The Steady Path Money Workbook
$19
One spreadsheet to run your whole financial plan, the simple, low-cost way. Works in Excel and Google Sheets.
- Net worth tracker — monthly snapshots and a growth chart
- Budget — zero-based monthly plan with savings rate
- Three-fund allocation — target vs. actual, with rebalancing amounts
- Instant download · lifetime updates
Disclaimer: Content on this site is for educational purposes only and is not financial, investment, tax, or legal advice. Consult a qualified professional about your situation. Investing involves risk, including loss of principal. Steady Path Investing is independent and is not affiliated with, endorsed by, or sponsored by Bogleheads.org, the John C. Bogle Center for Financial Literacy, Vanguard, or any fund company or brokerage. The workbook is an organizational tool; it does not provide personalized recommendations.