I wanted to share and simultaneously ask for feedback on the following rather simple Google Finance "Expat Wealth Tracker". My goal was to build a simple spreadsheet which I can update monthly (or quarterly) to see how various investments change and keep an overview over all my accounts.
Key features include:
Link to Spreadsheet with ability to make a copy for your own use.
I'm still working on some additional functions and plan to also build an investment portfolio tracker, which can then be linked using Google Spreadsheet import functions. None of the functions should be third-party, so that everything stays private (as long as you trust Google).
Key features include:
- Categorize your accounts by overarching labels, such as "Cash", "Stock Investments", "Stock Profit", "Crypto Investment", "Crypto Profit", "Real Estate", "Bonus Points" etc., so that you can see how the respective categories change over time.
- Automatic currency conversion to a single standard currency based on current exchange rate (using Google Finance).
- Pie diagram to see your current asset distribution.
- Ability to take regular snapshots, i.e., you need to update your accounts by hand, but then just copy a single column over, so that you can track the history of your finances.
- Stacked chart of your financial history based on taking above snapshots.
- Ability to auto-import data from other spreadsheet (e.g., investment tracker etc.), so that you don't need to update these rows by hand.
Link to Spreadsheet with ability to make a copy for your own use.
What do you think? Do you have any suggestions for improvement? Any other ideas?
I'm still working on some additional functions and plan to also build an investment portfolio tracker, which can then be linked using Google Spreadsheet import functions. None of the functions should be third-party, so that everything stays private (as long as you trust Google).