Author Topic: best POST-FIRE spreadsheet?  (Read 1542 times)

lwid

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best POST-FIRE spreadsheet?
« on: March 05, 2020, 01:59:21 AM »
Hi all,

I'm finding so many amazing FIRE spreadsheets, but what I'm looking for is really a simple and comprehensive one for keeping track of my post-fire finances. I looked around a bit, but couldn't really find one (I may not have googled this right).

Any chance anyone here can recommend one? Thanks!

infromsea

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Re: best POST-FIRE spreadsheet?
« Reply #1 on: March 05, 2020, 08:10:46 AM »
The one you make.

If you've reviewed many of them and none of them were "just right" I suggest opening excel and making your own format.

I've been using my homebrew excel sheet for years, it's VERY simple and tracks what I want, nothing fancy at all, but it's easy to update, easy to follow, provides what I need, no muss, no fuss.

davisgang90

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Re: best POST-FIRE spreadsheet?
« Reply #2 on: April 20, 2020, 05:36:14 AM »
I'll second the idea of building your own.  Check out the spreadsheets that are out on the web and make one (or more of them) your own.

My spreadsheet has evolved over time.  It started with this monthly budget from Budgetsaresexy.com

https://www.budgetsaresexy.com/budgets/j_budget_template.xls

I've added lots of tabs to it over the years.  I have a tab for each month's budget, a tab for my investments that calculates out my investments over the years with adjustments for each life event (SS starts, RMDs required etc). 

I hide the sheets after the month has passed.  I've got about 100 sheets now, 80 of them hidden. 

Some other examples:
A sheet that lays out what my wife needs to do if I die as well as what her cashflow will look like after my death.

Tax info for the current year (donations etc.)

My disabled son's various accounts

Sheet that tracks my part time job pay for quarterly IRS estimated payments (I'm an independent contractor).

I also have several sheets for planned purchases and updates to our house.