Net Worth Tracker Spreadsheet
Your whole financial picture on one page: what you own, what you owe, and how your net worth moves month by month.
- Net worth, assets, and debts for every month
- Change this month and this year, by category too
- Debt-to-asset ratio and progress toward a goal
Instant download after checkout. Sales tax, where it applies, is added at checkout.
- Files
- Blank .xlsx + filled-in example .xlsx
- Made for
- Microsoft Excel and Google Sheets
- Inside
- Accounts, monthly balances grid, by-category view, dashboard with tiles, a where-it-sits table, and three charts
Use this file for your own household or business. Do not resell, share, or redistribute the file or any part of it. Designed by Tally & Page with AI-assisted tools.
Features
What it does for you
- One row per account, up to 30: checking, savings, investments, retirement, home and vehicles, every debt
- Type each month's balances once; net worth, total assets, and total liabilities are worked out for every month
- Change from the previous month, and change this year against last year's closing figure
- 14 categories (7 asset, 5 debt, 2 spare), each marked Asset or Liability, with a By Category tab by month
- Accounts tab: latest balance, the month it was entered, change since the first balance, share of assets or debts
- Dashboard tiles: net worth, assets, debts, change this year and this month, debt-to-asset ratio, goal progress
- A where-it-sits table of every category in the latest month, and three charts
- Optional net worth goal and end-of-last-year figure on Setup; a filled-in example file plus a blank file
How it works
From checkout to your first entry
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Buy and download
Your files are ready right after checkout. Nothing ships, and there is nothing to install.
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Open the file
Open the blank copy in Microsoft Excel or upload it to Google Sheets. There are no macros, add-ins, or passwords.
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Start with the example
Each spreadsheet comes twice: filled in with sample numbers, and blank. Read the example to see how the parts connect, then type your own numbers into the yellow cells of the blank copy.
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Questions
Before you buy
Is anything shipped to me?
No. Every template is a digital download. Right after checkout you land on your download page; bookmark it to download again later.
Can I use it for my business?
Yes, for your own household or business. Please don't resell, share, or redistribute the files or any part of them.
What if a file doesn't work?
Contact us from your order receipt within 10 days of purchase and describe what you see. We'll send a fixed file, or a refund if we can't make it work as described.
What do I need to use it?
Microsoft Excel and Google Sheets
Is it made with AI?
We design with AI-assisted tools. Before a file is listed, every spreadsheet is recalculated and checked for formula errors, and every link in a planner or guide is tested.
Is this financial, tax, or legal advice?
No. The templates help you organize your own numbers and work. For decisions about taxes, debt, or investments, talk with a qualified professional.