Finance OS Tracker Bundle

Finance OS Tracker Bundle — Overview

An all-in-one financial management system designed to help you track income, expenses, savings, debt, and net worth in one organized spreadsheet—without apps, subscriptions, or complexity.

Who This Bundle Is For

• Individuals managing personal finances

• Freelancers and solopreneurs

• Households tracking shared expenses

• Anyone working toward financial stability and clarity

• Users who prefer spreadsheets over finance apps

What This Bundle Helps You Do

• Understand exactly where your money goes

• Build and stick to a realistic budget

• Track savings and debt repayment progress

• Monitor cash flow and net worth over time

• Make informed financial decisions with confidence

What’s Included (Tracker Breakdown)

Core Financial System

• Master Finance Dashboard

• Monthly Financial Overview

• Yearly Financial Summary

Income & Cash Flow

• Income Tracker (multiple sources)

• Cash Flow Tracker

• Paycheck Allocation Planner

Budgeting & Expenses

• Monthly Budget Planner

• Category-Based Expense Tracker

• Fixed vs Variable Expenses Sheet

• Annual Budget Overview

Savings & Goals

• Savings Tracker

• Sinking Funds Tracker

• Emergency Fund Tracker

• Financial Goals Planner

Debt & Obligations

• Debt Tracker (loans, credit cards)

• Debt Paydown Planner

• Interest & Balance Monitoring Sheet

Investments & Net Worth

• Net Worth Tracker

• Asset & Liability Tracker

• Investment Overview Tracker

Core Dashboards

• Master Finance Dashboard – real-time snapshot of income, expenses, savings, debt, and net worth

• Monthly Overview Dashboard – month-by-month financial performance

• Yearly Summary Dashboard – annual trends and financial growth