Ultimate Net Worth & Financial Planning Templates
3 advanced net worth & financial planning templates for Excel and Google Sheets.
Net Worth Tracker Ultimate
Thirty rows for holdings and twenty for debts, each named, each with a category, and each carrying last month's value beside this month's so the change works itself out and colours by direction - on the debt side a falling balance reads the sensible way round. The Ultimate Net Worth Tracker spreadsheet template rolls the detail into monthly snapshots, an allocation breakdown and a three-year comparison. Six working sheets and two charts, Google Sheets and Excel. No macros, no VBA.
Personal Financial Statement
Five ratios - debt-to-income, debt-to-asset, savings rate, liquidity and housing cost - each set beside the threshold lending practice conventionally applies, with a guide to what it measures. The Ultimate Personal Financial Statement spreadsheet template lists 20 assets and liabilities, every debt with a balance and a monthly payment, shows income and expenses monthly and annually, and adds multi-period and lender summary sheets. Google Sheets and Excel, one file. No macros, no VBA.
Financial Goal Planner Ultimate
A category, a priority, a target date and a status on each of twelve goals, then an action plan breaking every goal into milestones with due dates, a completion flag and a note. The Ultimate Financial Goal Planner spreadsheet template records contributions month by month across a year with a total per goal, arranges the goals on a priority matrix by the ranking you set, and keeps a year-over-year sheet. Seven sheets. Google Sheets and Excel, one file.
Looking for free templates?
We also offer free net worth & financial planning templates with basic features. Try them first, then upgrade to Ultimate.