5 Free Templates
Free Net Worth & Financial Planning Templates for Excel & Google Sheets
Templates for tracking net worth, setting financial goals, and long-term planning.
About These Net Worth & Financial Planning Templates
Templates for tracking net worth, setting financial goals, and long-term planning. Each template includes a dashboard with key metrics, formula-driven calculations, and realistic sample data. Download any template instantly - they work in Microsoft Excel, Google Sheets, and LibreOffice Calc with no setup required.
All Net Worth & Financial Planning Templates
Net Worth Tracker
Everything you own and everything you owe goes into one fifteen-row table, each line marked as an asset or a liability, with debts entered as negatives so a single column totals straight through to a net figure. The Free Net Worth Tracker spreadsheet template carries that figure and the number of lines recorded in a strip above, and what counts as an item is entirely yours to decide. One working sheet, Google Sheets or Excel. No macros, no VBA, no sign-up.
Personal Financial Statement
Everything you own and everything you owe on one 17-row list, each line marked asset or liability, with debts entered negative so the column total is your net worth. The Free Personal Financial Statement spreadsheet template carries that net figure and a count of the rows in use in a strip above, and takes free-text item names. Google Sheets or Excel, one file. No macros, no VBA, no sign-up.
Financial Goal Planner
Twelve goal rows, each with a target, what is saved against it and a deadline in months, and the monthly figure that closes the gap settling on the line. The Free Financial Goal Planner spreadsheet template totals that monthly figure across every goal and carries total target and total saved on the strip at the top. A goal already met returns nothing needed rather than a negative figure. One working sheet, Google Sheets or Excel. No macros, no VBA, no sign-up.
Cost Comparison Template
Four options side by side, a row per cost so every option is measured on the same items, and each column totalling to a first-year figure. The Free Cost Comparison Template spreadsheet lets you rename the option headers to your own vendors or plans and leaves the cost items as free text, so the rows describe what actually differs between them. Eight rows, one working sheet. Google Sheets or Excel. No macros, no VBA, no sign-up.
Inflation Calculator
An amount, a rate and a horizon go in. What the same goods cost at the end of the period comes back, alongside what today's money is actually worth by then and the purchasing power lost between the two - the question answered in both directions at once. The Free Inflation Calculator spreadsheet template keeps the whole calculation on one working sheet, with How to Use beside it. Google Sheets or Excel, one file. No macros, no VBA, no sign-up.
Need more advanced features?
Our premium spreadsheet templates include multi-sheet dashboards, advanced formulas, native charts, and ongoing updates.