Personal Financial Monitor

Your business is a part of your investment portfolio.  The purpose of your business is to increase your wealth.  Track the changes in your personal wealth, including the performance of your business, with this app.

How to use this worksheet

Enter your information for the starting month, and then save the form, using the naming convention “YY-MO Personal Finances”.  For the next month, access this page again, reload the file, add the current month information, and then save, using the naming convention for the current month.  You will be able to track your monthly progress and make sure you are hitting your goals.

Save and Reload video instructions are available by clicking on the link in the upper-right of the worksheet.