• Net Worth Tracker Spreadsheet: main listing photo showing the product with an 'Instant download' badge. Digital product from Neat Wren Studio.
  • A line chart of net worth over the last 12 months rising steadily, up £18,827 in 12 months, under the headline Watch it grow.
  • The milestones table from £0 to £1,000,000 with the month each was reached, under the headline Milestones, with the month, and the line From £0 to £1m, and editable.
  • The accounts list with type, asset or liability and include yes or no, the student loan left out, under the headline Count it, or leave it out.
  • A bar chart of assets and liabilities over the last 12 months, with liabilities below the line, under the headline Assets against what you owe.
  • The monthly snapshot table with total assets, liabilities, net worth and change on last month, £1,436 up this month, under the headline One balance a month.
  • A pie chart of the latest month's asset mix, such as savings, ISAs and pension, under the headline See your asset mix, and the line What your net worth is made of.
  • The net worth dashboard showing £55,877 in four colourways, Pastel, Bright, Dark and Earthy, under the headline 4 colourways, and the line Including a dark mode.
  • A white card under the headline What you get: 8 Excel files, 4 Google Sheets links, example and blank, an Open-me PDF and 30% Calm Money code.
  • Three numbered steps under the headline How it works: list your accounts (up to 20, in pounds or dollars), once a month (type each balance) and watch the change (charts and milestones follow).
  • Net worth dashboard tiles: 12-month change £18,827, as at Oct 2026, £19,123 still to go to the next milestone of £75,000, and 13 of 36 months recorded.
  • Settings tab with the first month on the snapshot set to Oct 2025 and a list of editable account types, each marked as an asset or a liability.
  • Accounts tab shown twice: the example file with named accounts and types, and the blank file with empty rows ready to fill in.
  • Monthly snapshot with one column per account and one row per month from Oct 2025 to Oct 2026, with a Cash ISA rising from £6,000 to £7,800.
  • Promo card: buy any two or more items from Neat Wren Studio and use code PICK2 at checkout for 20% off, until 31 January 2027.
  • Good to know: you do not need Excel because Google Sheets works too, nothing is posted because it is an instant download, and a person replies to messages within a day.
  • Net Worth Tracker Spreadsheet: main listing photo showing the product with an 'Instant download' badge. Digital product from Neat Wren Studio.
  • Product video
  • A line chart of net worth over the last 12 months rising steadily, up £18,827 in 12 months, under the headline Watch it grow.
  • The milestones table from £0 to £1,000,000 with the month each was reached, under the headline Milestones, with the month, and the line From £0 to £1m, and editable.
  • The accounts list with type, asset or liability and include yes or no, the student loan left out, under the headline Count it, or leave it out.
  • A bar chart of assets and liabilities over the last 12 months, with liabilities below the line, under the headline Assets against what you owe.
  • The monthly snapshot table with total assets, liabilities, net worth and change on last month, £1,436 up this month, under the headline One balance a month.
  • A pie chart of the latest month's asset mix, such as savings, ISAs and pension, under the headline See your asset mix, and the line What your net worth is made of.
  • The net worth dashboard showing £55,877 in four colourways, Pastel, Bright, Dark and Earthy, under the headline 4 colourways, and the line Including a dark mode.
  • A white card under the headline What you get: 8 Excel files, 4 Google Sheets links, example and blank, an Open-me PDF and 30% Calm Money code.
  • Three numbered steps under the headline How it works: list your accounts (up to 20, in pounds or dollars), once a month (type each balance) and watch the change (charts and milestones follow).
  • Net worth dashboard tiles: 12-month change £18,827, as at Oct 2026, £19,123 still to go to the next milestone of £75,000, and 13 of 36 months recorded.
  • Settings tab with the first month on the snapshot set to Oct 2025 and a list of editable account types, each marked as an asset or a liability.
  • Accounts tab shown twice: the example file with named accounts and types, and the blank file with empty rows ready to fill in.
  • Monthly snapshot with one column per account and one row per month from Oct 2025 to Oct 2026, with a Cash ISA rising from £6,000 to £7,800.
  • Promo card: buy any two or more items from Neat Wren Studio and use code PICK2 at checkout for 20% off, until 31 January 2027.
  • Good to know: you do not need Excel because Google Sheets works too, nothing is posted because it is an instant download, and a person replies to messages within a day.
Report this item to Etsy

Net Worth Tracker Spreadsheet | Assets and Liabilities, 36 Months, Milestones, Finance Dashboard (Google Sheets + Excel)

Item highlights

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

Seller's description

NET WORTH TRACKER: type each account's balance once a month and get your net worth, the change this month, this year and over twelve months, charts, and milestones with the month you reached each one. Twenty accounts, thirty-six months, in pounds or dollars.

FOUR COLOURWAYS, ALL INCLUDED
- Pastel: a soft pastel rainbow, each tab and category in its own pastel.
- Bright: bold, saturated colour blocks.
- Dark: deep navy with glowing accents, easy on the eyes.
- Earthy: sage, sand and terracotta.
Each colourway comes as an Excel file with example numbers, a blank Excel file and its own Google Sheets copy link. The formulas are identical, so pick the look you like (or switch later).

WHAT IT DOES
- Assets and liabilities by type; include or exclude any account (student loan in or out, your call)
- Monthly snapshot with month-on-month and 12-month change
- Line chart of the last 12 months, assets versus liabilities, asset mix
- Milestones from £0 to £1m, editable, with months-in
- One click changes £ to $
- Colour means something: each tab has its own colour, categories keep their colour in the tables and the charts, and green, amber and red show good news, keep an eye on it, and over or overdue, always with a word as well. Text on every coloured fill meets the WCAG AA contrast level.

TABS
- Start here
- Settings
- Accounts
- Monthly snapshot
- Milestones
- Dashboard
- Notes
- Export to Calm Money

WORKS WITH THE CALM MONEY APP
The last tab, Export to Calm Money, turns your bills, budgets, debts and goals into one CSV that our Calm Money budget app imports in a tap. The Calm Money app is sold separately in this shop.

GOOGLE SHEETS AND EXCEL, BOTH INCLUDED
Input cells (they have a coloured border) are yours to type in; everything else is worked out for you, so a stray click cannot break a formula (locked in Excel; Google Sheets asks before you edit a worked-out tab). No macros, nothing to enable. Works on a phone in the Google Sheets app; setting it up is easier on a laptop.

HOW YOU GET IT
From your Etsy downloads page (open etsy.com in a web browser, not the Etsy app):
- A PDF with a Google Sheets link for each colourway: tap the one you like and choose Make a copy (free Google account needed).
- A zip with the Excel files (.xlsx) for every colourway, for Excel 2016 or newer.
- A blank version of each, ready for your numbers, and an example version so you can see how it works first.
Not editable in the Etsy app; use a browser or the Google Sheets or Excel apps.

BUY TWO OR MORE: use code PICK2 at checkout for 20% off any two or more items from the shop, until 31 January 2027.

INSTANT DIGITAL DOWNLOAD. Nothing is posted. Because the files arrive the moment payment clears, Etsy does not allow returns on digital items. If anything does not open or is not as described, message us before leaving a review and we will fix it or refund you.
Personal use only. Please do not share, resell or redistribute the files or the link.
Stuck? Message the shop with a screenshot and a person replies within a day.

Designed and built by Neat Wren Studio. Layouts, formulas and code are built with digital tools, including AI assistance for structure and copy; no AI-generated artwork.

View more

Shop review

Why this review appears

All reviews are from verified buyers. This review is shown automatically based on factors like recency, whether it includes comments, your chosen language, and whether the rating reflects the typical experience with the shop.

“Really good planner. I have ADHD and autism so a lot of the other apps seem super overstimulating but this app has everything I need and I can customise it how I want”

Amy

3 days ago

View all

Price:$9.08

You can only make an offer when buying a single item

Delivery

Instant download

Your files will be available to download once payment is confirmed. Here's how.

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

Seller's description

Specifications

Net Worth Tracker Spreadsheet: main listing photo showing the product with an 'Instant download' badge. Digital product from Neat Wren Studio.

NET WORTH TRACKER: type each account's balance once a month and get your net worth, the change this month, this year and over twelve months, charts, and milestones with the month you reached each one. Twenty accounts, thirty-six months, in pounds or dollars.

FOUR COLOURWAYS, ALL INCLUDED
- Pastel: a soft pastel rainbow, each tab and category in its own pastel.
- Bright: bold, saturated colour blocks.
- Dark: deep navy with glowing accents, easy on the eyes.
- Earthy: sage, sand and terracotta.
Each colourway comes as an Excel file with example numbers, a blank Excel file and its own Google Sheets copy link. The formulas are identical, so pick the look you like (or switch later).

WHAT IT DOES
- Assets and liabilities by type; include or exclude any account (student loan in or out, your call)
- Monthly snapshot with month-on-month and 12-month change
- Line chart of the last 12 months, assets versus liabilities, asset mix
- Milestones from £0 to £1m, editable, with months-in
- One click changes £ to $
- Colour means something: each tab has its own colour, categories keep their colour in the tables and the charts, and green, amber and red show good news, keep an eye on it, and over or overdue, always with a word as well. Text on every coloured fill meets the WCAG AA contrast level.

TABS
- Start here
- Settings
- Accounts
- Monthly snapshot
- Milestones
- Dashboard
- Notes
- Export to Calm Money

WORKS WITH THE CALM MONEY APP
The last tab, Export to Calm Money, turns your bills, budgets, debts and goals into one CSV that our Calm Money budget app imports in a tap. The Calm Money app is sold separately in this shop.

GOOGLE SHEETS AND EXCEL, BOTH INCLUDED
Input cells (they have a coloured border) are yours to type in; everything else is worked out for you, so a stray click cannot break a formula (locked in Excel; Google Sheets asks before you edit a worked-out tab). No macros, nothing to enable. Works on a phone in the Google Sheets app; setting it up is easier on a laptop.

HOW YOU GET IT
From your Etsy downloads page (open etsy.com in a web browser, not the Etsy app):
- A PDF with a Google Sheets link for each colourway: tap the one you like and choose Make a copy (free Google account needed).
- A zip with the Excel files (.xlsx) for every colourway, for Excel 2016 or newer.
- A blank version of each, ready for your numbers, and an example version so you can see how it works first.
Not editable in the Etsy app; use a browser or the Google Sheets or Excel apps.

BUY TWO OR MORE: use code PICK2 at checkout for 20% off any two or more items from the shop, until 31 January 2027.

INSTANT DIGITAL DOWNLOAD. Nothing is posted. Because the files arrive the moment payment clears, Etsy does not allow returns on digital items. If anything does not open or is not as described, message us before leaving a review and we will fix it or refund you.
Personal use only. Please do not share, resell or redistribute the files or the link.
Stuck? Message the shop with a screenshot and a person replies within a day.

Designed and built by Neat Wren Studio. Layouts, formulas and code are built with digital tools, including AI assistance for structure and copy; no AI-generated artwork.

  • Item type
    Digital download
  • Digital file type(s)
    1 PDF, 1 ZIP
Shop with confidence
Etsy Purchase Protection

If something goes wrong with an order, we've got your back on all eligible purchases. View program terms

Meet your seller

NeatWrenStudio
Neat Wren Studio
NeatWrenStudio ·

London, United Kingdom

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. 5.0
·
2 sales
·
New on Etsy

Explore related searches

Small Business Financial Dashboard

Financial Roadmap

Financial Independence

Investing

Mutual Fund Tracker

Wealth Planning

Financial Forecasting

Listed on Oct 17, 2026
Homepage Paper & Party Supplies Paper Stationery Design & Templates Templates Personal Finance Templates