Household Finance Tracker
We created the Household Finance Tracker to help people organize and make sense of their finances. It is a spreadsheet tool that provides a simple and accurate way to:
- Track annual spending, either in aggregate or by category
- Automatically calculate the all-important “profit and loss” statement
- Automatically calculate key measures of financial performance (e.g. savings rate, Frugality Index).
User inputs are kept to a minimum. You will, however, need completed federal and state tax returns, W-2’s, and (usually) year-end pay stubs, along with any information you have on household spending. See the instructions.
The current “beta version” is a crude-but-effective tool designed to gauge community interest in a more refined (non-spreadsheet) “app” with far-greater functionality.
User feedback is much appreciated.
Get the Household Finance Tracker (free)
Click the button below to make a copy of the spreadsheet in your Google Drive (Google account required).