RUCKER INSIGHTS FINANCIAL TOOLS
Get your financial information out of your head and into a plan.
Start with the part of your finances you want to understand better. Each Rucker Insights tool is a licensed Google Sheets workbook designed to help you organize real financial information, see what is happening, and make more informed decisions.
Choose a Financial ToolSTART WITH THE JOB
What are you trying to get clearer about?
You do not need every spreadsheet at once. Start with the financial question that matters most right now.
Where is my money going?
Plan income, expenses, savings, and cash timing.
Budget & Cash Flow → 02How do I get a handle on my debt?
Organize balances, payments, and payoff progress.
Debt → 03What is my dividend portfolio actually doing?
Track holdings, income, gains, losses, and performance.
Stock Dividends → 04What return am I really earning?
Evaluate yield and total return on income-producing assets.
Yield & ROI →THE FINANCIAL TOOLKIT
Choose the tool that matches the work in front of you.
Budget and Cash Flow Tracker
Build visibility into how money moves through the month so you can plan before bills, purchases, or shortfalls catch you by surprise.
Best for organizing:
- Income and expected payments
- Recurring bills and obligations
- Planned expenses
- Savings activity
- Daily and monthly cash flow
Debt Tracker
Put your outstanding debts in one place and create a clearer view of balances, payments, and progress over time.
Best for organizing:
- Outstanding debt balances
- Required and planned payments
- Payment progress
- Payoff tracking
- Your overall debt picture
Stock Dividend Tracker
See your dividend-producing investments in one place and track the income and performance behind your portfolio.
Best for tracking:
- Stock and ETF holdings
- Dividend income
- Portfolio performance
- Capital gains and losses
- Investment return information
Yield ROI Tracker
Look beyond the distribution alone and evaluate the total return generated by income-producing investments.
Best for evaluating:
- Dividend or distribution income
- Capital gains and losses
- Holding period
- Yield and total ROI
- Leverage or margin usage
HOW DELIVERY WORKS
Built for Google Sheets. Licensed for you.
Choose your tool.
Purchase the financial workbook that matches the job you want to do.
Use your Google account.
Your licensed workbook is prepared for the email address associated with your order.
Receive your personal copy.
Open your licensed Google Sheets workbook and begin with the instructions included inside the tool.
NEED MORE THAN A SPREADSHEET?
You can use the tools on your own—or work through them with a coach.
Financial Coaching includes licensed access to all four current Rucker Insights financial tools plus four weekly coaching sessions each month for $100.