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…

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…

Hey guys. Any update on when the FIRE sheet will be available?

Finally got a chance to play with the Cash Flow forecast and Retirement Planner spreadsheets and they are great! I don’t have budget data so I had to enter estimates using the life planner section. took me a while to work out MY bugs but I think I have a fairly good representation of my situation.…

Hi @markchuteski , I’m glad you are enjoying the sheets. It certainly can work without using budgets. There are a number of ways to do it. For example you can set-up a life event of Income and another of Expense. The Income could have a year range so you could adjust the end year. That would let…

So I have it set up with expenses and income in the cash flow, but here is my problem. When I get to the retirement planner I have both the withdrawal rate and the expense part coming out of my investments when in reality it is the withdrawal rate that is paying for the expenses. does that make se…

Hi @markchuteski , I’m not fully clear on what you are saying I have both the withdrawal rate and the expense part coming out of my investments when in reality it is the withdrawal rate that is paying for the expenses. Are you saying it is double-counting? Would it be possible to make in an ad…

Retirement Planner / FIRE Sheet - Request for Feedback

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jono February 27, 2021, 10:58pm 38

Hi @DL19 ,
We released the FIRE sheet a few weeks ago. But we are calling it the Retirement Planner, since it’s not just for FIRE. It’s for retirement in general.

It was mentioned earlier in this thread. But here’s a link to the details:

Let us know what you think.

Jon

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Retirement Planner / FIRE Sheet - Request for Feedback

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