$8.50$17 · Google Sheets + Excel · Instant download
See your whole financial picture on one page. Add your accounts, home value, retirement balances and debts, and the dashboard calculates your net worth and charts it month after month. Watching that line climb is one of the most motivating things you can do for your finances.
What's inside
Assets vs liabilities summary with net worth total
Monthly net worth chart over 5 years
Asset allocation pie chart (cash, investments, property)
Debt-to-asset ratio and savings rate
Milestone tracker for your first $10K, $100K and beyond
Google Sheets and Excel
Perfect for
Anyone on the path to financial independence
Couples tracking joint finances
People who like to see progress in numbers
Who Personal Net Worth Dashboard is for
For anyone who wants one clear number that shows whether their finances are moving forward. It is popular with people pursuing financial independence, couples tracking joint wealth, and anyone motivated by seeing progress charted month after month.
How to use it in 4 steps
List your assets: cash, retirement accounts, investments, home and vehicles.
List your liabilities, including mortgage, loans and card balances.
Update balances once a month; the dashboard calculates net worth automatically.
Review the 5-year chart and milestone tracker to see your trend.
Format and compatibility
You get a Google Sheets link to make your own copy and an .xlsx file for Microsoft Excel. Both versions have the same tabs and formulas. Sheets works free in any browser and in the Google Sheets app on iPhone and Android, so you can update it from anywhere. Excel works on Windows and Mac.
Personal Net Worth Dashboard: frequently asked questions
How often should I update it?
Once a month is enough. Pick a regular date, such as the first of the month, so the chart stays consistent.
Should I include my home value?
That is your choice. The dashboard lets you include or exclude property so you can view net worth both ways.
Is my financial data shared anywhere?
No. The file lives in your own Google Drive or computer. Nothing is uploaded to us.
How do I get my files?
Right after payment you receive a download link at the email you entered at checkout. Save the files to your device and use them as often as you like.
Is anything shipped to me?
No. This is a digital product, so nothing physical is mailed.
Is this professional advice?
No. This product is for education and personal organization. For medical, tax, legal or financial decisions, please talk to a qualified professional.
Related products
Investment Portfolio Tracker: Track every stock, ETF, index fund and crypto holding in one clean spreadsheet. Log your buys and sells, and…
Dividend Income Planner: Plan a growing stream of passive income from dividends. Log your dividend stocks and ETFs, and the planner fo…
FIRE Retirement Calculator: Find out when you can retire. Enter your savings, income, expenses and expected return, and the calculator pr…
Credit Score Repair Workbook: A step-by-step workbook for understanding and improving your credit score. Learn exactly what goes into a FIC…