I’m working on a new Retirement Planner / FIRE template and we’d like to get your feedback. The sheet will build on the recent Cash Flow Forecast sheet which handles income, expenses, and future life events. The new sheet adds investments to the forecast. We will give you the ability to select an…

Jon, You must have drawn the short straw here. Good luck. The first item you mentioned was investment growth rate. I would like to be able to associate a growth rate with every investment asset that I have. So, if I have three accounts and each account has two positions, I would like to have si…

Thanks @Blake for your helpful feedback and suggestions. You organized some of the issues very clearly. We don’t have a rollout date yet. I can’t even give you an estimate. I think we were close, but we are trying our best to deal with the complexities. One concept we are considering is to allow y…

Great feedback, @Blake . There are some parts of what you’re requesting that we will be able to implement and some parts that are well beyond the scope of our project. Within a spreadsheet, there are some significant performance, UX and special-case constraints that do not exist within dedicated re…

I am well aware of the constraints. You do the best you can with what you have. It is better than nothing. Are you guys going to charge extra for this? Cheers.

These templates will be free just like the rest of the Tiller Money Labs templates.

@randy What is this then? [image] Asset Allocation and Portfolio Management Show & Tell [image] Money matters because life matters more. :moneybag:Interested in investment holdings data in your spreadsheet? [image] Join our Beta for free early access to this new pre…

That link is to a beta for positions/holdings feeds, @blake . This thread is about a template.

Thanks everyone in this thread for your feedback and suggestions. It was very helpful! We have just released our first version of the new Retirement Planner. You can read about it and find out how to install it here: [image] Docs: Retirement Planner Template gSheets Templ…

[image] jono: Let us know if you see anything wrong with the sheet. We have tested it a bunch but if something is wrong, we’d like to know about it. Amounts in hidden categories are not included, so that might be what caused your confusion? I think the issue might be that I have a huge “net…

Hi @aronos , I’m not completely clear on the issue you are having. But if you have an unusually large budget amount in a category in the current year that won’t be true going forward, you could create a life event with the same category name in the Cash Flow sheet starting next year with a 0 or low…

Retirement Planner / FIRE Sheet - Request for Feedback

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Blake January 19, 2021, 11:54pm 32

@randy

What is this then?

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Retirement Planner / FIRE Sheet - Request for Feedback

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