Track the monthly growth of your retirement corpus with this Excel sheet. This is a combination of the low-stress retirement calculator and the visual SIP tracker.

On popular demand, I have now included the possibility to track the growth of real estate (or any other) investment.

The user will have to first use the retirement calculator. The inputs of this sheet are used for tracking the corpus each month.

The monthly investment made in

1. equity (stocks or mf)
2. taxable debt
3. tax-free debt
4. any other instrument

should be entered by the user along with the total actual value of the instrument.

The progress of the each instrument can be tracked in the same sheet. The total investment can also be graphically tracked.

How to use

• This is meant only for disciplined investors.
• Use it once a month, preferably the month end.
• Enter the investments and value of the instruments and track them.
• Even if the instrument grows at exactly the same rate at which you expect it, there will be a small difference between the actual and expected value. This can be safely ignored.
• An experimental feature, how long would my corpus last? has been included. Please let me know if this gives meaningful numbers.

Screenshot of the input sheet (click to enlarge)

Screenshot of the corpus growth graph

Have used some dummy numbers to generate this. Your graph with real numbers will look way better!

Download the retirement corpus tracker

Have included some dummy data. Please delete before use.

Want to conduct a sales-free "basics of money management" session in your office?

I conduct free seminars to employees or societies. Only the very basics and getting-started steps are discussed (no scary math):For example: How to define financial goals, how to save tax with a clear goal in mind; How to use a credit card for maximum benefit; When to buy a house; How to start investing; where to invest; how to invest for and after retirement etc. depending on the audience. If you are interested, you can contact me: freefincal [at] Gmail [dot] com. I can do the talk via conferencing software, so there is no cost for your company. If you want me to travel, you need to cover my airfare (I live in Chennai)

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Do check out my books

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You Can Be Rich Too with Goal-Based Investing

My first book is meant to help you ask the right questions, seek the right answers and since it comes with nine online calculators, you can also create customg solutions for your lifestye! Get it now . It is also available in Kindle format .

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Gamechanger: Forget Startups, Join Corporate & Still Live the Rich Life You Want

My second book is meant for young earners to get their basics right from day one! It will also help you travel to exotic places at low cost! Get it or gift it to a youngearner

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The ultimate guide to travel by Pranav Surya

This is a deep dive analysis into vacation planning, finding cheap flights, budget accommodation, what to do when travelling, how travelling slowly is better financially and psychologically with links to the web pages and hand-holding at every step. Get the pdf for ₹199 (instant download)

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Create a "from start to finish" financial plan with this free robo advisory software template

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Free Apps for your Android Phone

All calculators from our book, “You can be Rich Too" are now available on Google Play!

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Install Financial Freedom App! (Google Play Store)

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Install Freefincal Retirement Planner App! (Google Play Store)

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Find out if you have enough to say "FU" to your employer (Google Play Store)

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About Freefincal

Freefincal has open-source, comprehensive Excel spreadsheets, tools, analysis and unbiased, conflict of interest-free commentary on different aspects of personal finance and investing. If you find the content useful, please consider supporting us by (1) sharing our articles and (2) disabling ad-blockers for our site if you are using one. We do not accept sponsored posts, links or guest posts request from content writers and agencies.

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