• May include: A digital net worth tracker displayed on a laptop and smartphone screen. The interface features a Net Worth Dashboard with financial data, bar charts, and tables showing assets, debts, and monthly balances in a clean layout.
  • May include: A digital financial planning template titled What's Included, Your Whole Financial Picture, Automated. It features a laptop displaying a Net Worth Tracker dashboard with six modules, including Net Worth, Asset Allocation, and FI Calculator.
  • May include: A digital financial independence calculator spreadsheet template featuring input fields, results tables, a year-by-year projection grid, and a line graph. The interface includes text labels like Know your FI number and Huge time saver.
  • May include: A digital net worth tracker spreadsheet template featuring a Goals & Milestones dashboard. It includes sections for net worth, milestone progress, and custom goals with yellow input cells, plus text stating Every milestone, with a projected date.
  • May include: A digital Net Worth Tracker template for Microsoft Excel and Google Sheets featuring a Click-to-Jump cover page with clickable navigation tiles, quick-start steps, a color key for data entry, and back-to-start links.
  • May include: A digital net worth tracker infographic on a dark blue background. It features four white boxes labeled 1 through 4 with steps: Download, List accounts, Update monthly, and Watch it grow. Includes text about Excel and Google Sheets.
  • May include: A digital net worth tracker spreadsheet interface titled SETUP TAB. The layout features columns for household settings, asset classes, debt types, liquidity, owners, and milestones with yellow cells for user input and data.
  • May include: A digital net worth tracker spreadsheet titled ACCOUNTS TAB, featuring a table with columns for account, institution, type, asset or debt, liquidity, owner, rate, monthly payment, notes, and balances. Yellow cells indicate user input.
  • May include: A digital net worth tracker spreadsheet titled Monthly Balances Tab. The table features rows for various financial accounts and columns for monthly data, with yellow cells for user input and calculated totals at the bottom.
  • May include: A digital net worth tracker spreadsheet dashboard featuring a summary of financial metrics, a table of monthly data, and various charts including bar graphs, a line graph, and a pie chart for asset allocation, all displayed on a white background.
  • May include: A digital net worth history tracker spreadsheet with columns for month, year, total assets, total liabilities, net worth, change, liquid assets, investment assets, and debt. The table features blue, green, and orange headers.
  • May include: A digital Net Worth Tracker Spreadsheet showing an Allocation Tab. The interface includes tables for asset allocation, liquidity, and owner details, alongside pie and bar charts visualizing financial data in blue, gold, and gray.
  • May include: A digital net worth tracker spreadsheet interface titled Year Summary. It displays financial data tables for years 2025, 2026, and 2027, including net worth, assets, and debts. Two bar charts visualize the data. Text notes indicate yellow cells for user input.
  • May include: A digital financial independence calculator spreadsheet featuring a teal header, yellow input cells, and white data cells. It includes a year-by-year projection table, a line graph titled Projected Invested Assets vs. FI Number, and text labels for Excel and Google Sheets compatibility.
  • May include: A digital spreadsheet interface titled How To Use, featuring five numbered steps for tracking net worth, including account setup, monthly balance entry, dashboard reading, and financial planning, followed by a frequently asked questions section.
  • May include: A digital Debt and Ratios spreadsheet tracker featuring tables for debt accounts, monthly payments, and debt-to-asset ratios. The interface includes red and white headers, data columns, and two line and bar charts visualizing financial progress.
  • May include: A digital net worth tracker spreadsheet interface titled Goals and Milestones. It features data tables for net worth milestones, progress bars, and custom goals with columns for target dates, current values, and status updates.
  • May include: A digital net worth tracker displayed on a laptop and smartphone screen. The interface features a Net Worth Dashboard with financial data, bar charts, and tables showing assets, debts, and monthly balances in a clean layout.
  • Product video
  • May include: A digital financial planning template titled What's Included, Your Whole Financial Picture, Automated. It features a laptop displaying a Net Worth Tracker dashboard with six modules, including Net Worth, Asset Allocation, and FI Calculator.
  • May include: A digital financial independence calculator spreadsheet template featuring input fields, results tables, a year-by-year projection grid, and a line graph. The interface includes text labels like Know your FI number and Huge time saver.
  • May include: A digital net worth tracker spreadsheet template featuring a Goals & Milestones dashboard. It includes sections for net worth, milestone progress, and custom goals with yellow input cells, plus text stating Every milestone, with a projected date.
  • May include: A digital Net Worth Tracker template for Microsoft Excel and Google Sheets featuring a Click-to-Jump cover page with clickable navigation tiles, quick-start steps, a color key for data entry, and back-to-start links.
  • May include: A digital net worth tracker infographic on a dark blue background. It features four white boxes labeled 1 through 4 with steps: Download, List accounts, Update monthly, and Watch it grow. Includes text about Excel and Google Sheets.
  • May include: A digital net worth tracker spreadsheet interface titled SETUP TAB. The layout features columns for household settings, asset classes, debt types, liquidity, owners, and milestones with yellow cells for user input and data.
  • May include: A digital net worth tracker spreadsheet titled ACCOUNTS TAB, featuring a table with columns for account, institution, type, asset or debt, liquidity, owner, rate, monthly payment, notes, and balances. Yellow cells indicate user input.
  • May include: A digital net worth tracker spreadsheet titled Monthly Balances Tab. The table features rows for various financial accounts and columns for monthly data, with yellow cells for user input and calculated totals at the bottom.
  • May include: A digital net worth tracker spreadsheet dashboard featuring a summary of financial metrics, a table of monthly data, and various charts including bar graphs, a line graph, and a pie chart for asset allocation, all displayed on a white background.
  • May include: A digital net worth history tracker spreadsheet with columns for month, year, total assets, total liabilities, net worth, change, liquid assets, investment assets, and debt. The table features blue, green, and orange headers.
  • May include: A digital Net Worth Tracker Spreadsheet showing an Allocation Tab. The interface includes tables for asset allocation, liquidity, and owner details, alongside pie and bar charts visualizing financial data in blue, gold, and gray.
  • May include: A digital net worth tracker spreadsheet interface titled Year Summary. It displays financial data tables for years 2025, 2026, and 2027, including net worth, assets, and debts. Two bar charts visualize the data. Text notes indicate yellow cells for user input.
  • May include: A digital financial independence calculator spreadsheet featuring a teal header, yellow input cells, and white data cells. It includes a year-by-year projection table, a line graph titled Projected Invested Assets vs. FI Number, and text labels for Excel and Google Sheets compatibility.
  • May include: A digital spreadsheet interface titled How To Use, featuring five numbered steps for tracking net worth, including account setup, monthly balance entry, dashboard reading, and financial planning, followed by a frequently asked questions section.
  • May include: A digital Debt and Ratios spreadsheet tracker featuring tables for debt accounts, monthly payments, and debt-to-asset ratios. The interface includes red and white headers, data columns, and two line and bar charts visualizing financial progress.
  • May include: A digital net worth tracker spreadsheet interface titled Goals and Milestones. It features data tables for net worth milestones, progress bars, and custom goals with columns for target dates, current values, and status updates.
  • Product video
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Net Worth Tracker Spreadsheet, Assets and Debts, Monthly Wealth Dashboard, Net Worth Template, Personal Finance Tracker, Excel Google Sheets

Item highlights

  • Digital download
  • Digital file type(s): 4 Files

Seller's description

Net Worth Tracker Spreadsheet for Microsoft Excel and Google Sheets, instant digital download. See your whole financial picture in about 5 minutes a month. List your accounts once, type in balances monthly, and the dashboard shows your net worth, how it's changing, and where your money sits.

🎥 WATCH THE FULL WALKTHROUGH VIDEO before you buy, every tab explained: https://youtu.be/3GoDufoXFog

✨ NOW INCLUDES 4 FILES: a SAMPLE version (filled in so you can see exactly how it works) and a BLANK version (cleared and ready for your own info), each in an Excel edition and a Google Sheets edition.

★ WHAT'S INCLUDED ★
• Clickable Start Here cover page with quick-start steps and a colour key (yellow = you type, white = calculated)
• Dashboard: 16 KPI tiles (net worth, monthly, year-to-date and 12-month change, assets, debts, debt-to-asset, liquid assets, emergency runway, FI number and progress, next milestone, main goal, average growth, all-time high), an 8-point financial health check, a last-12-months table and 6 charts
• Accounts: up to 40 accounts with type, institution, liquidity, owner, rate and monthly payment. Asset or debt is decided automatically, with status flags (high interest, paid off, paid down)
• Monthly Balances: one grid for 40 accounts x 36 months, with totals, net worth, monthly change and debt-to-asset ratio. The latest month is highlighted
• Net Worth History: every month with assets, debts, net worth, change, liquid and invested assets, plus a breakdown by asset class and debt type
• Asset Allocation: actual vs. target % by class, drift and rebalance amount, plus liquidity, owner and top 10 assets, with 3 charts
• Debt & Ratios: payoff date, months left, monthly interest and % paid for every debt, debt-free date, debt-to-income, 12-month ratio trend and 2 charts
• Goals & Milestones: 12 net worth milestones with the month you reached each one and a projected date at your pace, plus 10 custom goals (net worth, assets, liquid, invested or debt) marked done, on track, behind or overdue
• Year Summary: 3 years side by side (start, end, change, debt paid down, best and worst month) and a month-by-month year vs. year comparison with 2 charts
• FI Calculator: your FI number, years to FI and FI age in cautious, base and optimistic cases, Coast FI, the monthly amount needed, a 40-year projection chart and a years-to-FI what-if grid
• Setup: asset classes with target allocation, debt types, liquidity levels, owners, milestones and your settings, all editable
• How To Use guide with FAQ
• 15 charts in total, drop-down menus throughout, and sample data so you can see how everything works
• A sample-data version and a blank ready-to-use version, for both Excel and Google Sheets

★ SAVE WITH A BUNDLE ★
Get this template plus 4 more in the Personal Finance Spreadsheet Bundle and save 50%: https://www.etsy.com/listing/4600189972/personal-finance-spreadsheet-bundle
Get this template plus 3 more in the Investor Spreadsheet Bundle and save about 48%: https://www.etsy.com/listing/4600190490/investor-spreadsheet-bundle-trading
Get this template plus 4 more in the Real Estate Investor Spreadsheet Bundle and save 46%: https://www.etsy.com/listing/4600494811/real-estate-investor-spreadsheet-bundle

PLEASE NOTE
• DIGITAL download only. No physical item will be shipped.
• A tracking tool, not financial advice.
• For personal use only. Not for resale.

View more

NowPrice:$2.99

Original Price: $5.99

50% off

•

Sale ends on November 22

You can only make an offer when buying a single item

Delivery

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.

Seller's description

Specifications

May include: A digital net worth tracker displayed on a laptop and smartphone screen. The interface features a Net Worth Dashboard with financial data, bar charts, and tables showing assets, debts, and monthly balances in a clean layout.

Net Worth Tracker Spreadsheet for Microsoft Excel and Google Sheets, instant digital download. See your whole financial picture in about 5 minutes a month. List your accounts once, type in balances monthly, and the dashboard shows your net worth, how it's changing, and where your money sits.

🎥 WATCH THE FULL WALKTHROUGH VIDEO before you buy, every tab explained: https://youtu.be/3GoDufoXFog

✨ NOW INCLUDES 4 FILES: a SAMPLE version (filled in so you can see exactly how it works) and a BLANK version (cleared and ready for your own info), each in an Excel edition and a Google Sheets edition.

★ WHAT'S INCLUDED ★
• Clickable Start Here cover page with quick-start steps and a colour key (yellow = you type, white = calculated)
• Dashboard: 16 KPI tiles (net worth, monthly, year-to-date and 12-month change, assets, debts, debt-to-asset, liquid assets, emergency runway, FI number and progress, next milestone, main goal, average growth, all-time high), an 8-point financial health check, a last-12-months table and 6 charts
• Accounts: up to 40 accounts with type, institution, liquidity, owner, rate and monthly payment. Asset or debt is decided automatically, with status flags (high interest, paid off, paid down)
• Monthly Balances: one grid for 40 accounts x 36 months, with totals, net worth, monthly change and debt-to-asset ratio. The latest month is highlighted
• Net Worth History: every month with assets, debts, net worth, change, liquid and invested assets, plus a breakdown by asset class and debt type
• Asset Allocation: actual vs. target % by class, drift and rebalance amount, plus liquidity, owner and top 10 assets, with 3 charts
• Debt & Ratios: payoff date, months left, monthly interest and % paid for every debt, debt-free date, debt-to-income, 12-month ratio trend and 2 charts
• Goals & Milestones: 12 net worth milestones with the month you reached each one and a projected date at your pace, plus 10 custom goals (net worth, assets, liquid, invested or debt) marked done, on track, behind or overdue
• Year Summary: 3 years side by side (start, end, change, debt paid down, best and worst month) and a month-by-month year vs. year comparison with 2 charts
• FI Calculator: your FI number, years to FI and FI age in cautious, base and optimistic cases, Coast FI, the monthly amount needed, a 40-year projection chart and a years-to-FI what-if grid
• Setup: asset classes with target allocation, debt types, liquidity levels, owners, milestones and your settings, all editable
• How To Use guide with FAQ
• 15 charts in total, drop-down menus throughout, and sample data so you can see how everything works
• A sample-data version and a blank ready-to-use version, for both Excel and Google Sheets

★ SAVE WITH A BUNDLE ★
Get this template plus 4 more in the Personal Finance Spreadsheet Bundle and save 50%: https://www.etsy.com/listing/4600189972/personal-finance-spreadsheet-bundle
Get this template plus 3 more in the Investor Spreadsheet Bundle and save about 48%: https://www.etsy.com/listing/4600190490/investor-spreadsheet-bundle-trading
Get this template plus 4 more in the Real Estate Investor Spreadsheet Bundle and save 46%: https://www.etsy.com/listing/4600494811/real-estate-investor-spreadsheet-bundle

PLEASE NOTE
• DIGITAL download only. No physical item will be shipped.
• A tracking tool, not financial advice.
• For personal use only. Not for resale.

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Meet your seller

SheetSmartTemplateCo
Jesse Peters
SheetSmartTemplateCo ·

South Bend, Indiana

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
·
9 sales
·
New on Etsy
Jesse
1 shop member

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