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Net Worth Tracker

One number that tells you if you're winning. Update it once a month.

$7.99 USD · one-time

Buy on Etsy Buy direct: $7.19

🎉 25% off everything in our Etsy shop through Nov 4.

  • Google Sheets + Excel
  • Instant download
  • No formulas to touch

Track your net worth month by month and watch the trend. List your accounts once, enter balances once a month, and the dashboard shows net worth, total assets, total liabilities, the change since last month and since last year — plus a trend chart and an assets-by-type breakdown. Works in Google Sheets and Excel with no formulas to touch.

Perfect for: anyone who wants to see the big picture of their money improving month by month.

What it does

  • Dashboard: net worth, assets, liabilities, 1-month and 12-month change; net worth trend line; assets-by-type pie chart. Always follows the latest month you've filled in.
  • Accounts: up to 20 assets (cash, retirement, investments, property, vehicle, other) and 12 liabilities.
  • Monthly: 36 monthly columns. Enter balances; totals, net worth and month-over-month change calculate.

WHAT YOU GET (instant download)

• PDF guide with your Google Sheets copy link

• Excel file (.xlsx) for Excel 2016 or newer, Windows and Mac

• Start Here tab with 4 set-up steps and 12 months of sample data you can clear

How it works

  1. Download the PDF, open the link, File → Make a copy (or open the Excel file).
  2. List your accounts on the Accounts tab.
  3. Once a month, enter balances in the next column on Monthly. Done.

Compatibility

Google Sheets (free Google account) and Microsoft Excel 2016+. Set-up is easiest on a computer. Not designed for Apple Numbers.

License

Personal use (or one business of your own). Please don't resell, share or redistribute the files.

Pairs with the PlanfulPanda Monthly Budget Spreadsheet, Debt Payoff Tracker and Savings Goals Tracker.

Designed by PlanfulPanda with AI-assisted tools; every formula and layout is hand-checked.

Questions about the Net Worth Tracker

What is the Net Worth Tracker?

The PlanfulPanda Net Worth Tracker is a spreadsheet template for Google Sheets and Excel. One number that tells you if you're winning. Update it once a month.

Who is the Net Worth Tracker for?

It's made for anyone who wants to see the big picture of their money improving month by month.

Does it work in Google Sheets and Excel?

Yes. You get a Google Sheets copy link and an Excel (.xlsx) file, Excel 2016 or newer. It isn't designed for Apple Numbers.

How much does it cost?

$7.99 USD on Etsy, or $7.19 when you buy direct through Payhip. It's a one-time purchase with no subscription.

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