Net Worth Tracker: preview (mockup)
Available now

Excel + Google Sheets + Printable PDF

Net Worth Tracker

Net worth is just what you own minus what you owe. Check in once a month and you'll see your overall direction, even in months when the budget felt messy.

$5.99

Buy on our site checks out through Payhip; the files download right after purchase.

Features

  • 12 months of assets and liabilities on one page
  • Net worth + change from last month
  • Latest net worth and change since month one
  • Line chart and own-vs-owe chart
  • Rename any row to fit your situation
  • Printable yearly + snapshot pages

How it works

  1. Enter your first month; the other 11 month headings fill in.
  2. Once a month, type in balances for what you own and what you owe.
  3. Net worth and the change from last month calculate automatically.
  4. Charts show the trend over the year.

What you get

  • Spreadsheet (KM-Net-Worth-Tracker.xlsx) with an Instructions tab, a filled-in Example tab and a blank tab for you
  • Printable PDF in US Letter and A4: ink-friendly pages to fill in by hand
  • 1-page How-to PDF with your Google Sheets copy link

Details

FormatsExcel (.xlsx), Google Sheets and printable PDF
Works withMicrosoft Excel (desktop) and Google Sheets (free Google account). No macros.
Printable sizesUS Letter and A4
ProtectionFormula cells are locked so they don't get erased by accident (no password; you can unprotect them)
DeliveryDigital download. No physical item is shipped.
LicensePersonal use only. Please don't resell or share the files.

Refunds

These are instant digital downloads, so all sales are final. If a file won't open or is damaged, email service@kmfinancialgroups.com within 30 days and we'll send a replacement or refund your purchase.

From the publisher of plain-English money books. See the books.

Want all six? See The Money Template Bundle (All 6).

Educational tool, not financial, tax, or investment advice. The templates do the arithmetic you set up; the numbers, and the decisions, are yours. Informational only. Not personalized financial, legal, investment, or tax advice.

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