Money Control – Ultimate

This is the summit. Money Control – Ultimate is not just a spreadsheet – it's a financial operations suite. Built for power users, investors, business owners, and families with complex financial lives. It combines every feature from Basic, Pro, and Premium, then adds institutional‑grade capabilities: automated asset tracking across classes, multi‑currency reporting, enterprise‑grade data protection layouts, and one‑on‑one technical setup assistance. If you manage wealth across borders, currencies, or asset types, Ultimate gives you clarity, control, and confidence.

What You’ll Achieve
Full‑scale automated asset tracking – monitor property, stocks, crypto, pensions, vehicles, and collectibles. Auto‑calculate unrealised gains, dividends, and capital appreciation.

Multi‑currency reporting – track accounts and assets in GBP, USD, EUR, and more. Real‑time exchange rate conversions. Unified dashboard in your base currency.

Enterprise‑grade data security layouts – password protection suggestions, encryption‑ready cells, audit trails, and permission‑based sheets for shared use (e.g., with an accountant or partner).

Dedicated technical setup assistance – one 30‑minute screen‑share session to help you import your data, customise categories, and understand advanced features.

Complete financial audit trail – every change logged. Perfect for tax preparation, investor reporting, or personal audits.

What’s Inside the Template
All features from Money Control – Basic, Pro, and Premium (income/expense, savings goals, multi‑account, historical trends, capital optimisation).

Automated Asset Tracker – add asset classes: cash, equities, fixed income, real estate, alternatives. Auto‑fetch prices? (Note: manual price entry or import; optional API guidance provided). Track cost basis, current value, and performance.

Multi‑Currency Core – native support for unlimited currencies. Automatic conversion using daily or monthly average rates. Reports in any currency.

Enterprise Security Layout – separate input, calculation, and report layers. Lockable cells, password recommendations, and a full change log. GDPR‑ready design for personal data.

Investment Dashboard – portfolio allocation charts, tax‑lot tracking, dividend/interest schedules, and capital gains estimator.

Cash Flow Waterfall – visual representation of income sources → allocation buckets → net change in net worth.

Dedicated Setup Session – after purchase, you receive a link to book your 30‑minute technical setup call. We help you import data, configure alerts, and tailor the template to your exact accounts.

Lifetime updates – all future improvements to the Ultimate tier included at no extra cost.

Who Is This For?
High‑net‑worth individuals and families with multiple accounts, assets, and currencies.

International freelancers, remote workers, or expats earning and spending in different currencies.

Serious investors needing asset allocation tracking and performance reporting across stocks, crypto, property, and pensions.

Small business owners who want to separate personal and business finances within one unified dashboard (with permission controls for accountants).

Anyone who wants a "done‑for‑you" setup – you don't need to learn complex formulas; we help you get started.

What You Get
One digital file (spreadsheet template) delivered instantly by email after purchase

All features from Basic, Pro, and Premium (no duplication needed)

Bonus: Multi‑currency engine and automated asset tracker

Bonus: Enterprise security layout with audit trail

Bonus: One 30‑minute dedicated technical setup session (book within 90 days of purchase)

Lifetime free updates for the Ultimate tier

Priority email and WhatsApp support (response within 12 hours)

Why Ultimate Over Premium?
Premium gives you strategic capital allocation and multi‑account balancing. Ultimate gives you global, multi‑asset, fully supported financial operations. You get professional‑grade asset tracking, multi‑currency reporting, and a personal setup session to ensure you start perfectly. It's the template for those who treat their personal finances like a business – because that's exactly what wealth building is.

Bundle note: Already own Basic, Pro, or Premium? Upgrade pricing available. Contact contact@nexisgroupltd.online for your discount code.