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CompiledSanity Personal Savings Template v2.3.3 - ?? UK Version - 🟧Sourceful

Have you ever wanted to see your entire financial position, live? - 🟧Sourceful

finance, template, net worth, investment

Why hello and welcome! 🌎 Official Website: compiledsanity.github.io

Welcome! This Sheet is designed to make life easy for you, give you a wholistic glimpse of your financial position and if you're a stats nerd tell you where you're heading.

Everything is as automated as possible, data entry takes place once a month and is minimal. Please note to use this Sheet you must have a Google Account. Thanks for visiting :) Disclaimer

Please read the disclaimer before continuing and please share the link to this sheet with anyone you think might use it! The information & guidance on this sheet is for general information only. It should not be taken as constituting professional advice from the Sheet owner. I am NOT a financial advisor or qualified in finance. You should consider seeking independent legal, financial, taxation or other advice to check how information & outputs from this sheet relates to your unique circumstances. The Sheet owner is not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this sheet. The calculators and tools on this sheet are provided for your information and to illustrate scenarios. The results should not be taken as a substitute for professional advice. This sheet may contain mistakes and therefore you must perform your own due diligence to validate and confirm outputs. Any Tax estimations in this sheet are general estimations at best, are non-specific and have not taken into account your financial cirumstances. They are not to be used or taken as Tax advice. Please do your own research and see a Tax professional. Again, I am not a tax professional. All reasonable care has been taken in preparing and designing the calculators and tools; however, the Sheet owner provides no warranties and makes no representation that the information provided by the calculators and tools is appropriate for your particular circumstances or indicates you should follow a particular course of action. Further use of this sheet indicates acceptance of these terms.

The newest version and future updates! 📈 Some examples of v2.8+ features

Due to the number of feature/bug requests I've received for this sheet since initial release I've created a paid sheet for versions 2.4+ onwards. I've spent a lot of time on this sheet and I think it's the fair way to make sure I can keep developing this sheet and make it even better, but also reimburse me for the time put in. That being said, it's for just 2 coffees (£4) and should make it back 10x for you! If you would like access to the new UK v2.7+ sheets and future updates, please shout me a few coffees using the link below and I'll promply add you to the new version! V2.8+ Version includes: - International ETF/Stock/Managed Fund Support with inbuilt currency conversion - Crypto & Managed Fund support - Monthly Networth And Savings Email Updates - Monthly/Weekly/2-week pay support - Managed Fund & LIC Support - Google Calender & Email Investment Reminders - Automatic Investment constribution optimisation system - Mortgage, Credit-Card & Loan Support - Property & Retirement Fund Performance Tracking - Generic & Physical Asset Tracking - Rental & Side Income Tracking - Improved Automatic budgetting - Expanded ETF/Stocks/Managed Fund Ticker Support - Further Sheet automations - Sheet Optimisations making the sheet more responsive/load faster - Ongoing bug fixes (including lots of fixes to v2.3) - More features than can fit in here! Monthly Networth & Saving Email Breakdowns

Weekly/2-week Salary & Side Income Support

Shout me some coffee! ☕

Automatic Google Calender/Email Investment Reminders

This Sheet took a long while to make, so if you found this sheet useful please consider shouting me some coffees (£4) for coffee via Paypal! 👉 https://compiledsanity.github.io In return for some Coffees I'll invite you to the paid UK sheet with all future feature/bug updates and add in any feature requests! Thank you for your generosity & support :)

Managed Funds & Property Support

💎 Purchase Link & more info: https://compiledsanity.github.io

Please contact me via [email protected] or /u/CompiledSanity if you have any questions. (Please include your Gmail address in the description or PM me so I can invite you)

Side Income / Rental Income Tracking Improved Stock & International Exchange Support Spread the word! 📣

Please share the benefit you've received from this sheet with others! Feel free to invite them with this Sheet to try the sheet out: https://docs.google.com/spreadsheets/d/1v9ENzdoSIVlfAA2SFVFz6KKVAAu5Knv8klde7bN2Qqo/edit?usp=sharing Thank you for your help!

CompiledSanity Personal Savings Template v2.3.3 - ?? UK Version
Info
Tags Finance, Template, Net worth, Investment
Type Google Sheet
Published 16/09/2020, 01:42:52

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