Net Worth Tracker Spreadsheet for Google Sheets
Stop guessing where you stand financially. This Google Sheets template tracks your assets, liabilities, and net worth month-over-month - with visual charts that show your progress and milestones that keep you motivated.
One-time payment • Lifetime access • Money-back guarantee
Ready-to-use Spreadsheet Template
See Your Complete Financial Picture
Dashboard That Tells the Whole Story
Open your spreadsheet and instantly see where you stand: net worth, total assets, total liabilities, and debt-to-asset ratio. Compare to last month. Compare to January. One glance, complete clarity.
- Net worth over time chart
- Month & YTD changes
- Debt-to-asset ratio
Asset Tracking
Track every asset across 11 categories with monthly snapshots. See your asset allocation with visual pie charts and growth trends over time.
- Monthly asset snapshots
- Allocation pie chart
- Growth trends over time
Liability Tracking
Monitor all debts and liabilities across 7 categories. Track monthly balances, see allocation breakdowns, and watch your debt decrease over time.
- Monthly balance tracking
- Allocation breakdown
- Debt payoff progress
Key Metrics Dashboard
Monitor key performance metrics at a glance. See asset and liability trends, YTD performance, milestone progress, and your next financial goal.
- YTD comparisons
- Trend analysis
- Next milestone tracking
Set Goals. Crush Them. Celebrate.
Define milestones like 'Net Worth $100K' or 'Pay off student loans.' The tracker automatically marks when you hit each goal and logs the date. Watch your progress bar fill up as you build wealth.
- Net worth milestones
- Asset targets
- Debt-free tracking
Track Assets Over Time
Record monthly snapshots of all your assets. Watch values change over time and identify trends in your wealth accumulation.
- Monthly snapshots
- Historical tracking
- Value change analysis
Track Liabilities Over Time
Record monthly balances for all your debts. Monitor your debt payoff progress and see how your liabilities decrease over time.
- Monthly balance tracking
- Payoff progress
- Debt trend analysis
Define Your Milestones
Set specific financial targets for net worth, assets, and debt reduction. Track when each milestone is reached with automatic date logging.
- Custom target amounts
- Automatic tracking
- Achievement dates
Customizable & Flexible
Easily customize the tracker to match your specific needs. Add, remove, or modify categories to fit your financial situation.
- Add custom categories
- Modify tracking sections
- Adapt to your needs
Simple 4-Step Process
How It Works
Download & Access
Get instant access to the tracker via Google Sheets. One-time payment, lifetime access.
Input Your Data
Add your assets and liabilities with monthly snapshots to track changes over time.
Get Insights
Watch as the template automatically calculates your net worth, debt ratios, and milestone progress.
Track & Achieve
Monitor your progress toward financial milestones and watch your net worth grow over time.
Customer Reviews
What Our Customers Say
If I get half as good at handling my finances as you are at customer service, this'll be the best $26 I've spent lately.
Great tool! Simplifies financial planning without the hassle of complex spreadsheets.
I recently purchased your super convenient spreadsheet, it really helps me!
Built for Results
Why This Template Works
Comprehensive
11 asset categories and 7 liability types covered.
Easy to Use
Intuitive design. No Excel expertise required.
Google Sheets Based
Access anywhere, on any device. Cloud-based.
Always Improving
Free updates included at no extra cost.
Privacy First
Your data stays private. We never see it.
Lifetime Access
One-time payment. Own it forever.
Got Questions?
Frequently Asked Questions
Is this template free to use?
This template is not free, but it is available for a one-time payment. This payment gives you lifetime access to the template and all future updates.
What do you mean by lifetime access?
Lifetime access means that you will have access to this template for as long as you need it. You will not be required to pay any additional fees for continued access to the template or any future updates.
Do I need to sign up to use this template?
You don't need to create an account with us. The template works in Google Sheets, so you'll need a Google account. If you don't have one, you can create one for free at google.com. After you purchase the template, copy it to your Google Drive, and start using.
What are the benefits of using this template?
This template offers a range of benefits, including: Easy-to-use interface, Customizable to suit your needs, Secure and private, Regular updates and improvements, One-time payment for lifetime access.
Can I get future updates?
Yes, you will receive all future updates to this template at no additional cost. This ensures that you always have access to the latest features and improvements.
Do you offer any discounts?
At this time, we do not offer any discounts on this template. However, the template is available for a one-time payment, which provides lifetime access and free updates.
Do you have any access to my financial data?
No, we do not have access to your financial data when you use this template. The template is designed to be used in your own Google Sheets account, ensuring that your financial information remains private and secure.
Is this template financial advice?
Our templates are not financial advice. They are tools designed to help you manage your personal finances more effectively. If you need personalized financial advice, we recommend consulting with a financial advisor or accountant.
Can I make my own changes and customize this template?
Yes, you can make your own changes and customize this template to suit your needs. The template is designed to be flexible and adaptable, allowing you to add or remove sections, change formulas, and adjust formatting as needed.
Do you offer technical support?
This is a self-service product, and we do not offer technical support. However, if you encounter any issues or have any questions about the template, please contact our team for assistance. Because everyone's financial situation is unique, we recommend that you consult with a financial advisor or accountant if you need personalized financial advice.
Can't find the answer you're looking for? Contact our team
One-time payment
Start Tracking Your Net Worth Today
Gain clarity over your finances. One purchase, lifetime access, all future updates included. Your data stays 100% private in your Google account.