Net Worth Tracker | Google Spreadsheet Download
They say, “What you measure grows.”
An essential piece of wealth management is tracking your net worth. It doesn’t have to be complicated and this spreadsheet is a rock-solid place to collect and track your net worth over time so you have at-a-glance information whenever you need it. This is the same document we use and have been honing for over 10 years.
Enter all the relevant information about your assets and liabilities and the tracker will automatically calculate totals for each category, as well as your total net worth snapshot. Copy the tab and update the figures every quarter to watch your total wealth picture grow over time.
FEATURES
Fully customizable so you can add line items and categories that are relevant to you
No CPA required. This is designed to be non-intimidating. Only a few basic SUM cells (automatically adds the values of a few other cells), all of which are clearly marked in blue. As long as you don’t delete the cell, you won’t mess it up.
Pre-loaded with sample information so you can see exactly how to enter your figures.
Pre-filled with loads of suggested line items for expenses so you don’t miss anything.