Author Topic: Excel sheet for FIRE/withdrawal phase?  (Read 1681 times)

FIRE 20/20

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Excel sheet for FIRE/withdrawal phase?
« on: September 03, 2018, 08:42:18 AM »
I am about a year out from FIRE, and I would like to create a spreadsheet to track my budget, asset allocation, withdrawal rate, planned vs. actual expenses, etc.  I've looked at existing tools but haven't found anything that has everything I'm looking for.  I'd also like to be able to modify it myself, and I'm relatively good with Excel after using it for decades in a cubicle.  I've started to create one in my spare time, but if anyone in the MMM community already has something I'd love to get a copy so I can get some ideas.  Some things I'm looking for:

Ability to separate out relatively consistent expenses - homeowner's insurance, utilities, food - from highly variable expenses - new roof, car replacement, etc.
Ability to handle asset allocation changes as I implement a rising equities glidepath
Track 5-year expenses and available cash so I can modify my Roth IRA ladder year-to-year as needed (if I spend a lot less than planned in year 2 then I will want to reduce Roth withdrawals)
etc.

Thanks in advance!