Do you have multiple accounts for different assets but can't find a good way to summarize all of them?
Try this spreadsheet that I've been used for years!
✔ Regular updates NOT required.
✔ See your graphic growth with dynamic chart with time axis.
✔ Self define 20 asset / liability categories and limitless accounts.
✔ Auto calculation of most recent total values with pie chart.
✔ Select focused accounts for detail tracking. Know your investment allocation better in a easier way.
✔ Google Sheets format that works with your free gmail account, no need to install MS Office.
∎ Template contains ∎
Account overview tab
Log tab
Monthly overview tab
Annual overview tab
∎ How to buy a spreadsheet template? ∎
➀ Add to cart and complete checkout
➁ Download the PDF file directly on Pinkoi
➂ Enter the link given in the PDF, and log in to your own gmail account
➃ Copy the linked file to your own Google Drive and you're ready to go!
∎ Kind reminder∎
➀ This product is a spreadsheet template, including dynamic charts and functions that have been set up. Basic spreadsheet skills are required.
➁ This product is an electronic digital product, which can be downloaded within 15 days after purchase, and there will be no physical product logistics.
➂ This product belongs to electronic intellectual property, and it cannot be refunded, returned or exchanged after the transaction is completed, and seven-day appreciation period is not valid.
➃ The copyright of this product belongs to LAZY WORKAHOLIC, the file is only for personal use, please do not plagiarize, sell, or give to others, thank you.
➄ If you have any other questions, feel free send us a messages!
