OmniAura Finance Team
Designed by educators & planners
Investment & Savings Tracker Spreadsheet
Track your net worth, investments and savings goals in one clean, auto-calculating spreadsheet — Google Sheets and Excel.
2,800+ members have access · 22 downloaded today
Choose your plan
Everything included in your subscription
23 bundles + 2 SaaS tools. If bought separately, that's $200+. Pro members pay $15/month.
Included in OmniAura Pro
Budget & Savings Bundle + all 22 other premium products — from $15/month
How delivery works
Complete checkout
Secure payment via Stripe — takes under 60 seconds.
Instant access
Your download link appears immediately on the confirmation page.
Download & use
Open in your preferred app and start using right away.
What this does for you
Track your wealth as it grows.
Who it's for: Investors who want a clear view of their financial picture
About this product
A clean, easy-to-use spreadsheet that brings your money together in one place. Track your net worth, investments, savings goals and progress over time, with automatic totals and simple charts. Just enter your numbers and the dashboard updates itself. Works in Google Sheets and Microsoft Excel — instant download, yours to keep.
Try it before you download
No sign-in required to preview. Your own copy is saved to your Google/Notion account.
What's inside
- FIRE calculator — 7 inputs, 7 outputs, all live
- Trinity study 4% rule withdrawal math
- Coast FIRE — when you can stop saving
- Net worth tracker — 6 accounts × 12 months
- Savings rate calculator with monthly goal
Best for
Anyone targeting financial independence who wants math, not vibes.
File types included
Excel (.xlsx)
Microsoft Excel 2016+
Google Sheets
Free with Google account
PDF (.pdf)
Any PDF reader
Software compatibility
✓ No special software required for PDF files. Excel files require Microsoft Excel 2016 or later, or Google Sheets (free).
What early reviewers say
Sarah M.
2 days agoHad the Canva Social Media Kit live in my client's project the same day — every layout pre-sized, I only needed to swap in the brand hex codes.
James T.
1 week agoThe budget spreadsheet cut my weekly tracking from four hours to about 20 minutes — it auto-calculates everything from my paycheck input. I open it every Monday.
Priya K.
2 weeks agoCustomised the Canva design in under 20 minutes for a client pitch deck. They asked where I got the file — I ended up recommending OmniAura to three colleagues.
License
Personal & Commercial License
Use in client work, your own products, and personal projects.
OmniAura Pro
Kids Learning + Budget Planner + 50+ premium products — all in one subscription
- 50+ premium products — instant access to all downloads
- kids learning & phonics printables
- Budget Planner — Google Sheets & Excel budgeting
- Excel, Notion, PDF, Canva & PNG formats
- Personal & commercial use license
- Priority support · New tools and bundles added continuously
Cancel anytime · Instant access · 30-day guarantee
What you're getting
Secure payment
Stripe encrypted
Instant delivery
Download now
30-day guarantee
Full refund
2,800+ subscribers
4.9★ avg rating
The transformation
You know you want to retire early but have no idea if you're on track.
You have an exact FI date, know your Coast FIRE number, and can see the impact of every spending decision.
Who uses this
Calculating exactly when you can retire early
Testing different savings rates to see the time difference
Understanding Coast FIRE and when you can stop contributing
Validating that your portfolio will last 40+ years
Planning a part-time Barista FIRE lifestyle
What's inside — sheet by sheet
Click each tab to explore what every sheet does.
FI Calculator
Enter income, expenses, and savings rate to see your exact FI date.
Everything included
FI number calculator (25x rule + custom multipliers)
500-scenario Monte Carlo simulation with success rates
Coast FIRE, Barista FIRE, and Lean FIRE timelines
3 safe withdrawal rate comparisons (4%, 3.5%, 3%)
24-month net worth tracker with growth chart
Three-fund portfolio allocator with rebalancing bands
Inflation-adjusted FI projections
Sequence of returns risk visualizer
Setup guide + FIRE strategy explanation (PDF)
Customer reviews
241 reviews
Derek S.
✓ Verified2026-04-15
The Monte Carlo alone is worth 10x the price
Every other FIRE calculator just uses average returns. This one shows me I have an 87% success rate at 4% SWR, 94% at 3.5%. I finally trust my numbers.
Use case: Monte Carlo
62 people found this helpful
Amanda L.
✓ Verified2026-04-15
Found out I can coast in 3 years
The Coast FIRE tab changed my life. I'm 34, and if I keep saving for 3 more years, I can drop to part-time and my investments will still hit my FI number by 55. Mind-blowing.
Use case: Coast FIRE
58 people found this helpful
Ryan K.
✓ Verified2026-04-15
Better than any FIRE app I've paid for
I've paid for Boldin, NewRetirement, all of them. This spreadsheet gives me more control and transparency than any of those apps.
Use case: FIRE planning
44 people found this helpful