Description
Income goes up, bills go up, and somehow it never feels like progress. Net worth is the one number that tells the truth — and tracking it takes five minutes a month.
Inside the template — tab by tab
- Start Here — two-minute setup for Excel or Google Sheets.
- Accounts — 15 asset slots (cash & checking, savings, investments, retirement, property, vehicle, other) and 10 liability slots, with live totals and today’s net worth.
- Monthly Log — type your first month once; the next 35 rows date themselves. Enter two totals a month — net worth and month-over-month change calculate automatically (green up, red down).
- Dashboard — your 36-month trend line, an asset-mix doughnut, current KPIs, and milestone markers from $10k to $1M that flip to “REACHED ✓”.
Why it works
A down month is data, not failure — what matters is the 12-month direction. One habit, same day each month, and you’ll never wonder “are we actually getting ahead?” again.
The details
- Format: Excel (.xlsx) — imports into free Google Sheets in two clicks (step-by-step instructions included)
- In your download: the spreadsheet, a Quick-Start PDF, a README and the personal-use license
- Delivery: instant download after checkout plus an email link — unlimited re-downloads, links never expire
- Works on: Excel 2016 or newer (Windows & Mac), Excel for the web, and Google Sheets. No macros, nothing to install.
- One rule: type only in white cells — green-tinted cells calculate themselves
- Guarantee: 30-day fix-or-refund. Reply to your order email; a human answers within 24 hours.
Reviews
There are no reviews yet.