How I Manage My Money: My Financial Mastersheet for Income, Expenses, Net Worth, and Budgeting

I share my Master Financial Spreadsheet that helps me track my Net Worth, Investments, Income, Expenses, Bank Accounts & More. Free resource for download as well in this video description.

All you have to do is hit "File" then "Make a Copy" and copy it to your own Google Drive. It's the same as is in the video, change things up for yourself. If you want it as an excel file instead, hit "File" and then "Download - Microsoft Excel".

🖌 Links:

🖌 Free Stocks:

Timestamps:
0:00 - Start Here
1:34 - The Summary Snapshot
3:18 - Income (Salaried)
4:00 - Expenses
7:38 - Fixed Expenses
8:39 - Assets & Net Worth
10:07 - What a Filled Out Sheet Looks Like
10:40 - The Funnest Graphs

📲 FOLLOW ME & FRIENDS:

PS: I am not a Financial Advisor, any investment commentary are my opinions only. Some of the links in this description are affiliate links that I do receive a commission for & they help support the channel

[shanda]

I have always tracked every expense but your spreadsheet is making it all so much easier to read and organize. This thing is gold to me! thank you so much!

[tech]

I use Personal Capital and it does it automatically for what I need!

[Suprman]

It's great to see how other people record and analyse their own financial data - I made a spreadsheet myself when Covid 1st hit and it makes planning for the month/year ahead so much easier (Will definitely be adding charts now that I've seen yours in action!).

[henryho]

Thank you so much Humphrey!! I have learned a great deal from watching many of your videos. Today, I even learned how to copy Excel files on Google drive!!!

[targetram]

Yes, market crashes. Yes it has not bottomed, It has no business at this level in the first place, pumped up by the Fed and central banks around the world. You can still be 100% invested at this level. Good luck! I prefer to sell the bounce and keep 50% cash. I will not get back into the market more than 50% if S&P is not 30% lower from here. I trade and make quick profits. With this inflation and my expectation on the economy, I am ok with 70% cash. I don’t short the market. Just keep selling the bounce!

[santumos]

Beast of a channel. Congrats on your well deserved growth

[LalitDevraj]

Man, the first title was such a good searchable title yet seeing this updated one, it TOTALLY makes sense 🔥💥🔥😁😁

[A__gent___P]

First like and first comment! Thanks Humphrey for making educational and entertaining videos!

[jeremydudet]

Wow! What an accomplishment, Humphrey! I'm so happy for you! I'll apply this. Thank you for the great tip. You deserve all your success

[aniquebrosseau]

Thanks so much for sharing your knowledge and this spreasheet. It's so clear and concise! I'm excited to get it populated and see the data! Much appreciated!! Also, I'm digging your BTTF wall art. Love this movie! Cheers

[matthewmaret]

Thanks very much for sharing this info. I will have my college aged daughter and recent high school graduate son using this tool. Again, thank you

[SpencerJohnsonOfficial]

Gotta love excel sheets. This has been my favorite one I’ve seen so far! May have to steal it from ya! Great video as always.

[Johnefinance]

Awesome Spreadsheet! Don't let Graham see that coffee budget 🤣

[BarbellFinancial]

I only started tracking my net worth when I was 28. Wish I started sooner as I would have paid attention more to where I was putting my money.

[MrThePessimist]

it doesnt take account debts though, but easily can be added i guess :) thx for this it works great !

[AKMax]

I use Mint because it tracks all my bank and investment accounts in real-time. Plus, it allows me to create fine-grained categories and add notes to each transaction (e.g., if it is something from shopping, then I'll add a note telling what that item was). But I like how you used that data to make those charts to give you more insights and just a better understanding of where you are with your finances. I will definitely try to play around with your spreadsheets, thank you! Given that Mint allows exporting all transactions with their metadata (like dates, categories, and notes) I can get the best of the app and your spreadsheets =)

[Admani]

Dude I love this! I think I’m gonna try this out

[blankn]

Absolutely amazing. All this hard work. Thank you for making this.

[redgun]

great vid and sheet. thanks so much for sharing man!

[digyant]

I also follow similar routine to keep track of my expenses. <3