Excel/Sheets
Net Worth & Financial Goals Tracker - Excel & Google Sheets Template
$12
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- FormatExcel, Google Sheets
- DeliveryInstant digital download. No physical item shipped.
See the real picture of your money. This Excel & Google Sheets workbook tracks everything you own and owe once a month, charts your net worth trend, and measures progress toward your savings, debt and net-worth goals.
What's inside
- Balances sheet: 40 accounts x 36 months, with automatic totals for assets, liabilities and net worth (debts entered as positive numbers)
- Dashboard: net worth, assets, liabilities, change vs last month and vs 12 months ago, debt-to-asset ratio, 12-month table, category breakdown and 3 charts
- Goals sheet: 15 goals linked to an account, your total net worth or a manual amount, with progress bars, remaining amount and the monthly amount needed to hit your date
- Setup sheet: choose your first month; edit asset and liability categories
- Start Here guide in every file
You get: a BLANK workbook and an EXAMPLE workbook with 18 months of sample data (easy to clear).
Works in: Excel 2010+, Microsoft 365, Excel for Mac and Google Sheets (upload the .xlsx, Open with Google Sheets). Standard formulas only, no macros.
Instant DOWNLOAD. For personal use.
Disclaimer: A personal tracking template, not financial, investment or tax advice. Results depend on the figures you enter.
$12
Instant digital download.
