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UK Net Worth Tracker | Assets, Debts, Goals (Google Sheets)

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Highlights

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

See your whole financial picture in one place. Add up savings, ISAs, pensions, Premium Bonds and property, subtract your mortgage and debts, and track your net worth month by month against a goal. Built for UK accounts.

Bring your assets and debts into one monthly view. Enter your balances to track net worth, follow savings goals and explore how extra saving or repayments could change your plan.

Cash ISAs, S&S ISAs, LISAs, workplace pensions, SIPPs, Premium Bonds, property equity, crypto — British wealth does not fit an American template. This dashboard is built around the accounts you actually hold.

★ WHAT'S INSIDE
✔ Assets tab — UK account types, pre-categorised
✔ Liabilities tab — mortgage, loans, cards, monthly payments
✔ Net worth and liquid net worth, calculated for you
✔ History — watch the number month by month
✔ Goals — emergency fund, deposit, pension pot, debt-free date
What-if planner — extra saving, lump sums, overpayments
✔ Dashboard — allocation, trend, progress to target

★ FIVE MINUTES A MONTH
Enter balances. The rest calculates and charts itself.

★ WHAT YOU RECEIVE
✔ Instant digital download
✔ A PDF with your private Google Sheets link — File → Make a copy to your own Drive
✔ Instructions tab
✔ Works in any browser with a free Google account

Pairs with the Salary Budget Planner. Both are in the Complete UK Money Toolkit if you want the full set.

Digital download — nothing is posted. Estimation and education only, not financial advice. No refunds once the file has been downloaded.

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Listed on Jun 23, 2026
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