Net Worth Spreadsheet Template for Annual and Yearly Tracking with Quick Start Guide - Instant Digital Download - Microsoft Excel



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  • Digital download
  • Digital file type(s): 1 PDF, 1 other file

Do you want a spreadsheet that allows you to track your networth and provide you with a visual dashboard of your progress? Well me too so when I couldn't find a great net worth tracker, I decided to make my own. The key to sticking to your financial goals is having processes and systems that are easy to use. This sheet is intuitive, customizable, and lets you see a year’s worth of net worth on just one page. It also takes less than 5 minutes a month to update.

💻 This instant download product/spreadsheet contains 5 sheets (tabs) including:

◆ Dashboard - Current Year - This is a visual tab that automatically populates based on data you enter on the tabs named 'Assets' and 'Liabilities'. It tracks your networth, liabilities, and assets growth over a 12 month period. This tab has 4 graphs - one combo graph which tracks networth, liabilities, and assets in one, and one graph for assets, liabilities, and networth.
◆ Dashboard - All Years - This is a visual tab similar to the first tab but it allows you to manually enter in your historical networth for previous years and track over a longer period. It has 4 graphs like the dashboard for the current year. You can change the years to suit the time period you want to view.
◆ Assets - This is a data entry tab where you enter your assets. Automatically totals your assets. Add as many assets as you want no limitations. Customize the names of the assets to suit your needs.
◆ Liabilities - This is a data entry tab where you enter your liabilities. Automatically totals your liabilities. Add as many liabilities as you want no limitations. Customize the names of the liabilities to suit your needs.
◆ Networth - This tab is automatically populated based on the information you enter into the assets and liabilities tab. It also contains one chart.

Other Features of the Spreadsheet

◆ You can also alter the font and colors to meet your needs with instructions to make this change in the quick start guide PDF.
◆ Tabs at the bottom are color-coded to indicate which ones are data entry sheets and which ones are for viewing only.
◆ Macros are embedded within the worksheet to make this easy to use (eg to add as many assets and liabilities as required). You can also fully customize the names of them.
◆ Conditional formatting has been added to help you see the positive or negative change from month to month.
◆ Each worksheet has been formatted to be printable for you (if desired)

💻 You will receive :

◆ One Microsoft Excel file template
◆ One PDF Quick Start Guide to help you get started.

💻 My goal with all of my products is to try to make using Microsoft Excel as easy as possible, and it has been designed:

◆ Each worksheet has been formatted to be printable for you (if desired)
◆ To be a once-off buy no need to buy another tracker for next year. You can use this workbook for the next year by rolling over the data at the end of the year into the spreadsheet tab named 'Dashboard - All Years', and deleting the data you entered into the 'Assets' and 'Liabilities' tabs.

💻 Other Notes:

◆ Created on Microsoft Excel 2016 (only works with Microsoft Excel desktop on Windows, not Excel online, Google Sheets, or Excel for MAC). Will work on desktop versions of Excel 2010 upwards.
◆ Please note that this spreadsheet uses Macros so please ensure when you open this file you 'enable macros'.
◆ Please note that every sheet on this spreadsheet has instructions in cell A1 to assist you in using the spreadsheet.
◆ Please note that this is a DIGITAL DOWNLOAD file. You will NOT receive a physical product.

© Copyright
All designs are copyrighted by TheFrankBasics. You may not resell or redistribute any of these files. If you would like to use any of these templates commercially, please get in touch to discuss licensing.

💌 Due to this being a digital download, refunds are not available on this item for change of mind. However, please get in touch should you have any issues with the item as I will ensure that the item is working as described. Additionally, I'm keen to receive feedback to make the product better for everyone so please feel free to get in touch.

💻 How To Download Your Digital Purchase:

◆ A link to download the PDF pattern will be sent to your Etsy email address. All PDF purchases are available in your Etsy account. Once payment has been confirmed, go to "My Account" > "Purchase".
◆ To view or print your PDF file, you will need Adobe Reader (free download link):
◆ Your file should be available here, in your purchases:
◆ To access your digital file(s), go to Your Account > Purchases and reviews and look for the order.
◆ To the right of the order, click Download Files. This goes to the Downloads page for all the files attached to your order.
◆ There are generally no limits for when or how many times you can download a file. In most cases, you can access a file any time on your Purchases page, provided the transaction hasn't been canceled or removed.
◆ If your payment is still processing, the Download Files button will be grey.

Thank you for visiting The Frank Basics!!!! Feel free to get in touch if you have any questions, issues or if you want a custom Excel Product.

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Frank On Fire

Frank On Fire

Owner of TheFrankBasics

Message Frank

6 shop reviews

4 out of 5 stars
5 out of 5 stars

Top quality, very easy to use, and suits my business needs perfectly. Highly recommended! 😊👍🏻

Jo-Ann Lai 06 Sep, 2022

5 out of 5 stars

I love this template. It has made invoicing a breeze.

Aliya Hutchison 12 Aug, 2021

5 out of 5 stars

Thank you!

deebright3863 23 Mar, 2021

5 out of 5 stars

Jimwel 25 Jul, 2022

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