Financial Independence Tracker

Companion Tool · Chapter 6 · The Accountant's Blueprint

Financial Independence Tracker

The one tracker that ties the whole book together. Each quarter, log your net worth, savings rate, emergency fund progress, and portfolio value alongside your progress toward both your optionality milestone and full Freedom Number — the same quarterly check-in as your Portfolio Review, gathered into a single running record.

Net worth

£0

No entries yet

Savings rate

0%

No entries yet

Emergency fund

0%

of target funded

Portfolio value

£0

No entries yet

This quarter's entry

Pull these from your other trackers — Net Worth Ledger, Cash Flow Tracker, Emergency Fund Calculator, and Portfolio Review — rather than recalculating from scratch.

£
%
%

From your Emergency Fund Calculator's funded percentage.

£
£

From your Freedom Number Calculator — optional.

£

From your Freedom Number Calculator — optional.

Trends

Net worth and portfolio value over every saved entry.

Net worth

Portfolio value

History

Every saved quarter, most recent first.

DateNet worthSavings rateEF fundedPortfolio% Optionality% Freedom
How this works: your entries live only in this browser's storage — they won't appear on another device. Download a CSV copy if you want a backup, to share progress with an adviser, or to keep a longer record than this browser will.