Personal Finance - Template 09
Net Worth Tracker
Everything you own, minus everything you owe.
Instant download
Microsoft Excel◆Google Sheets◆.xlsx file
See your whole financial picture on one calm page. List everything you own and everything you owe, and this spreadsheet works out your net worth, shows the change since last month, and draws a chart of your wealth climbing over time - the single best number for tracking real financial progress.
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What's inside · 8 tabs
- Net Worth Dashboard - total assets, total debts, your net worth, the change this month, a 12-month trend chart and your goal - all automatic
- Assets - every account and asset (cash, savings, investments, pension, property, car) with the % of your wealth each makes up
- Liabilities - every debt - mortgage, loans, cards, finance - with the balances falling as you pay them down
- Net Worth History - drop in your totals once a month and the trend chart draws itself
- Goals - net-worth milestones (first £100k, quarter million...) with progress bars that fill automatically
- Allocation - your whole asset mix grouped by type, so you can see where your wealth sits
- Settings - rename any category to fit your life - the dropdowns follow
In Motion
Your net worth, climbing.
A counter ticks up, the trend line draws itself and your milestones fill in - fourteen silent seconds.
Pairs Beautifully With
