![]() ![]() ![]() Note: You should only update the cells that have a light green background because all other fields have formulas and will update automatically. ![]() To fill out this page of the spreadsheet, copy the previous month’s column, change the column header to the current month, and then populate the fields that have a green background with the latest data from Personal Capital. It’s the best tool I’ve found for managing my portfolio so I definitely recommend it. If you don’t have a Personal Capital account, you can sign up for free here. Luckily, this step is easy because Personal Capital* aggregates all of your accounts for you. The first tab in the spreadsheet is where you record your monthly account balances and calculate your net worth. If you haven’t already downloaded the spreadsheet, click here to get instant access! Net Worth Tab ![]() This page explains how to use my personal financial independence spreadsheet. ![]()
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