Net Worth Tracker (Excel)

See your money grow, month by month.

Everything you own, minus everything you owe. Enter your balances once a month, and the tracker shows your net worth, how it changed, where your money is, and a chart of your progress. No macros.

WHAT IT DOES

• Up to 30 accounts: bank accounts, savings, retirement, investments, home, car, loans and cards

• 24 months from any month you choose

• Pick a category, and it knows if it's an asset or a debt

• Debts typed as positive amounts: they're taken away for you

• Change this month and since you started, for every account

• Dashboard: net worth, change, total debts, and a goal with a progress bar

• Assets and debts by category, with a chart

• Net worth over time chart

• Monthly Summary with change and %

• Owner column for couples: me, partner, or joint

• Start Here guide and example accounts

WHO IT'S FOR

Couples and families, anyone paying off debt, and anyone saving or investing who wants the full picture in one number.

GOOD TO KNOW

• Works in Microsoft Excel: Microsoft 365, Excel 2010 or later on Windows, and Excel for Mac

• Normal .xlsx file: no macros to enable

• Nothing links to your bank: you type your balances

• One-off payment, instant download

Made by Lee at Sheet Leveller, whose tutorials have been watched 6.3 million times on YouTube.