Penny Pal Investment Planner Spreadsheet

Penny Pal Investment Planner. All your accounts in one friendly workbook.

Keep every investment in one place and see how you’re doing at a glance. Type your numbers into the yellow cells and the dashboard does the rest. It works in Excel and Google Sheets.

What you get:

• A dashboard with total value, what you put in, gain or loss, and an estimated yearly return
• Asset mix chart with your target mix, plus a Rebalance Helper that shows how much to buy or sell
• Holdings (up to 200), Accounts, deposits and withdrawals, dividends and interest
• Monthly snapshots that show growth beyond what you put in
• Goals with the monthly amount needed
• A Growth Planner with three “what if” paths for up to 40 years
• A Fee Finder that shows what lower fund fees could save
• A plain-English Learn tab and a Start Here page, with sample data to delete

Information only. This is not investment, tax, or legal advice. Your data stays in your own file. Price: $7.99, one-time.