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Book 1

The document is a personal finance and crypto investment tracker template that allows users to manage their monthly budget, track expenses, and monitor savings goals. It includes sections for income, expenses, investments, and a dashboard for financial overview with trends. Users can input data, categorize expenses, and analyze their financial performance through various metrics and charts.

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letuan234910
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33 views13 pages

Book 1

The document is a personal finance and crypto investment tracker template that allows users to manage their monthly budget, track expenses, and monitor savings goals. It includes sections for income, expenses, investments, and a dashboard for financial overview with trends. Users can input data, categorize expenses, and analyze their financial performance through various metrics and charts.

Uploaded by

letuan234910
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd

A1: Date | B1: CaA1: Date | B1: Category | C1: Amount | D1: Notes | E1: % of Income | F1: Sav

A2: 2025-05-01 | S A2: 2025-05-01 | Salary | 2000 | Monthly income | =ABS(C2)/$C$11*100 | 500
A3: 2025-05-02 | Foo A3: 2025-05-02 | Food | -50 | Groceries | =ABS(C3)/$C$11*100 |
A4: 2025-05-03 | Ren A4: 2025-05-03 | Rent | -500 | Apartment | =ABS(C4)/$C$11*100 |
A5: 2025-05-04 | Tra A5: 2025-05-04 | Transport | -100 | Gas | =ABS(C5)/$C$11*100 |
A6: 2025-05-05 | EnA6: 2025-05-05 | Entertainment | -30 | Movie | =ABS(C6)/$C$11*100 |
A7: 2025-05-06 | Utilities | -80 | Electricity | =IF($C$12=0,0,ABS(C7)/$C$12*100) | | | |
A8: 2025-05-07 | Internet | -40 | Wi-Fi | =IF($C$12=0,0,ABS(C8)/$C$12*100) | | | |
A9: 2025-05-08 | Savings | 400 | Bank transfer | =IF($C$12=0,0,ABS(C9)/$C$12*100) | | | |
A10: 2025-05-09 | Clothing | -120 | New shoes | =IF($C$10=0,0,ABS(C10)/$C$12*100) | | | |
A11: 2025-05-10 | Misc | -20 | Coffee | =IF($C$11=0,0,ABS(C11)/$C$12*100) | | | |
A12: 2025-05-11 | Insurance | -60 | Car insurance | =IF($C$12=0,0,ABS(C12)/$C$12*100) | | | |
A13: 2025-05-12 | Phone | -30 | Mobile plan | =IF($C$12=0,0,ABS(C13)/$C$12*100) | | | |
C14: Total | | =SUM(C2:C13) | | | | | |
C15: Total Income | | =SUMIF(C2:C13,">0") | | | | | |
C16: Total Expenses | | =SUMIF(C2:C13,"<0") | | | | | |
C17: Savings | | =C15+C16 | | | | | |
F18: Long-Term Goal | | 5000 | Months: 12 | | Progress: =IF(F18=0,0,C17/F18*100) | | |
| E1: % of Income | F1: Savings Goal
)/$C$11*100 | 500

$C$11*100 |

2*100) | | | |
A1: Platform | B1: Coin | C1: Amount Invested | D1: APY (%) | E1: Lock Period (Months) | F1: S
A2: Binance | USDT | 1000 | =IFERROR(VLOOKUP(A2&B2,Reference!A$2:C$10,3,FALSE),8) | 3 | 2025-05-01 | =
A3: Nexo | USDC | 500 | =IFERROR(VLOOKUP(A3&B3,Reference!A$2:C$10,3,FALSE),10) | 6 | 2025-05-01 | =
A4: Kraken | ADA | 200 | =IFERROR(VLOOKUP(A4&B4,Reference!A$2:C$10,3,FALSE),12) | 1 | 2025-05-01 | =
A5: Coinbase | ETH | 300 | =IFERROR(VLOOKUP(A5&B5,Reference!A$2:C$10,3,FALSE),6) | 12 | 2025-05-01 |
A6: Binance | BNB | 400 | =IFERROR(VLOOKUP(A6&B6,Reference!A$2:C$10,3,FALSE),7) | 3 | 2025-05-01 | =C6*D6/100*E6
A7: Coinbase | SOL | 250 | =IFERROR(VLOOKUP(A7&B7,Reference!A$2:C$10,3,FALSE),9) | 6 | 2025-05-01 | =C7*D7/100*E
A8: Kraken | XRP | 150 | =IFERROR(VLOOKUP(A8&B8,Reference!A$2:C$10,3,FALSE),5) | 2 | 2025-05-01 | =C8*D8/100*E8
C10: Total Invested | | =SUM(C2:C9) | | | | Total Expected: =SUM(G2:G9) | Total Actual: =SUM(H2:H9) | Total Net: =SUM(I2
ock Period (Months) | F1: Start Date | G1: Expected Profit | H1: Actual Profit | I1: Net Profit | J1: Tax | K1
0,3,FALSE),8) | 3 | 2025-05-01 | =C2*D2/100*E2/12 | 20 | =H2-(C2*0.001) | =IF(H2>0,H2*0.2,0) | =IF(TODAY()>F2+30*E2,0,DA
3,FALSE),10) | 6 | 2025-05-01 | =C3*D3/100*E3/12 | 12.5 | =H3-(C3*0.001) | =IF(H3>0,H3*0.2,0) | =IF(TODAY()>F3+30*E3,0,D
3,FALSE),12) | 1 | 2025-05-01 | =C4*D4/100*E4/12 | 2.5 | =H4-(C4*0.001) | =IF(H4>0,H4*0.2,0) | =IF(TODAY()>F4+30*E4,0,DA
0,3,FALSE),6) | 12 | 2025-05-01 | =C5*D5/100*E5/12 | 3 | =H5-(C5*0.001) | =IF(H5>0,H5*0.2,0) | =IF(TODAY()>F5+30*E5,0,DA
) | 3 | 2025-05-01 | =C6*D6/100*E6/12 | 2.33 | =H6-(C6*0.001) | =IF(H6>0,H6*0.2,0) | =IF(TODAY()>F6+30*E6,0,DATEDIF(TODAY(),F6+30
) | 6 | 2025-05-01 | =C7*D7/100*E7/12 | 3.75 | =H7-(C7*0.001) | =IF(H7>0,H7*0.2,0) | =IF(TODAY()>F7+30*E7,0,DATEDIF(TODAY(),F7+3
| 2 | 2025-05-01 | =C8*D8/100*E8/12 | 1.25 | =H8-(C8*0.001) | =IF(H8>0,H8*0.2,0) | =IF(TODAY()>F8+30*E8,0,DATEDIF(TODAY(),F8+30
=SUM(H2:H9) | Total Net: =SUM(I2:I9) | Total Tax: =SUM(J2:J9) |
I1: Net Profit | J1: Tax | K1: Days Left
) | =IF(TODAY()>F2+30*E2,0,DATEDIF(TODAY(),F2+30*E2,"d"))
,0) | =IF(TODAY()>F3+30*E3,0,DATEDIF(TODAY(),F3+30*E3,"d"))
) | =IF(TODAY()>F4+30*E4,0,DATEDIF(TODAY(),F4+30*E4,"d"))
) | =IF(TODAY()>F5+30*E5,0,DATEDIF(TODAY(),F5+30*E5,"d"))
6+30*E6,0,DATEDIF(TODAY(),F6+30*E6,"d"))
F7+30*E7,0,DATEDIF(TODAY(),F7+30*E7,"d"))
8+30*E8,0,DATEDIF(TODAY(),F8+30*E8,"d"))
A1: Coin | B1: Quantity | C1: Buy Price | D1: Current Price | E1: Total Value | F1: Profit/Loss | G
A2: BTC | 0.01 | 60000 | 65000 | =B2*D2 | =E2-(B2*C2) | =IF(C2=0,0,((D2-C2)/C2)*100) | =IF($E$10=0,0,E2/$E$10*100) | 0
A3: ETH | 0.5 | 3000 | 3200 | =B3*D3 | =E3-(B3*C3) | =IF(C3=0,0,((D3-C3)/C3)*100) | =IF($E$10=0,0,E3/$E$10*100) | 0.0
A4: SOL | 1 | 150 | 160 | =B4*D4 | =E4-(B4*C4) | =IF(C4=0,0,((D4-C4)/C4)*100) | =IF($E$10=0,0,E4/$E$10*100) | 0.04
A5: ADA | 10 | 2 | 2.2 | =B5*D5 | =E5-(B5*C5) | =IF(C5=0,0,((D5-C5)/C5)*100) | =IF($E$10=0,0,E5/$E$10*100) | 0.05
A6: XRP | 50 | 0.5 | 0.55 | =B6*D6 | =E6-(B6*C6) | =IF(C6=0,0,((D6-C6)/C6)*100) | =IF($E$10=0,0,E6/$E$10*100) | 0.03
A7: BNB | 0.2 | 500 | 520 | =B7*D7 | =E7-(B7*C7) | =IF(C7=0,0,((D7-C7)/C7)*100) | =IF($E$10=0,0,E7/$E$10*100) | 0.03
A8: USDT | 100 | 1 | 1 | =B8*D8 | =E8-(B8*C8) | =IF(C8=0,0,((D8-C8)/C8)*100) | =IF($E$10=0,0,E8/$E$10*100) | 0.01
E10: Total Value | | | | =SUM(E2:E9) | Total Profit/Loss: =SUM(F2:F9) | Total % Change: =IF($E$10=0,0,SUMPRODUCT(G2:G
al Value | F1: Profit/Loss | G1: % Change | H1: % Portfolio | I1: Volatility
| =IF($E$10=0,0,E2/$E$10*100) | 0.02
=IF($E$10=0,0,E3/$E$10*100) | 0.03
F($E$10=0,0,E4/$E$10*100) | 0.04
$E$10=0,0,E5/$E$10*100) | 0.05
F($E$10=0,0,E6/$E$10*100) | 0.03
IF($E$10=0,0,E7/$E$10*100) | 0.03
($E$10=0,0,E8/$E$10*100) | 0.01
=IF($E$10=0,0,SUMPRODUCT(G2:G9,H2:H9)/100) | |
A1: Dashboard - Financial Overview
A2: Metric | B2: Value | C2: Trend
A3: Total Income | ='Monthly Budget'!C15 | =SPARKLINE('Monthly Budget'!C15,{"charttype","line";"color","blue"})
A4: Total Expenses | ='Monthly Budget'!C16 | =SPARKLINE('Monthly Budget'!C16,{"charttype","line";"color","red"})
A5: Savings | ='Monthly Budget'!C17 | =SPARKLINE('Monthly Budget'!C17,{"charttype","line";"color","green"})
A6: Savings Rate | ='Monthly Budget'!H2 | =SPARKLINE('Monthly Budget'!H2,{"charttype","line";"color","blue"})
A7: Total Invested (Crypto) | ='Crypto Investment Plan'!C10 | =SPARKLINE('Crypto Investment Plan'!C10,{"charttype","line";
A8: Total Net Profit | ='Crypto Investment Plan'!I10 | =SPARKLINE('Crypto Investment Plan'!I10,{"charttype","line";"color","g
A9: Total Portfolio Value | ='Portfolio Tracker'!E10 | =SPARKLINE('Portfolio Tracker'!E10,{"charttype","line";"color","blue"})
A10: Total % Change | ='Portfolio Tracker'!G10 | =SPARKLINE('Portfolio Tracker'!G10,{"charttype","line";"color","green"})
A11: Alerts | |
A12: Savings Rate Status | =IF('Monthly Budget'!H2<20,"Below Target (<20%)","On Target (>=20%)") |
A13: Portfolio Performance | =IF('Portfolio Tracker'!G10<0,"Negative Return","Positive Return") |
pe","line";"color","blue"})
ttype","line";"color","red"})
ine";"color","green"})
","line";"color","blue"})
ment Plan'!C10,{"charttype","line";"color","purple"})
an'!I10,{"charttype","line";"color","green"})
{"charttype","line";"color","blue"})
harttype","line";"color","green"})

et (>=20%)") |
A1: Personal Finance & Crypto Investment Tracker - Instructions
A2: This template helps you manage your finances and crypto investments. Follow these steps:
A3: 1. Monthly Budget
A4: - Enter income (positive, e.g., 2000) and expenses (negative, e.g., -50) in columns A:D.
A5: - Use the Category dropdown (B2:B13) or type Notes (D2:D13) and click "Auto-Categorize".
A6: - Set a monthly Savings Goal (F2) and Long-Term Goal (F18).
A7: - Check Surplus/Deficit (G2), Savings Rate (H2), and Goal Progress (I2).
A8: - View the Expense Breakdown Pie Chart (K2:O11) and Monthly Summary (Q2:S6).
A9: Example:
A10: Date | Category | Amount | Notes | % of Income
A11: 2025-05-01 | Salary | 2000 | Monthly income | 100%
A12: 2025-05-02 | Food | -50 | Groceries | 2.5%
A13: 2. Crypto Investment Plan
A14: - Add staking/savings details in columns A:F (use dropdowns for Platform and Coin).
A15: - APY is auto-filled (D2:D9) from the Reference sheet.
A16: - Update Actual Profit (H2:H9) monthly and check Net Profit (I2:I9) and Tax (J2:J9).
A17: - Monitor Days Left (K2:K9) for lock periods.
A18: - View the Profit Comparison Column Chart (M2:R11).
A19: Example:
A20: Platform | Coin | Amount | APY (%) | Lock Period | Start Date | Expected Profit | Actual Profit | Net Profit | Tax
A21: Binance | USDT | 1000 | 8 |3 | 2025-05-01 | 6.67 |7 |6 | 1.4
A22: 3. Portfolio Tracker
A23: - Enter holdings in columns A:D (use Coin dropdown in A2:A9).
A24: - Update Current Price (D2:D9) manually or click "Update Prices" for auto-fetch.
A25: - Check Total Value (E2:E9), Profit/Loss (F2:F9), % Change (G2:G9), and % Portfolio (H2:H9).
A26: - Assess Volatility (I2:I9) for risk.
A27: - View the Portfolio Allocation Pie Chart (K2:O11).
A28: Example:
A29: Coin | Quantity | Buy Price | Current Price | Total Value | Profit/Loss | % Change | % Portfolio | Volatility
A30: BTC | 0.01 | 60000 | 65000 | 650 | 50 | 8.33% | 45.5% | 0.02
A31: 4. Dashboard
A32: - View key metrics: Total Income, Expenses, Savings, Invested, Portfolio Value, etc.
A33: - Check Alerts (A12:A13) for Savings Rate and Portfolio Performance.
A34: - Use Sparklines (C3:C10) to see trends (requires historical data).
A35: 5. Troubleshooting
A36: - #DIV/0! error? Ensure no zero values in Total (C14) or Buy Price (C2).
A37: - Incorrect totals? Avoid text in number fields (e.g., "100$" instead of 100).
A38: - Date issues? Use YYYY-MM-DD (e.g., 2025-05-01).
A39: - Macro not working? Enable macros in Excel (File > Options > Trust Center).
A40: 6. Tips
A41: - Aim for a 20% Savings Rate (H2 in Monthly Budget).
A42: - Diversify investments (USDT for stability, BTC for growth).
A43: - Update prices daily on [Link] or use the "Update Prices" button.
A44: - Set realistic Long-Term Goals (F18) and track progress.
A45: 7. Frequently Asked Questions (FAQ)
A46: - How to update coin prices? Use the "Update Prices" button or manually enter data from [Link].
A47: - How to add more coins? Add new rows in Portfolio Tracker and update the Reference sheet.
A48: - Why is my Savings Rate low? Check Total Expenses (C16) and reduce unnecessary spending.
A49: 8. Resources
A50: - Crypto prices: [Link], [Link]
A51: - Staking guides: [Link]/en/learn, [Link]/blog
A52: - Excel tutorials: [Link]/results?search_query=excel+basics
A53: 9. Support
A54: - Email: [your-email@[Link]] (optional)
A55: - Video Tutorial: [Insert YouTube/Google Drive link]
Actual Profit | Net Profit | Tax

| % Portfolio | Volatility
ta from [Link].

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