Tynecia Wealth Workshop Template
Hi! I’m Tynecia Wilson — I saved $10,000 in just 6 months and have now grown my savings to over $20,000 using this exact spreadsheet. This template helped me track my wealth and stay motivated on my financial journey.
This isn’t a budgeting or expense tracker — it’s designed to help you see the bigger picture of your wealth by organizing your:
- 💰 Money: bank accounts, cash, savings
- 💳 Credit/Debt #1: credit cards only
- 🏠 Debt #2: larger loans like mortgages or student loans
- 📈 Investments: Roth IRA, 401(k), or other brokerage accounts
How to Use It
Each month, make a copy of the sheet and update your numbers to track your progress. Watch your net worth grow over time — and stay inspired to save, earn more, and keep your money goals in motion.
Make it your own! You can change the colors, fonts, or add columns that fit your life.
When you sit down for your Wealth Workshop, set the mood: light a candle, grab a snack, and make it a date night with your money. Finances should be fun, not frustrating.
📩 Need help customizing your sheet or want financial coaching?
Email me at tyneciawilson@gmail.com or follow
@tyneciawilson_ for more tips on femininity, fitness, and finance.
