2027 Net Worth Tracker (Excel + Google Sheets)

Update your balances once a month and watch your 2027 net worth on one page, with charts and a goal.

Good for: Anyone who wants a simple monthly money snapshot. Record-keeping only, no advice.

DIGITAL SPREADSHEET: nothing is shipped.

See your whole financial picture once a month. Type in your account balances, and the tracker works out total assets, total liabilities and net worth for every month of 2027, plus the change since your December 2026 starting point and your progress toward a goal.

AI disclosure: this item was created with the use of AI. LB3 Trackers designed it with AI assistance; AI tools helped write the formulas, layouts and instructions.

What's inside (6 tabs):

- Instructions: quick setup

- Balances: up to 40 accounts, with Asset or Liability and a category, and 13 monthly columns (Dec 2026 to Dec 2027)

- Summary: monthly assets, liabilities, net worth, change ($ and %), and debt-to-asset ratio, with charts for net worth by month and assets vs liabilities

- Categories: where your money is for any month you pick (cash, investments, retirement, property, vehicle, debts), with a chart

- Settings: report month and net worth goal

- Lists: rename the categories; the dropdowns update

You get a SAMPLE file (made-up accounts through June 2027) and a BLANK file. Works in Excel, Google Sheets, LibreOffice and Numbers. No macros, no bank connections, and your data stays in your own file.

Please note: this is a personal record-keeping tool, not financial advice.

Instant download: after payment you get a download link right away.

Questions or a problem with the file? Message us through the store contact page. If the file doesn't work for you, we'll fix it or refund you.

License: personal use. Please don't resell or share the file.

You may also like

- Tax Document Organizer ($7): https://payhip.com/b/JFvx6

- Retirement Countdown Planner ($4): https://payhip.com/b/HwUQM

Save with the bundle

- 2027 Fresh Start Finance Bundle ($15, save 32%), includes this item: https://payhip.com/b/h34Pz

- New Year 2027 Money Bundle ($22, save 29%), includes this item: https://payhip.com/b/rhqV2