Latest version number: V26

Features:

1. Dashboard View
   • Month/ Year Selector
   • Budget vs Actuals Breakdown
   • Summary Widgets
   • Sub-category Breakdown
   • Allocation Summary
2. Yearly Trends View
   • Annual Graphs
   • Category Analysis Widget
   • Net worth Graph
   • Account Analysis Widget
3. Zero-based Budget Planner
   • x2 Income Categories
   • x40 Income Sub-categories
   • x10 Expense Categories
   • x200 Expense Sub-categories
   • x20 Savings Categories
   • x20 Transfer Categories
   • x20 Debt Reduction Categories
4. Net worth Tracker
   • x20 Cash Accounts
   • x20 Savings Accounts
   • x20 Credit Cards or Loans
   • x20 Personal Assets
   • x20 Other Accounts (Investment etc.)
5. Bill Tracker
   • Automatic Status Update
   • Overdue Notifications
   • Calendar View
6. Cash Flow Analysis
   • Overspending Warnings
7. Financial Goals Tracker
   • x50 Goals
   • x5 Graphs
8. Transactions Import
   • Manual Entry
   • Bulk Manual Entry
   • Automatic .csv Import (pre-formatting required)
   • x10,000 Transactions
9. Customizations
   • Name personalisation 
   • Header colour options – Navy, Blue, Purple, Pink, Green, Gold, Gray
   • Display Picture 
   • All currencies supported
   • All languages supported
   • Date format selector

Please note:

• This workbook is Macroenabled.
• Spreadsheet Mastery Logos cannot be deleted.
• Sections of the template are password protected for Intellectual Property protection.
• Modification of the original template sheets is not permitted. You may add additional sheets to extend features. 
• System Requirements:
  Windows or Mac Computers ONLY
  Microsoft Excel Office 365 or Google Sheets 

It also works with Google Sheets for which you require a free Google Account. You will receive a PDF with a link to Make a Copy of the Google Sheets file. 

Latest version number: V1

Features:

1. Dashboard View
   • Strategy Selector
   • Strategy Comparison
   • Debt Balance Chart
   • Prinipal and Interest Chart
2. Snowball Method
   • Pay your smallest debts first
   • Mark payments as “Paid” from a drop down menu
   • See totals and overall progress
3. Avalanche Method
   • Pay your high interest debts first
   • Mark payments as “Paid” from a drop down menu
   • See totals and overall progress
4. Custom Order
   • Pay debts in a custom order
   • Mark payments as “Paid” from a drop down menu
   • See totals and overall progress
5. Configurations
   • x20 Debts
   • Maximum 30 year loan term
6. Customizations
   • Name personalisation 
   • Header colour options – Navy, Blue, Purple, Pink, Green, Gold, Gray
   • Display Picture 
   • All currencies supported
   • All languages supported

Please note:

• This workbook is Macroenabled.
• Spreadsheet Mastery Logos cannot be deleted.
• Sections of the template are password protected for Intellectual Property protection.
• Modification of the original template sheets is not permitted. You may add additional sheets to extend features. 
• System Requirements:
  Windows or Mac Computers ONLY
  Microsoft Excel Office 365 or Google Sheets 

Latest version number: V1

This workbook uses live pricing data from external sources.

Sources: CoinGecko, Google Finance, LSEG Data & Analytics 

Features:

1. Portfolio Summary
   • Overall Portfolio Value
   • Return on Investment 
   • Stock vs Crypto Investment Allocation Chart
2. Stock Dashboard
   • Key Portfolio Metrics
   • Sector Allocation 
   • Portfolio Allocation
   • Cap Size Allocation
   • 5 Stock Screener
   • Today’s Top Performer Widget
3. Stock Portfolio
   • Live Current Price
   • Day Change with 7 Day Change Graph
   • Sector Information
   • Market Cap (Billions)
   • Cap Size Data
   • Beta
   • Current Holdings Summary Information
   • 1 Day Return on Investment
   • Total Gain/ Loss
   • Total Portfolio Value
4. Crypto Dashboard
   • Top 10 Coins by Market Cap
   • Live Crypto Pricing
   • Key Portfolio Metrics
   • ROI Chart
   • Coin Allocation Chart
5. Crypto Portfolio
   • Live Current Price
   • 7 Day Trend
   • Day Change
   • Market Cap (Billions)
   • Current Coin Summary Information
   • 1 Day Return on Investment
   • Total Gain/Loss
   • Total Portfolio Value
6. Transactions Input
   • Buy, Sell, Dividend Inputs
   • Error Checking 
   • Guided Input 
7. Settings
   • Name customisation
   • Display picture 
   • Header colour
   • All currencies supported
   • All languages supported

Please note:

• This workbook is Macroenabled.
• Spreadsheet Mastery Logos cannot be deleted.
• Sections of the template are password protected for Intellectual Property protection.
• Modification of the original template sheets is not permitted. You may add additional sheets to extend features. 
• System Requirements:
  Windows or Mac Computers ONLY
  Microsoft Excel Office 365 or Google Sheets 

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