Annual Net Worth Spreadsheet Tracker - Customizable, year-at-a-glance with tutorial!



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

Want to track your net worth but don't know how? Sick of online tools like Mint or Personal Capital constantly disconnecting your accounts, not updating, or miscalculating? When I couldn't find a great net worth tracker, I decided to make my own! The key to keeping up with your financial goals is having systems that are easy as heck to use. And this sheet is intuitive, customizable and let's you see a year’s worth of net worth and goal progress on just one page!

It can be updated in about 10 minutes a month, and absolutely helps me keep on top of my financial goals.

This sheet has been beta tested by dozens of Budget Girl viewers who say they LOVE it for seeing a clear financial picture and that it’s easy as pie to use. I hope you’ll have the same experience.

This GOOGLE SHEETS net worth tracker is unlike the Excel templates you've seen elsewhere. If you have a Gmail account, then you have access to Sheets, a totally free spreadsheet program that is always in your pocket and available to you online. There's no reason to ever be without your tracker again. Sheets is also easier and more intuitive to use than Excel!

It's time to win with money and it's never been easier than with this template. Get excited about managing your finances as you see your progress and fund your goals. You. Got. This.

Comes with a COMPLETE step-by-step tutorial (with pictures!) to use, customize and fix your budget should you have any formula issues.

This is a digital product. Nothing will be shipped to you. An email with the templates and instructions will immediately be sent upon purchase.

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This shop had returning customers within the past 6 months.

168 reviews

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5 out of 5 stars

Purchased Sarah's spreadsheet tracker this past weekend and after filling it out (so easy and intuitive!) I'm so psyched about watching my progress on becoming debt free. I've tried for years to put something like this together but always got frustrated in the process of set up and tracking - no more! Thanks Sarah for the great tool! I bought the net worth tracker too - look out zero debt cause here I come!!

Carol Dec 17, 2020

5 out of 5 stars

Guess what happened when I Finally had all of our assets recorded in one place?!? This sheet helped me see that our net worth is actually THREE TIMES as much as I thought!!!🤩 Thank you Budget Girl!!!

Jacquline Loranzo Mar 21, 2021

5 out of 5 stars

This tracker is so easy to use! I am looking forward to tracking all of 2021 and seeing my net worth grow. Thank you Budget Girl for such an awesome product.

Jeanette Richemond Dec 3, 2020

5 out of 5 stars

Excellent product! I’ve never used google sheets before and was super easy to navigate! I was able to get in done in 20 minutes. Looking forward to tracking my net worth!

Patricia Pires Nov 3, 2020