🔗 Spreadsheet template

📽️ YouTube tutorial

https://www.youtube.com/watch?v=7sEOJMp-vpU

Idk about tax though you might have to figure that out. I just did this tracking to get a rough idea of my finances, it’s not gonna be 100% accurate (that’s my accountant’s job).

2025 goals

Put your target here. I spent too much last year for someone who lives at her parents’ rent-free ($42k+) so lowered my goal this year to be $30k (bc I’m moving out so time to pay rent rip).

Also I have ambitious income goals so 😎

$30,000 spent

$2,500 per month

$300,000 earned

$25,000 per month

$250,000 net

$20,833 per month

Categories


20% rent

$6,000 (6 months)

16.7% travel

$5,000

8.3% fitness

$2,500

6.67% groceries

$2,000

5% eating out

$1,500

43.33% other

$13,000

2024

You can grab this from the spreadsheet template if you dug up all statements from the previous year. Otherwise, you can just start tracking from this year onwards (I export my csv statements every month).

$43,898.85 spent

$3,658.24 per month

$115,412.32 earned

$9,617.69 per month

$71,513.47 net

$5,959.45 per month

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Progress report

Jan 2025 (STOP gym, eating out)