Asset Allocation: View all your assets in a single view to understand how much you have in total, the percentage breakdown, and where they are. To help you, I have created a super useful excel template to help you to track your personal finances. There are five key components to this template which will help you benefit in the following ways: If your goal for this year is getting your personal finance in order, your first step is really to start keeping tracking of personal finances: knowing where you are, what you need to do to meet the numbers you want. What I have learned in life when it comes to keeping track of your personal finances is that “If you can’t measure it, you can’t manage it.”Īfter all, if you are trying to achieve a goal, the more often that you monitor your progress, the greater the likelihood that you will succeed.
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