![]() ![]() It includes a percentage of your income to be allocated to your needs and wants. It will automatically calculate the difference of years from current age to retirement age.įurthermore, it consists of the bifurcation of expenses. Insert your current salary, current age and the age when you plan to retire along with your desired amount you want to have at the time of retirement. The investment planner consists of your basic information about your current salary, age, anticipated retirement age, and your investment target. This template consists of 7 sheets: Investment Planner (2 Sheets), Investment Tracker (3 Sheets) and Summary (2 Sheets) Investment Planner Contents of Investment Tracker Excel Template Let us discuss the contents of the template and how to use it. In addition to the above, you can also download other personal finance templates like Savings Goal Tracker, Household Budget, Credit Card Payoff Calculator and Personal Income Expense Tracker from our website. ![]() Click here to Download All Personal Finance Excel Templates for ₹299. Furthermore, it also displays the accumulated amount of money at the end of 5 years and 10 years against your defined goal.Ĭlick here to download the Investment Tracker Excel Template. Track your investment on a monthly and yearly basis.Īdditionally, the template displays the ROI percentage for each year individually. We have created a simple and easy Investment Tracker Excel Template with predefined formulas and formating. Contents of Investment Tracker Excel Template. ![]()
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