A simple, powerful net worth tracker for Excel and Google Sheets. Ideal for individuals or small teams who want a clear snapshot of assets, liabilities, and progress over time. Automated totals and visual dashboards make decisions easier and faster.
Key Features
- Automated totals for assets, liabilities, and net worth
- Monthly and yearly tracking with visual charts
- Clear categories for cash, investments, property, and loans
- Editable and easy to customize for your situation
- Sample data included so you can learn by example
- Works in Google Sheets and Microsoft Excel
- Step-by-step instructions and video tutorial link
- Optimized for Mac, PC, and mobile viewing
What’s Included
- Quick-start PDF with setup steps and Google Sheets link
- Google Sheets sample template with mock data
- Google Sheets blank template
- Excel sample workbook (.xlsx) with mock data
- Excel blank workbook (.xlsx)
How It Works
- Purchase and download the files instantly.
- Open the PDF to access the Google Sheets link and setup steps.
- Make your own copy in Google Sheets or open the Excel workbook.
- Enter your assets and liabilities—totals and charts update automatically.
Important Notes
- Digital download only—no physical item will be shipped.
- All sales are final due to the nature of digital products.
- Requires a Google account for Google Sheets or Microsoft Excel software.
- Colors may vary by screen; best editing experience on desktop or laptop.
Frequently Asked Questions
Do I need Excel to use this?
No. You can use Google Sheets with a free Google account, or use the included Excel files.
Can I edit categories and labels?
Yes. The template is fully editable so you can match your own accounts and categories.
Will this work on Mac and PC?
Yes. It works on Mac and Windows. You can also view and make basic edits on phones or tablets.
License & Usage Rights
For personal or commercial use within your own business or with clients. One license per purchaser. Redistribution, resale, sharing, or claiming the template as your own is prohibited.
