1 Year Monthly Net Worth Tracker Spreadsheet for Excel

$5.99

Most people have a rough idea of their net worth. A number in their head — probably too low, possibly wrong, definitely vague.

This changes that.

The Net Worth Tracker Spreadsheet for Excel gives you a clear, honest picture of your financial life in one place — every asset, every liability, and exactly where you stand today. Update it once a month, and you’ll see not just where you are, but where you’re heading.

Enter your account balances and what you owe, and the spreadsheet calculates everything automatically — total assets, total liabilities, and your net worth. Your financial dashboard then shows your progress over time with charts and monthly changes, so you can see momentum building (or spot when something needs attention) at a glance.

Set a goal, and it tracks how far you’ve come and what it’ll take each month to get there.

What you get:

  • Net Worth Tracker Spreadsheet for Microsoft Excel (.xlsx)
  • Assets & liabilities layout — the full picture in one clear view
  • Automatic net worth calculator built in
  • Financial dashboard with charts and month-by-month progress
  • Goal tracker — set a target, watch yourself close in on it
  • PDF guide to help you get set up fast
  • Personal support — message me anytime if you get stuck

It works for:

  • Anyone who wants to know their actual net worth, not a rough guess
  • People paying down debt who want to see the number move
  • Anyone building savings, investments, or both
  • Couples tracking shared finances together

Three steps to get started:

  1. Download your files instantly after purchase
  2. Open the .xlsx file in Microsoft Excel
  3. Enter your balances once — your net worth calculates itself

One thing worth knowing upfront: you’ll need Microsoft Excel to use this.

You can get a Google Sheets only version here, or you can purchase a bundle with both Google Sheets and Excel versions of the spreadsheet at a reduced cost.

No subscription. No expiry. Yours to keep and use as long as you like.

Digital download only — no physical product will be shipped. For personal use only.