version

Have you ever wanted to see your entire financial position, live?

net worth
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CompiledSanity Personal Savings Template v2.3.3 - ?? UK Version

Have you ever wanted to see your entire financial position, live?

finance, template, net worth, investment

Why hello and welcome! 🌎 Official Website: →

Welcome! This tool is designed to make life easy for you, give you a holistic glimpse of your financial position and if you're into stats tell you where you're heading. Everything is as automated as possible, data entry takes place once a month and is minimal. Please note to use this Sheet you must have a Google Account. Please read the disclaimer before continuing and please share the link to this sheet with anyone you think might use it! While the Sheet may appear complicated, required input is minimal and the rest is automated. Only a few yellow cells require your input!

🌎 Getting Started Guide →


The information & guidance on this sheet is for general information only. It should not be taken as constituting professional advice from the Sheet owner. I am NOT a financial advisor or qualified in finance. You should consider seeking independent legal, financial, taxation or other advice to check how information & outputs from this sheet relates to your unique circumstances. The Sheet owner is not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this sheet. The calculators and tools on this sheet are provided for your information and to illustrate scenarios. The results should not be taken as a substitute for professional advice. This sheet may contain mistakes and therefore you must perform your own due diligence to validate and confirm outputs. All "optimisations", recommendations and considerations must be verified by yourself. I take no responsibility for your actions and choices. Any Tax estimations in this sheet are general estimations at best, are non-specific and have not taken into account your financial cirumstances. They are not to be used or taken as Tax advice. Please do your own research and see a Tax professional. Again, I am not a tax professional. All reasonable care has been taken in preparing and designing the calculators and tools; however, the Sheet owner provides no warranties and makes no representation that the information provided by the calculators and tools is appropriate for your particular circumstances or indicates you should follow a particular course of action. For a full list of Terms please see this link - Further use of this sheet indicates acceptance of these terms.

The newest version and future updates! 📈 Some examples of v2+ features

Due to the number of feature/bug requests I've received for this sheet since initial release I've created a paid sheet for versions 2+ onwards. I've spent a lot of time on this new sheet and I think it's the fair way to make sure I can keep developing this sheet and make it even better, but also reimburse me for the time put in. That being said, it's for just 2 coffees (£5) and should make it back at least 10x for you! If you would like access to the new v2+ sheet and future updates, please shout me a few coffees using the link below and I'll promply add you to the new version! V2+ Version includes: - Property & Mortgage Tracking Dashboard - Crypto, Managed Fund, Stock, ETF Live Price & Performance Tracking - Full CoinMarketCap Crypto Price Support & Tracking - Automatic FIRE 🔥 Dashboard & Calculator - Automatic FIFO Capital Gains Calculations - International Asset & Currency Support - Voluntary Super (inc. FHSS) Tracking - Monthly Net Worth And Savings Email Updates - Google Calender & Email Investment Reminders - Mortgage, Credit-Card & Loan Dashboard - Automatic Investment constribution optimisation system - Automatic Calender reminders for when to run the sheet - Monthly/Weekly/2-week pay support - Generic & Physical Asset Tracking - Rental & Side Income Tracking - Expanded ETF/Stocks/Managed Fund Ticker Support - Further Sheet automations - Sheet Optimisations making the sheet more responsive/load faster - Ongoing bug fixes (including lots of fixes to v1.3) - More features than can fit in here! Monthly Networth & Saving Email Breakdowns

Automatic FIRE 🔥 Dashboard & Calculator

Shout me some coffee! ☕

This Sheet took a long while to make, so if you found this sheet useful please consider shouting me some coffees (£5) for coffee via Paypal! 👉 In return for some Coffees I'll invite you to the updated paid sheet with all future feature/bug updates and add in any feature requests! Thank you for your generosity & support :)

Auto Calender/Email Investment & Monthly Recording Reminders

Property & Mortage, Loan Dashboards & Tracking

💎 More info & Purchase Link:

Please contact me via [email protected] or /u/CompiledSanity if you have any questions.

Spread the word! 📣

Side Income / Rental Income Tracking International Managed Fund, Crypto, Cash, Stock & ETF Support

Please share the benefit you've received from this sheet with others! Feel free to invite them with this Sheet to try the sheet out: Thank you for your help!

CompiledSanity Personal Savings Template v2.3.3 - ?? UK Version
Tags Finance, Template, Net worth, Investment
Type Google Sheet
Published 05/05/2024, 00:06:09


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