Net Worth Tracker Spreadsheet – Monthly Assets, Debts & Net Worth Goal (Google Sheets & Excel)

Description

See your whole financial picture in one number. Update your account balances once a month, and this spreadsheet shows your net worth, how much it changed and where your money is.

Works in Google Sheets and Microsoft Excel. Takes about 5 minutes a month. Instant download.

WHAT IT DOES

✔ All your accounts in one place: cash, savings, investments, retirement, property, vehicles, credit cards and loans
✔ One column per month. Enter debts as positive numbers, the tracker subtracts them
✔ Dashboard: your net worth, change vs last month and since January
✔ Total assets, total debts and your debt-to-asset ratio
✔ Breakdown by category for the latest month
✔ Net worth goal with a progress bar
✔ Monthly table and net worth chart for the whole year
✔ Up to 40 accounts

HOW IT WORKS

1. List your accounts once
2. Type each balance on the 1st of every month
3. Check your dashboard
4. Watch your net worth grow

WHAT YOU GET

• 1 spreadsheet file (.xlsx) with Start Here, Dashboard and Balances tabs
• Example accounts to show how it works
• Step-by-step instructions inside the file, including how to open it in Google Sheets

YOU’LL NEED

• A free Google account (Google Sheets) or Microsoft Excel
• Apple Numbers is not supported.

PLEASE NOTE

• This is a digital product. No physical item will be shipped.
• Due to the nature of digital files, returns are not accepted. If you have any trouble, contact me through the Contact page and I’ll help.
• This tracker is for personal planning, not financial advice.
• For personal use only.

After payment, your download link appears right away on the order confirmation page and in your email.

Made by Yellowick 💛