Net Worth Tracker Spreadsheet | Monthly Assets and Debts Tracker | Google Sheets & Excel Template | Personal Finance Dashboard

One number that shows if you are really getting ahead: this Net Worth Tracker spreadsheet tracks what you own minus what you owe, month by month.

WHAT'S INSIDE

- Start Here: type your details and settings once, with simple step-by-step instructions

- Dashboard: current net worth, change over time, net worth trend and where your money sits

- Balances: each account once (asset or debt, with category) and a column for every month of the year

- Help & FAQ: answers to the most common questions

FEATURES

✔ Net worth calculated automatically every month

✔ Net worth trend over the year

✔ Assets vs. debts breakdown by category

✔ Debt-to-asset ratio

✔ Debts typed as positive numbers, subtracted for you

✔ Editable asset and debt categories

✔ About 10 minutes a month to update

HOW IT WORKS

1. List each account once as an Asset or a Debt.

2. Once a month, type each balance.

3. Watch your net worth trend on the Dashboard.

YOU WILL RECEIVE

✔ 1 spreadsheet template (.xlsx)

✔ 1 DEMO file with sample data, so you can see how it works

✔ 1 PDF guide: how to open it in Google Sheets (free) or Excel

PLEASE NOTE

- This is a digital product. Nothing physical will be shipped.

- Works in Google Sheets (free Google account) and Microsoft Excel 2016 or newer / Microsoft 365.

- Not compatible with Apple Numbers.

- Due to the digital nature of this item, no returns, but please message us for any help.

- For personal or own-business use only (no resale or sharing of the file).

Dark Mode version and Spanish version also available in our shop.