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Personal Finance

Success Tracker
 

Congratulations for saying yes to YOU!


Congratulations because using this tracker is your first step to FINANCIAL FREEDOM. Trust me!
I've noticed that a lot of people are struggling in terms of tracking their personal finances (yes, even with all the mobile apps available, lol!). Don't worry because I'm also one of those who tried using apps before but for the past years, this structure that I designed really helped me a lot especially coz I love gsheets and find it easier to use and help with managing my money (and tbh everything that I do). Personally, I prefer a simple tracker, so let’s not make it complicated.
Some things to note:
Important to understand why you are committing to this: What's your purpose of doing this? What's your main intention in managing your personal finances? What are your goals?
This is designed on a weekly tracking basis because most of my businesses and side hustles are either variable or commission/contract-based. I find it easier to track weekly too!
This is a downloadable file that you can edit based on your own lifestyle.
Don't be too hard on yourself. It might be hard at first especially if you currently do not have a structure and that's perfectly fine! Take it one week at a time. Hehe!
Be crazy around this. Make a copy, design, and edit it at your own liking!
I added some random notes to help guide you. But if you still find yourself lost, you can always message me! I'd be glad to support you or even be your accountability buddy on this! :) So here it is, I'm sharing this Personal Finance Master Tracker that I personally use to somehow help friends and clients with their financial management. Important to master how to manage what you have currently, no matter how much that is. I hope this helps you too as much as it helps me! :)

Your Financial Coach,

Coach Yani


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Get all this for free:
make a copy of this doc
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THE SECRET SUCCESS FORMULA:

INCOME - SAVINGS = EXPENSES


Yani's Simple Rules to Financial Freedom

Create goods HABITS around your finances. Start tracking today. Small progress is better than none. Remind yourself that it is SIMPLE, EASY, & FUN to manage your money (because it really is!).
Don't cheat on your tracker! I personally renamed mine "Top Secret X" - Obviously, I prefer not sharing it to anyone. My mindset is, when I cheat here, I'm only cheating on myself.
Always remember that it's not about how much you earn but how you manage your finances, how much you spend, save, and keep. DISCIPLINE is the most important value to practice.
If you find it useful, I hope you can share this to people you love as well. My suggestion is that you use it first for at least a month, then share it only if you find it personally useful.
Want to print your doc?
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Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
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