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Budget & Net Worth Tracker | Google Sheets Template

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Plan your monthly budget and track your net worth in 2025.

I'm sharing my personal monthly budget and net worth spreadsheet to help you with your financial planning in 2025. I shared a similar template last year and it was very popular, so I've upgraded the old one and added some new features. 

Watch the accompanying YouTube video here.

Template features
  • Net Worth Tracker: track all your assets and liabilities in one place to have an overall view of your financial health
  • Goals Planner: plan how much you need to save every month to achieve your money goals at the end of the year
  • Monthly Budget Planner: give every dollar of your monthly salary a purpose and stay on top of expenses
  • Investment Tracker: track your investments so you don't lose track of where your money is kept
How do I use the template?
  • Firstly, you will need a Google account, which is free to open.
  • You will receive a .pdf and a .txt file. Open either files to find the link to the template.
  • Click "File" > "Make a copy" to save the file to your own Google account, and you can start using the template.
Where else can you find me?
  • You can find me on YouTubemy Substack, and Patreon.
  • Feel free to email me at lisa.k.singapore@gmail.com if you have any questions.
You will get the following files:
  • PDF (3MB)
  • TXT (375B)