# CompiledSanity Personal Finance Sheets

## CompiledSanity Personal Finance Sheets

- [Hello & Welcome!](https://guide.cspersonalfinance.io/readme.md): Welcome to the comprehensive getting started guide and instruction set for the CompiledSanity Personal Finance Template.
- [Initial Steps](https://guide.cspersonalfinance.io/getting-started/initial-steps.md): How to get started with the CompiledSanity Finance Sheet
- [Updates & Migrations](https://guide.cspersonalfinance.io/getting-started/upgrading-from-an-older-version.md): Upgrading from an older Sheet version is extremely simple with the built-in migration tool.
- [Sheet Options Tab](https://guide.cspersonalfinance.io/getting-started/sheetoptions-tab.md): The Sheet Options tab is a central hub of all settings and inputs into the sheet. These inputs then flow onwards through to the rest of the tabs where needed.
- [Recording a Month](https://guide.cspersonalfinance.io/getting-started/recording-a-month.md): Recording a month locks in your asset values at a certain moment in time, enabling you to gain a sense of progress month to month. This will then be reflected in graphs and tables throughout the sheet
- [FAQs](https://guide.cspersonalfinance.io/getting-started/faqs.md): A full list of FAQs related to the sheet. Have one that isn't answered here? Ask in the subreddit!
- [Cash](https://guide.cspersonalfinance.io/investments/cash.md): The Cash tab tracks your cash accounts and savings goals.
- [ETFs & Shares](https://guide.cspersonalfinance.io/investments/etfs-and-shares.md): The ETF and Shares tabs track your past purchases and current live price movements of your assets.
- [Managed Funds](https://guide.cspersonalfinance.io/investments/managed-funds.md): The Managed Fund tab tracks your investments live prices and performance of your holdings.
- [How to find an Asset Ticker](https://guide.cspersonalfinance.io/investments/how-to-find-an-asset-ticker.md): This sheet supports live pricing from Google, MorningStar, FT.com and Yahoo Finance. Depending on where your asset is listed, use the corresponding pricing provider.
- [Dividends](https://guide.cspersonalfinance.io/investments/dividends.md): Dividends form a very important part of investment returns, especially high-dividend paying stocks. By entering dividends, you keep your performance statistics accurate.
- [Property](https://guide.cspersonalfinance.io/investments/property.md): The Property Tab tracks the performance of owned real estate as well as associated mortgages.
- [Crypto](https://guide.cspersonalfinance.io/investments/crypto.md): The Crypto tab tracks your investments live prices and performance of your Crypto holdings.
- [Net Worth](https://guide.cspersonalfinance.io/summary-tabs/net-worth.md): The Net Worth Dashboard is a summary fed by the data in all the other tabs combined. Its purpose is to give you a holistic glance of your financial position, and how you have progressed over time.
- [Budget](https://guide.cspersonalfinance.io/summary-tabs/budget.md): The Budget tab is designed to help you put together a detailed budget, and also inform the rest of the Sheets automations about how much you would expect to spend in a month.
- [Retirement](https://guide.cspersonalfinance.io/summary-tabs/retirement.md): The Retirement tab tracks the performance and change in your Retirement accounts over time. This can be your Super, Pension, 401k, IRA or any other type of retirement balance.
- [Liabilities & Debts](https://guide.cspersonalfinance.io/summary-tabs/liabilities-and-debts.md): The liabilities and debt tab keeps track and provides a variety of statistics on any outstanding loans. This may include a Student loan, Car Loan or Credit Card debt.
- [FIRE 🔥](https://guide.cspersonalfinance.io/summary-tabs/fire.md): The FIRE tab is an automatic FIRE calculator, predicting your pathway to financial independence and retiring early based on your live Net worth and spending habits.
- [Other Assets](https://guide.cspersonalfinance.io/summary-tabs/other-assets.md): The Other Assets tab is a catch all tab for any assets that you would like included in your Net Worth. Any type of asset can be entered into this table.
- [Side Income](https://guide.cspersonalfinance.io/summary-tabs/side-income.md): The Side Income tab is the catch all tab for any irregular and non-salaried income. In this tab you can place income from Side Hobbies or Rental Income.
- [History](https://guide.cspersonalfinance.io/summary-tabs/history.md): The History tab forms the central database of the Sheet. All historical data across all the Assets are stored in this Sheet.
- [Capital Gains Calculator](https://guide.cspersonalfinance.io/summary-tabs/capital-gains.md): New to the Sheet in v2.11.4 is a new Capital Gains feature to help provide an estimated FIFO Capital Gains amount owing, a helpful estimate for tax time.
- [Algorithmic Investing](https://guide.cspersonalfinance.io/general-information/algorithmic-investing.md): One of the unique and helpful features of the Sheet is an algorithmic rebalancing feature, which helps you intelligently identify where to put your money next.