Personal Wealth Report / FIRE Forecasts etc

Ask Anything
1

:wave:

I’m very new to Tiller and have some requirements I’m looking that I’m sure others have come across.

  1. I want to add in Voluntary Contributions per month to Superannuation (known as 401K in USA) and then forecast based on a percentage estimate per year
  2. Where do I add my Assets, e.g. Houses and their values?
  3. How do I add in Savings and accrued interest?
  4. How can I create a “Retirement Calculator” that shows the yearly projected balances for the next 30 years of my working life? It should also include CPI increases per year to salary etc.

Essentially I want to project my future net worth, and FIRE (financially independent retire early) so that I can work towards a year when I will be able to successfully retire on an income of my choosing.

I hope this makes sense. Has anyone done this using Tiller? And/or Have some XLS or Google Sheet templates that they could share as well as any Tiller configuration advice?

2

For assets like house and autos, I’ve found creating manual accounts for each has worked well. I then manually update their values once a month.

For Savings and interest, either link your savings account and the interest transactions will automatically download, or create a manual account and manually enter transactions as they occur.

For retirement stuff, check in the Community Solutions extension, there is a “Retirement Planner” template you can install.

3

Brilliant! Thanks mate!

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