Hi @Garbini,
I built a community solution that might be just what you’re looking for! My Cashflow and Networth Analysis Workbook includes multiple dashboards with powerful visualizations to help you analyze your spending, income, assets, and liabilities over time. Check it out and let me know what you think!
The personal finance questions of what to review and measure (and how to make sense of the information) are deep philosophical rabbit holes and are questions of your personal goals and values. Personally, I found the book “Your Money or Your Life” highly valuable for this topic. I loved this book so much that I went to the effort of summarizing it here on my blog. My workbook was largely influenced by this book. I also found this paper by Ben Felix hugely insightful.
Cheers,
Sean