Portfolio

Two-currency Budget Dashboard


The photo carousel is of a dashboard that is the first sheet of an in-depth Excel workbook that is connected to 6 other sheets. This is an in-depth workbook that tracks 2 currencies and can be applied to more than 2 or even just 1. This dashboard also tracks your FIRE (financial independence retire early) goal by demonstrating your percentage reached. This is connected to three sheets - Dividend, Networth and FIRE tracker. The latter of which calculates your FIRE number and age you can early retire based on the 4% rule.

This sheet was made for those within the FIRE community and numbers are associated with no one’s personal numbers.

Example formulas used within the sheet:

=VLOOKUP(Q10,$A$9:$M$19,MATCH($Q$1,$B$9:$M$9,0)+1,0)
=(SUM('Net Worth'!M20,'Net Worth'!M21,'Net Worth'!M27,'Net Worth'!M28,'Net Worth'!M24))/300000