The Demo Site

After a couple of weeks of Excel development, I finally have a usable workbook that we can use in managing our family's finances. It will continue to be a work in progress but it is in a state now that I can share this others.

First area that I addressed is the budget plan and expense tracking. I leveraged the initial envelope budget workbook I previously created. I extended from this is and included the tracking for the actual monthly expenses.

Next thing that I needed to track was our net worth. This section showed all of our assets and liabilities at any given time. There is an asset allocation table that shows the distribution of our assets and another table to show the key performance indicators that we track.

The most important feature that I added is the Household Finance Dashboard. In this tab, I can easily monitor what my current financial status. I used key personal finance ratios to determine our financial health. There are also sections to show how diversified my portfolio compared to recommended mix for my age and another section to track our expenses.


This dashboard is not yet complete. I am planning to add a section to track our short and long-term goals. I am still thinking how to effectively do this. If you have some suggestions, feel free to share them with me.

If you are interested with the workbook, here is the link.