Net Worth Tracker Spreadsheet for Google Sheets and Excel, Monthly Assets and Debt Tracker, Personal Finance Dashboard Template

See your whole financial picture in one number, and watch it move month by month.

List your accounts once, type each balance on the 1st of the month, and the dashboard does the rest: total assets, total debts, net worth, the change from last month and since January, and how much debt you paid down.

FEATURES
- Accounts: up to 30 accounts, each an Asset or a Liability, with categories (cash, retirement, investments, property, vehicle, cards, loans, mortgage)
- Balances: one balance per account per month, January to December
- Dashboard: assets, liabilities, net worth, monthly change and debt ratio, with a net worth chart
- Reusable every year

HOW YOU GET IT
This is a digital download. Nothing is shipped. After purchase, download the files from your Etsy Purchases page (or the email Etsy sends you).

WHAT'S IN THE DOWNLOAD
- The template in 3 color themes (Sage, Blush, Slate)
- Each theme with example data, so you can see it working, and a blank version to start fresh
- A Start Here PDF with setup steps for Google Sheets and Excel

WORKS WITH
- Google Sheets (free, any computer, phone or tablet app)
- Microsoft Excel 2016, 2019, 2021 and Microsoft 365
- Not tested in Apple Numbers

GOOD TO KNOW
- No macros, no add-ons, no account to make with us.
- Personal use. Please do not share or resell the files.
- Designed by Tallyhouse with the help of AI tools. Every formula is tested against worked examples before it ships.
- Questions? Message us here on Etsy. We usually reply within a day.