Neat Wren Studio

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Net Worth Tracker Spreadsheet

Type each account's balance once a month and get your net worth, the change this month, this year and over twelve months. Milestones show the month you reached each one.

£7.79 on EtsyUK price, VAT included. Instant download, nothing is posted.

Bought it already? Here's where your files are.

What it does

  • Sort assets and liabilities by type, and include or exclude any account
  • Take a monthly snapshot with month-on-month and 12-month change
  • See a line chart of the last 12 months, assets versus liabilities and asset mix
  • Set your own milestones from £0 to £1m, with months-in
  • Change £ to $ in one click

What you get

  • A PDF with a Google Sheets link for each of four colourways
  • A zip of Excel files (.xlsx) in Pastel, Bright, Dark and Earthy
  • A blank copy and an example copy of each
  • Export to Calm Money tab for our budget app, sold separately

Good to know

  • Google Sheets and Excel both included, with no macros
  • Needs a free Google account for Google Sheets, or Excel 2016 or newer
  • Works on a phone in the Google Sheets app; setting up is easier on a laptop
  • Room for twenty accounts and thirty-six months

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