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Net Worth Tracker Spreadsheet | Monthly Balances, Milestones, Ratios for Excel and Google Sheets

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Highlights

From Practice Foundry

One spreadsheet to watch your net worth move — month by month, for five full years, in one place.

What you get (instant download, 2 files):
- Net Worth Tracker Spreadsheet (.xlsx): Instructions, Accounts Setup, Monthly Balances, Dashboard, Ratios, Milestones, and a fictional worked Example
- Instructions PDF: how to add accounts, enter monthly balances, set milestones, and read your dashboard and ratios

How it works:
- Accounts Setup: name up to 16 accounts, mark each Asset or Liability, and set your start month. Every other sheet picks the names up automatically.
- Monthly Balances: a 60-month grid. Enter each month-end balance and totals, net worth, and month-over-month change compute themselves.
- Dashboard: current net worth, assets, liabilities, debt-to-asset ratio, change since start, 12-month change, best month, and average monthly change — all live formulas.
- Ratios: current balance per account, each account's share of its side, and your debt-to-asset ratio.
- Milestones: set net worth goals and see projected dates based on your average monthly change so far.
- Your balances start blank. A fictional Example is included so you can see the math before you start.

Works in Microsoft Excel and Google Sheets. No physical item will be shipped. Preview images show sample figures; your balances start blank.

General information only, not financial advice.

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Listed on Oct 29, 2026
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