I have 3 spreadsheets.
(1) Net worth
- I have data for every 6 months showing my total liabilities, total assets, and total net worth, which I've made into a pretty graph. It helps me feel like I'm making progress as I see the net worth go up.
(2) Expenses
- All my income and expenses broken down into categories, which I also track every 6 months to keep me honest on any possible sources of lifestyle inflation.
- In this spreadsheet, I also have an annual budget.
(3) FI projection
- In this spreadsheet, I have my projected savings from various sources of income and investment returns so that I can predict ~ how long it will take me to get to FI.
Essentially, if you were to use the equivalent from financial statements for a business, #1 = Balance sheet, #2 = income statement, #3 = cash flow + predicted growth.