The Net Worth Tracker Spreadsheet

Just imagine if you could...

  • Know your exact net worth as it stands right now, and how much it grew in the last month and over the years
  • Have a concrete plan of action for your financial goals and know when you can anticipate reaching them
  • Feel completely confident about making major financial decisions knowing that you are as informed as can be when making them
  • View your historical monthly, quarterly, and annual asset & liability summaries and trends at the click of a button
  • Feel empowered (instead of intimidated) by your finances because you have total control
  • Track your journey to Financial Independence when you can comfortably live off of your savings and investments

Features That Will Help You Stay On Course

On The Go Access

Track and update on the go on your computer, tablet, or phone

Multi-Year Tracking

With one click, check historical data for a long-term financial overview

Customization Capabilities

Set custom categories, currency, and more to suit your needs

Automated Visuals

Simple yet key graphs and tables to get the most insight

Financial Goals Tracking

Set your end of year Net Worth goals

Sharing Capabilities

Share with your accountability or life partner


The Net Worth Tracker Spreadsheet Designed To Grow With You

This Google Sheet Spreadsheet is for you if you want:

  • Automated graphs and visuals designed to tell your money story simply, accurately, and seamlessly over the months and years
  • The ability to set and track specific and time-bound annual financial goals that you can hold yourself accountable to
  • A monthly, month-over-month, and annual insight into your assets & liabilities
  • Net Worth and (optional) FI/RE journey visualizations showing your trends, milestones, and progress to goals & FI Number
  • A customizable dashboard that supports custom net worth categories and currencies to suit your individual needs
  • Multi-year tracking capabilities to provide continuous reporting on your long-term financial health
  • Ability to share the spreadsheet and collaborate with a spouse, life, or accountability partner for easy updates by either or all parties
  • On the go access to all your finances on your phone, tablet, or computer
  • An aesthetically pleasing way to track your money
  • And SO MUCH more!

What's Included In The Spreadsheet

Read ME

Contains detailed instructions for the rest of the 7 Input & Dashboard tabs

Input: Categories|Goals

Set your categories and plan end of year Net Worth goals

Input: Net Worth

Enter your assets and liabilities to get your net worth each month

Monthly Dashboard

Select a month to get summaries and visualizations of your monthly net worth

Net Worth | FI Dashboard

Automated visualization of your Net Worth and Financial Independence trends


Grab our FREE Budget Spreadsheet

Get clarity on your income, savings, and expenses using this FREE Google Sheet budget spreadsheet.

Direct your hard-earned money to the things that matter most to you and reach your goals faster.  

In this spreadsheet you will get:

  • Automated visuals and insights
  • Flexibility to set your own budgeting categories
  • Trackers for expenses, income, and savings and investments
  • Pie charts with breakdowns of your monthly spending 

The best part? It's absolutely FREE!