Free Monthly Personal Finance Printable

Earlier this month I created a printable to act as a monthly worksheet to track my own personal finance and other goals. Today I’ve decided to provide this printable here for free download on the page to thank you for your support. I hope you find it helpful to your own journey.

I’ve designed this monthly check in printable with the following features:

  • Goal Setting: Set your financial and non financial goals (up to 5 goals)
  • Transfer Tracker: Document the monthly goal amount you wish to save/ invest/ or reduce your debt by. Then track your progress towards this monthly goal each week.
  • Checklist: List your important monthly financial or non financial tasks. Never forget to track your expenses, update your net worth or set your goals.
  • Extra Savings: As an extra challenge and fun activity colour in and track your extra savings throughout the month.

This printable is available as a PDF file, and can be printed as many times as you want. It can be used in a budget/ personal binder (with space for a two hole punch), or you can use it like I do and place it on your fridge (as a powerful visual aid for the whole family).

If you are interested in giving this checklist a try I would love to see you using it so feel free to tag me in any socials with your tracker.

As with all my free printables no sign up is required (but I would love you to follow along if you want to).

Keep scrolling for the link to the file (use the download button below).

If you are wanting an editable version I still have the editable one available via Etsy that you can customise to your needs.

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FIRE Calculator / Compound Interest Calculator – Free Download

Do you know how much you need to invest each month to retire in X number of years? Well today I’m sharing a Financial Independence Retire Early and Compound Interest Calculator I created in Microsoft Excel that assisted me in finding the answer out for myself.

Late last year as I was approaching burn out I decided that in 2021 we would be taking a different approach to achieving our financial independence goals. We decided to calculate how much we actually needed to invest each month to reach financial independence, and contribute just that amount. Anything above that would be put towards living our best lives now (and not waiting for early retirement).

In the process of calculating our monthly figure I decided to create a simple calculator in Microsoft Excel. After creating the calculator and inputting our details it was clear that we could to take the pedal off the gas a little from 2021 onwards, and adjust our investing goals. This had the awesome consequence of me being able to reduce my hours at work, and will enable us to do more renovations to the house to improve our comfort levels.

I’m sure I’m not the only one who could benefit from doing a similar FI/FIRE Calculation so I’ve decided to upload this free to my blog (no sign up required although I would love it if you did).

I’ve included a few screenshots below of what the calculator looks like so you can make the decision to download or not (Please note the data in the spreadsheet and screenshots is example data only – not mine). The link to download the file is at the end of this post.

Screenshot – Tab 1 – FI / FIRE Goal Calculator (Example Data Only – Not Mine)

The spreadsheet contains two worksheet tabs:

  • FI / FIRE Goal Calculator – Where it calculates your FI number and gives you an indicative amount of how much you need to invest to hit your FI/FIRE goal.
  • Compound Interest Calculator – This is just a bonus really so you can have a play around and see what the future value of your investments may be.
Screenshot – Tab 2 – Compound Interest Calculator (Example Data Only – Not Mine)

To download the file simply click on the download link below.

To view my other Personal Finance Templates please feel free to visit me at ‘The Frank Basics’ Etsy Store.

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