Home/Spreadsheets/Budget & Net Worth/Financial Independence Spreadsheet
Financial Independence Spreadsheet
Turns real accounts and transactions into an FI number, progress and years to go. It opens in Microsoft Excel and in Google Sheets, has no macros and nothing to install, and is yours to reuse as often as you like.
What you get
- FI number from your own trailing 12-month expenses
- FI progress, savings rate and years to FI
- Sensitivity table of years to FI by rate and return
- Coast FI number and whether you have reached it
- Net worth milestones that know your pace
- Opens in Excel and in Google Sheets
$14.99one-time, no subscription
Buy on Etsy
Instant digital download · one-time purchase · no subscription
What it does
- FI number from your own trailing 12-month expenses
- FI progress, savings rate and years to FI
- Sensitivity table of years to FI by rate and return
- Coast FI number and whether you have reached it
- Net worth milestones that know your pace
What it looks like
Every tab in the workbook
These are the actual sheet names in the file, not a feature list.
- Dashboard
- FI Projection
- Goals
- Investments
- Accounts
- Transactions
- Reports
- Year in Review
- Setup
Works in
- Microsoft Excel 2016 or later, Windows and Mac
- Google Sheets — upload to Drive and open
- No macros, no add-ins, no subscription
Honest scope
This is a personal planning template, not financial advice. It reports what you enter and projects it forward; it does not recommend what to do.
