Net Worth Tracker spreadsheet on a laptop

Exactly what you'll open — real screenshots in Microsoft Excel.

Personal Finance

Net Worth Tracker

Track assets vs liabilities and watch your net worth grow, month after month.

  • Designed for clear, calm planning
  • Protected formulas · no macros
  • Light & Dark · EN/ES/FR/DE
Coming soon

This template is not available yet. The Wedding Planner Premium for Microsoft Excel is available now.

See the Wedding Planner
  • Built for Microsoft Excel
  • Clear setup instructions included
Microsoft Excel
  • See your true net worth at a glance
  • Watch the trend climb month over month

For personal use only. This is a digital spreadsheet template — no physical product is shipped. Charts may render slightly differently in Apple Numbers.

What's included

Dashboard
Accounts
History
Allocation
Goals & Projections
Instructions

Video walkthrough

A product video is on the way — this is a preview clip.

How it works

  • List assets and liabilities each month
  • The dashboard charts net worth over time

Who it's for

  • Anyone building wealth or paying down debt

Specifications

FormatMicrosoft Excel (.xlsx)
DeliveryInstant digital download
Tabs / sections6 sheets
Example dataIncluded — type right over it
InstructionsStep-by-step, inside the file
LicensePersonal-use license

Questions & answers

How often do I update it?
Monthly is ideal, but it works at any cadence.
What do I get and how?
An instant digital download — no physical item. After checkout you can download the spreadsheet file straight away and open it in Microsoft Excel.
Can I edit it?
Yes. Editable planning fields are clearly marked, while formulas and calculated areas are protected to help prevent accidental changes. Licensed for personal use.

Personal Finance

Complete the set

BundleMoney Reset Kit spreadsheet template preview
Personal Finance

Money Reset Kit

Four tools in one: budget, debt payoff, savings and net worth — a full money reset.

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