Essentials Net Worth & Financial Planning Templates
5 net worth & financial planning spreadsheet templates with dashboards, charts, and expanded capacity. One-time $12 per template.
Net Worth Tracker
List assets and liabilities to calculate total net worth. Track changes over time to see overall financial progress.
Personal Financial Statement
Prepare a formal personal financial statement with assets, liabilities, income, and expenses. Often used for bank loan applications or financial reviews.
Financial Goal Planner
Set and track multiple financial goals with target dates and contribution plans. Monitor progress toward each goal from a single dashboard.
Cost Comparison Template
Compare costs across different options - insurance plans, services, products, or providers. Lay out features and pricing side by side.
Inflation Calculator
Calculate the impact of inflation on purchasing power over time. See how a given amount today compares to its future or past value.
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 $12 purchase.