Net Worth Tracker
Net Worth Tracker
What you own minus what you owe, tracked month by month so you can see which way it's heading.
What's inside
- Dashboard: your net worth now, the change since last month and since you started, with a chart over time
- A breakdown by category: cash and savings, investments, pensions, property, vehicles, mortgage, loans and cards
- Accounts: up to 20 accounts, each marked as something you own or something you owe, with a column for whose it is
- Monthly Log: one row a month for up to five years. Type the balances and the totals work themselves out
Good for
- A monthly money check that takes ten minutes
- Couples who want one picture across joint and separate accounts
- Seeing progress when you're paying off debt and saving at the same time
Good to know
- Values such as your home and pension are your own estimates
- It is a tracking tool, not financial advice
- Works in Microsoft Excel and free Google Sheets
- Instant download, one-off payment
4 tabs, all set up for you
The formulas are already done. You type in the white cells and everything else updates by itself.
- Start HerePick your currency and see how it works
- DashboardNet worth now, the change since last month and since you started, with a chart
- AccountsUp to 20 accounts, each marked as something you own or something you owe
- Monthly LogOne row a month with every balance, for up to five years
Ready in about two minutes
Your file is ready straight after checkout, on the order page and by email.
Double-click to open in Excel. For free Google Sheets, go to sheets.google.com, then File, Import, Upload.
Pick your currency, then type in the white cells. Totals, bars and charts update themselves.
Get this and every other planner for £29
The Whole-Life Bundle includes Net Worth Tracker plus 23 more templates, worth £162 if bought separately.
Only need the money ones? The Money Bundle has 11 templates for £19.
Questions
Something else? Get in touch and we'll help.
How long does it take to arrive?
It's instant. This is a digital download, so nothing is posted and there's no delivery wait. Your download link appears on the order confirmation page straight after payment and is emailed to you too. If you can't see the email, check your junk or spam folder.
Which countries can I buy from?
You can buy from the UK and the United States. US prices are shown in US dollars, and you can switch the spreadsheet to $ on the Start Here tab. We're working on opening up to more countries, so join our email list below to hear first.
Do I need Excel?
No. It works in Microsoft Excel and in free Google Sheets. In Google Sheets, go to File, Import, Upload and choose the file.
Will it work on a Mac, iPad or phone?
Yes, in Excel for Mac or Google Sheets in any browser. The Google Sheets app is handy for quick updates on your phone, but setting it up is easier on a bigger screen. Apple Numbers can open the file, but some features may not work the same.
Can I use it again next year?
Yes. It's a one-off payment with no subscription. Keep a clean copy and start a fresh one whenever you like.
How do I get my file?
You'll get a download link on the order confirmation page and by email as soon as you've paid.
Is this financial advice?
No. It's a planning tool that does the maths for you. For free, impartial guidance, see MoneyHelper.