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Net Worth Tracker Spreadsheet
A net worth tracker for Google Sheets and Excel: 20 accounts, 36 months, charts and milestones, in pounds or dollars.
£7.79 on EtsyUK price, VAT included. Instant download, nothing is posted.
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.
Bought it already? 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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