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
Assets minus liabilities. A one-snapshot-per-month baseline.
Personal Financial Statement
Bank-loan-style statement listing assets and liabilities for a full financial picture.
Financial Goal Planner
Multi-goal tracking with target amounts, dates, and monthly contribution required.
Cost Comparison Template
Side-by-side comparison of up to 6 options with cost, features, and total score.
Inflation Calculator
Future purchasing power of a dollar amount given an annual inflation rate.
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