Live wealth tracker1/2/2024 ![]() We will be more than happy to assist you.The new Microsoft Edge is designed to detect and block known trackers. If you have any queries please share in the comment section below. We thank our readers for liking, sharing and following us on different social media platforms. Don’t invest in companies that have high debts.Be consistent and don’t invest without studying the business of the company.Keep a long term vision on return, never keep it short term.Once you have a feasible amount of money in hand, be greedy when others are fearful and be fearful when others are greedy.At the initial level, if you don’t have the amount to invest in stocks/equity then pile up amount using mutual funds or Systematic Investment Plans(SIP).If you have any debt pay off in first priority. Here are some useful tips that will help you maximize returns on your investment. This can help you know which year or which type of investment gave you better returns.Īt the end of 10 years, there is another summary sheet that displays the for another 5 years and the amount accumulated during all these 10-11 years depending on your goal. It includes your total income received, amounts spent on basic needs and wants, the amount of savings made and invested along with its ROI.Īdditionally, this sheet also displays the graph of ROI that you earn each year on your investment. The summary sheet consists of an overview of monetary activities for all 5 years. Each sheet has 3 years of investment records. Once you successfully complete 5 years span investing, monitoring and tracking your investment, you need to follow the same until you achieve your wealth goal.ĭivide preceding 6 years into 2. It displays the amount of your total income and total savings in that particular year. The remaining 4 years has it, where the balance at the end of each year will be carried forward to the preceding year.įurthermore, it also displays the income vs savings graph for each year. In the first year, there is no balance carried forward cell. If you have made any withdrawals then enter them in the withdrawal cell that will decrease your net savings amount. It will automatically calculate the ROI automatically for you. Insert the annual return that you receive every year on your investment. Each section displays monthly income and monthly savings for a complete year (Jan-Dec). This sheet consists of 5 similar yearly sections. The first one is for 5 years whereas the second and third are for 3 years each. There are a total of 3 sheets in this format. Most of the data is auto-filled from the first 5 years. This sheet will be used once you successfully complete 5 years.Īll the columns are the same except the balance carry forward. There is one more sheet in the template which is similar to this sheet. The template displays these amounts in both percentages and figures. Additionally, it displays the bifurcation of your income and expenses in graphical form. Whereas the rest is your saving that you invest over the period of the next 5 years. It includes a percentage of your income to be allocated to your needs and wants. It will automatically calculate the difference of years from current age to retirement age.įurthermore, it consists of the bifurcation of expenses. Insert your current salary, current age and the age when you plan to retire along with your desired amount you want to have at the time of retirement. The investment planner consists of your basic information about your current salary, age, anticipated retirement age, and your investment target. This template consists of 7 sheets: Investment Planner (2 Sheets), Investment Tracker (3 Sheets) and Summary (2 Sheets) Investment Planner Contents of Investment Tracker Excel Template Let us discuss the contents of the template and how to use it. In addition to the above, you can also download other personal finance templates like Savings Goal Tracker, Household Budget, Credit Card Payoff Calculator and Personal Income Expense Tracker from our website. Click here to Download All Personal Finance Excel Templates for ₹299. Furthermore, it also displays the accumulated amount of money at the end of 5 years and 10 years against your defined goal.Ĭlick here to download the Investment Tracker Excel Template. Track your investment on a monthly and yearly basis.Īdditionally, the template displays the ROI percentage for each year individually. We have created a simple and easy Investment Tracker Excel Template with predefined formulas and formating. Contents of Investment Tracker Excel Template.
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