How to keep a stock trading journal in a spreadsheet: one trade log drives P&L, win rate, per-ticker and per-strategy stats, monthly totals, and risk math.

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Dividend tracker dashboard with six KPI tiles reading annual dividend 2,833, monthly average 236, portfolio yield 2.7%, dividend growth rate 5.0%, 10 holdings, and 708 total received, above a monthly income preview

Oct 11, 2026

How to Track Dividend Income in a Spreadsheet

How to track dividend income in a spreadsheet: one holdings sheet drives annual income, portfolio yield, a monthly schedule, yield on cost, and DRIP.

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Crypto portfolio dashboard with six KPI tiles reading portfolio value 71,098, total invested 58,734, total gain 12,364, ROI 21.0 percent, 12 holdings, and top holding 35,000 BTC by market value, above an allocation breakdown table.

Oct 10, 2026

How to Track a Crypto Portfolio in a Spreadsheet

How to track a crypto portfolio in a spreadsheet: one holdings sheet drives market value, unrealized P&L, allocation, tax lots, DCA, and a dashboard.

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Subscription Tracker dashboard with six KPI tiles for monthly total 226, annual total 2,711, active count 14, largest 55, average per service 16, and potential savings 492, above a spending-by-category pie chart

Oct 9, 2026

How to Track Subscriptions in a Spreadsheet

How to track subscriptions in a spreadsheet: one log feeds a category breakdown, an annual projection, a price-history log, and a cancellation dashboard.

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Wedding Budget Ultimate dashboard with six KPI tiles reading total budget 34,500, total spent 33,510, remaining 990, 10 vendors booked, 4 payments pending, and 279 cost per guest, above a budget-by-category table opening with Venue, Catering, Photography/Video, and Flowers/Decor.

Oct 8, 2026

How to Build a Wedding Budget in a Spreadsheet

How to build a wedding budget in a spreadsheet: 14 categories, a vendor tracker, a payment schedule, guest cost analysis, and a live dashboard.

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Savings goal dashboard with six KPI tiles reading total saved 29,200, total target 96,000, overall progress 30.4%, goals on track 3 of 5, monthly total 2,400, and next goal due 3 months, above a savings-progress-by-goal chart

Oct 7, 2026

How to Track Savings Goals in a Spreadsheet

How to track savings goals in a spreadsheet: one goals list drives progress, months remaining, contributions, what-if scenarios, and a live KPI dashboard.

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Loan amortization dashboard with six KPI tiles reading total loan balance 272,000, monthly payment total 2,004, total interest 263,033, interest savings 59,286, combined payoff date Nov 2051, and average interest rate 6.5%, above a loan breakdown table listing a mortgage and a car loan.

Oct 6, 2026

How to Build a Loan Amortization Schedule in a Spreadsheet

How to build a loan amortization schedule in a spreadsheet: a loan-setup sheet, a month-by-month split of principal and interest, and an extra-payment model.

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Student Loan Payoff Ultimate dashboard with six KPI tiles: total student debt $63,000 across 4 loans, monthly payment $905, payoff date Oct 2033, total interest $14,445, debt-to-income ratio 15.4%, and interest saved $7,054, above a four-loan summary table.

Oct 5, 2026

How to Plan Student Loan Payoff in a Spreadsheet

A student loan payoff spreadsheet that plans several loans by the avalanche method: month-by-month schedule, repayment plan comparison, and refinance analysis.

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Retirement Calculator dashboard showing six KPI tiles for projected savings $2,646,349, 30 years to retirement, monthly income $13,226, savings surplus $657,268, required monthly $0, and Social Security $2,200, above a scenario comparison table for conservative, moderate, and aggressive returns.

Oct 4, 2026

How to Project Retirement Savings in a Spreadsheet

How to project retirement savings in a spreadsheet: assumptions, year-by-year growth, scenarios, sensitivity, and the withdrawal phase, with a worked example.

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Investment portfolio dashboard with six KPI tiles reading total value 74,444, total gain 15,656, 26.6% return, 15 holdings, 1,178 dividend income, and 1.6% yield, above a sector breakdown table

Oct 3, 2026

How to Track an Investment Portfolio in a Spreadsheet

How to track an investment portfolio in a spreadsheet: one holdings sheet drives market value, returns, asset allocation, dividends, and a live KPI dashboard.

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Household budget dashboard with six KPI tiles: total household income 8,275, total expenses 6,837, net savings 1,438, savings rate 17.4%, person 1 contribution 52.6%, and person 2 contribution 47.4%, above the start of a budget health summary table.

Oct 2, 2026

How to Build a Household Budget in a Spreadsheet

How to build a household budget spreadsheet for couples: multi-earner income setup, shared and individual expenses, a fair split, and a savings dashboard.

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Expense tracker dashboard with six KPI tiles reading total spent 3,210, daily average 104, largest expense 1,400, budget remaining 625, 41 transactions, and top category spend 1,400 for housing, above a spending-by-category pie chart

Oct 1, 2026

How to Track Expenses in a Spreadsheet

Expense tracker spreadsheet walkthrough: log each transaction once, then read a monthly summary, budget vs actual, spending trends, and a six-tile dashboard.

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Net worth dashboard with six KPI tiles reading total assets 553,200, total liabilities 221,000, net worth 332,200, debt-to-asset ratio 40.0%, monthly change 12,600, and monthly change 3.9%, above a rising net worth over time line chart

Sep 29, 2026

How to Track Net Worth in a Spreadsheet

How to track net worth in a spreadsheet: assets, liabilities, asset allocation, monthly snapshots, and year-over-year growth, with a worked example.

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Debt Payoff Calculator dashboard showing six KPI tiles: total debt $43,900 across 6 debts, weighted average APR 9.78%, monthly payment $1,205, avalanche payoff 43 months, total interest $6,987, and interest saved $5,118, above the start of a debt overview table.

Sep 28, 2026

How to Compare Debt Payoff Strategies in a Spreadsheet

A debt payoff calculator spreadsheet that computes snowball, avalanche, and a custom order side by side, with months to debt-free and total interest for each.

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Credit Card Payoff dashboard with six KPI tiles reading total credit card debt $12,600 across 4 cards, weighted average APR 22.04%, monthly payment $775, payoff date Nov 2027, total interest $2,646, and interest saved $21,677, above the start of a card summary table.

Sep 27, 2026

How to Build a Credit Card Payoff Plan in a Spreadsheet

How to build a credit card payoff plan in a spreadsheet: enter each card, set one extra payment, it computes payoff order, months, interest, and utilization.

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