Essentials Net Worth & Financial Planning Templates
5 net worth & financial planning spreadsheet templates with dashboards, charts, and expanded capacity. One-time $19 per template.
Net Worth Tracker
Accounts down the side, the twelve months across the top, so a year of history lives in one grid rather than in twelve files. The Essentials Net Worth Tracker spreadsheet template groups assets into five categories covering cash, investments, retirement, property and the rest, lists liabilities beneath as ordinary positive balances, and adds a month-on-month change row. Two working sheets, two charts and a dashboard of six figures. Google Sheets or Excel. No macros, no VBA.
Personal Financial Statement
The lender-format statement on a single sheet: assets grouped into cash, investments, retirement, real estate, vehicles and other, each subtotalled, and liabilities grouped by type with a balance and a monthly payment on each. The Essentials Personal Financial Statement spreadsheet template adds monthly income by source, total assets, total liabilities and net worth, and an as-of date and preparer line. Google Sheets and Excel, one file. No macros, no VBA.
Financial Goal Planner
Ten goals, each with a target, a balance and the monthly contribution you can actually make - and the months left follow from that contribution rather than from a deadline. The Essentials Financial Goal Planner spreadsheet template caps the percentage complete instead of reporting past complete, records a deadline as a month and year, and leaves the priority field yours to set. A dashboard sits over the Goals sheet. Google Sheets and Excel. No macros, no VBA.
Cost Comparison Template
Five named options, a named cost category on every row, and the first row treated as a monthly charge and multiplied across the year while the rest are taken as one-time or already annual. The Essentials Cost Comparison Template spreadsheet then names the cheapest option and says what choosing it saves against the dearest. Fourteen rows, three working sheets. Google Sheets and Excel. No macros, no VBA.
Inflation Calculator
Thirty years of projection, with every year in between shown: what the same goods cost, what your amount is worth in today's terms, the purchasing power lost to date, and cumulative inflation across the whole period rather than just the annual rate. The Essentials Inflation Calculator spreadsheet template splits that across a Dashboard, a Setup sheet and the Projection Table, with How to Use on a fourth tab. Google Sheets and Excel. No macros, no VBA.
Not sure which to pick?
Try the free version of any net worth & financial planning template first. When you're ready for the dashboard and extra capacity, upgrade to Essentials - a one-time $19 purchase.