As an auditor, recommending automation and increasing the efficiency of business processes are some of the things that I work towards on a day-to-day basis. Automation and having templates makes life easier for the 80% of things that we do that achieve 20% of the results.
One of the key templates that have helped me in my journey towards financial freedom, especially with regards to making investment decisions has been my poems tracking Excel workbook (spreadsheet). The name does not give a full description of what the spreadsheet does, it in fact has worksheets for the following items:
- Investment returns
- Speculating calculator
- Balance Sheet
- Financial calculator
Decision Support for Portfolio Management
Investment Returns
This worksheet helps to track all my income streams from capital gains, dividends, interest and others such as advertisements from blogs that I author. It really allows me to have some sense of what ...
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