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Net Worth Tracker Spreadsheet | Monthly Asset Liability Planner | FIRE Wealth Tracker (Excel Google Sheets)

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Highlights

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

Net Worth Tracker — log assets and liabilities once a month. 24-month rolling chart shows the trend line. Instant download.

INSTANT DOWNLOAD
Opens in Excel, Google Sheets, or Apple Numbers.

WHY THIS MATTERS

Income is a spotlight. Net worth is the whole picture. The single best predictor of long-term financial outcome isn't how much you earn. It's whether the asset-minus-liability number is moving up each month. This spreadsheet makes the 15-minute monthly review painless.

WHAT'S INSIDE

- Asset sheet (cash, investments, retirement, real estate, vehicles, other)
- Liability sheet (mortgage, student loans, cards, auto, personal, other)
- Monthly snapshot sheet (24 rolling months of history)
- Trend chart (auto-updating, visualizes the curve)
- Asset allocation pie (are you too cash-heavy or stock-heavy?)
- Debt-to-asset ratio readout
- Liquid vs illiquid split (emergency-fund health check)
- Goal tracker (set a 1-year or 5-year net worth target, see progress)

WHO THIS IS FOR

- FIRE community members tracking their path
- Anyone in Dave Ramsey Baby Step 4+
- Couples who want one shared net worth number instead of two
- People who have felt "behind" financially and want a clear scoreboard

HOW TO USE

1. Open in Excel or Google Sheets
2. Fill the Assets tab with every account, investment, vehicle, property
3. Fill the Liabilities tab with every debt
4. Log current balances once a month (15 minutes, set a calendar reminder)
5. Watch the trend chart build over time

FILE DETAILS

- Format: .xlsx
- Tabs: Assets, Liabilities, Monthly Snapshot, Trend Chart, Instructions
- Fully editable
- Works on desktop and mobile

IMPORTANT

Digital download, no physical product.
All sales final. Personal use only.
This is a tracking tool, not investment advice.

Instant Download

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Instant download items don’t accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.

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Listed on Apr 24, 2026
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