Net Worth Tracker (Excel & Google Sheets)
Easily track and manage your personal or business finances with this all-in-one Net Worth Tracker.
Key Features:
- Assets & Liabilities Tracking — Record all your assets (cash, bank accounts, investments, real estate, vehicles) and liabilities (loans, credit cards, mortgages) in structured tables with automatic categorization.
- Multi-Currency Support — Enter values in different currencies with automatic conversion into your base currency for a clear financial overview.
- Monthly Net Worth Tracking — Monitor how your net worth evolves over time with monthly snapshots of assets, liabilities, and total balance.
- Net Worth Overview Dashboard — Get a clear visual summary of your financial position with charts and breakdowns of assets vs liabilities.
- Performance Analytics — Track changes over time, identify growth trends, and understand your financial progress on a monthly and yearly basis.
- Automated Calculations — All totals, balances, and net worth values are calculated automatically for accuracy and convenience.
- Fully Customizable — Easily adjust categories, currencies, and structure to match your personal financial situation.
- Compatible with Excel and Google Sheets — Use the template on your preferred platform without limitations.
Perfect for individuals, investors, freelancers, and anyone who wants a clear, structured, and visual way to track net worth and achieve financial goals over time.
