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Net Worth Tracker: Google Sheets Template with Investment Calculator (Digital Download)

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Highlights

  • Designed by MintedMoney
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 1 PDF

Description:
Take control of your finances and watch your wealth grow with this easy-to-use Google Sheets Net Worth Tracker. It’s designed to help you keep track of your assets, debts, and total net worth each month — all in one simple, organized spot.

✨ What’s Inside:
• A Google Sheets template that automatically calculates your totals
• Space to track assets, liabilities, and monthly changes
• Investment value calculator to track investment quantities, cost, and total value.
• Simple charts so you can see your progress at a glance
• Step-by-step PDF guide to help you get set up in minutes

✨ A Little Backstory:
This tracker was originally part of my 2025 Ultimate Budget & Goal Tracker, but after a few requests, I’ve made it available as a standalone file for anyone who uses different budgeting methods. It’s the exact same tracker, with a few updates, isolated so you can use it on its own. It has additional tabs for each calendar year so you can track your net worth over time.

✨ Why I Love It:
I made this tracker because I wanted something clean, easy, and motivating to use — without extra tabs or complicated formulas. It’s perfect if you want to take control of your money, stay organized, and watch your net worth grow over time.

✨ Digital Download Instructions:
• Access your purchase instantly via your Etsy account or receipt email.
• Follow the included instructions to copy and start using your Google Sheets template.

✨ Important Notes:
• Digital Product Only: No physical item will be sent.
• Google Sheets Required: Not compatible with Excel.
• For personal use only. This is not financial advice.
• Refunds are not accepted for digital downloads.

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Reviews for this item

Buyer highlights, summarized by AI: Exactly what I wanted · As described

5.0

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience.

(5 reviews)

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5 out of 5 stars 5 This item

Inactive account Mar 15, 2026

Its just what I wanted.

Inactive account Mar 15, 2026

5 out of 5 stars 5 This item

Mia Dec 10, 2025

This item was exactly as expected!

Mia Dec 10, 2025

5 out of 5 stars 5 This item

Telisa Nov 15, 2025

It's an excellent product, I would recommend it 👌

Telisa Nov 15, 2025

5 out of 5 stars 5 This item

Ellie Nov 5, 2025

As expected. Happy with purchase

Ellie Nov 5, 2025

Gabrielle Peterson
MintedMoney ·

United States

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience. 4.8
·
5.2k sales
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2 years on Etsy
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Listed on May 31, 2026
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