Investing & Net Worth Printables
Quarterly review and rebalance: net worth statement, portfolio tracker with rebalance ±$, dividend / income log, 401(k) / IRA contribution tracker, HSA receipts log (stealth-IRA), crypto cost basis (FIFO/LIFO), per-receipt tax deduction ledger, IRS-grade charitable giving log, and a FIRE number worksheet.
📈Personal Finance — Investing & Net Worth
All personal finance — investing & net worth →401(k) / IRA Contribution Tracker
Per-account YTD vs annual limit with employer match and remaining-to-cap columns — covers 401(k), Roth, IRA, HSA, and backdoor Roth in one grid.
Charitable Giving Log (IRS-Grade)
Per-org EIN, 501(c)(3) status, cash + non-cash FMV, and IRS Pub 526 category column — distinct from a casual donation log.
Crypto Holdings & Cost Basis
Per-lot coin, wallet / exchange, acquired date, cost basis, and gain / loss column — the audit trail crypto exchanges don’t reliably provide.
Dividend / Income Log
Per-payment date, type (qualified / ordinary / interest), gross, tax withheld, and YTD running total — what 1099-DIV / 1099-INT will say in February.
FIRE Number Worksheet
Per-category monthly → annual → × 25 / × 20 / × 33 columns — the conversation the 4% rule starts but rarely finishes on a single sheet.
HSA Receipts Log
Per-receipt date, provider, amount, and reimburse-year column — the document trail for the ‘pay out-of-pocket, reimburse decades later’ HSA play.
Investment Portfolio Tracker
Per-position ticker, account, allocation %, and rebalance ± column — the sheet that turns drift into a Sunday afternoon decision.
Net Worth Statement (Quarterly)
Quarter-over-quarter assets and liabilities with a delta column — the trendline that monthly budget worksheets don’t show.
Tax Deduction Tracker
Per-receipt date, vendor, amount, and Schedule + line column — the actual ledger, not the year-end checklist that depends on it.
📜Estate Planning & Legacy
All estate planning & legacy →⛰️Outdoor & Adventure
All outdoor & adventure →💰Budget & Finance
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