The Money with Katie 2024 Wealth Planner is finally here! 🥳
Master your money in 2024 with your new wealth-building sidekick. Optimized to work on Google Sheets (Katie’s personal favorite, and the version shown in the tutorial), Excel for Mac, or Excel for PC (versions 365 and 2021 supported), this is not your average spreadsheet.
🥰 Loved by 10,000+ users
📈 Your data stays yours
💸 One price, one time (not a subscription)
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HERE’S HOW IT WORKS:
🪄 Fill out your dashboard | First, you’ll enter information about your income, make a spending plan, and load your assets and accounts. This tab powers the rest of your Wealth Planner—add your details and watch the magic happen!
💻 Review your personalized best practices | You’ll see an ideal monthly budget breakdown with explanations based on your income, as well as estimates for your federal, state, and FICA tax liability.
📈 Track your net worth | At the end of every month, you’ll update account balances and loan balances in your Net Worth tab. You’ll be amazed at how tracking your progress will supercharge your progress.
👀 See where you stand | Based on your income, invested assets, spending, and a few other assumptions, you’ll see how the next 40 years are projected to go—and when you’re currently expected to become financially independent. Play with different safe withdrawal rates, inflation rates, and returns to see how your financial future might unfold.
🗓️ Fill it out monthly | Every month, you’ll enter your spending and investing moves—and see how your trends are changing over time. Hold yourself accountable with live save rate updates and real-time progress to financial independence.
🔍 Generate insights you can use | Your Year in Review tab will update throughout the year and allow you to view data in 3-month, 6-month, and full year increments. See monthly averages, annualized summaries, and trends in one place. Plus, learn about your spending behavior, like where you tend to see the most volatility or go the most over-budget.
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♥️ “I look forward to filling out my Wealth Planner every month. Because I was finally tracking my finances, I was able to bring my net worth from negative $60,000 last September to positive [this year].”
♥️ “I’ve made homemade budgets and net worth trackers for myself, but since my husband and I got married 3.5 years ago we had never looked at our spending, net worth, and most importantly, financial independence number from a joint perspective. Using this Planner, we’ve happily realized we will reach FI in 2034, when we’ll be 48 years old.”
♥️ “We can communicate about money proactively and have end-of-month spreadsheet dates to recalibrate and celebrate our joint and personal goals!”
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⭐⭐⭐⭐⭐ Want to learn more? Watch the video breakdown or check out this deeper dive. Still have questions? Email support@morningbrew.com.
This product is final sale.
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