Net Worth Tracker Spreadsheet in Excel & Google Sheets, Personal Finance Planner, Assets And Liabilities Template

Transform your financial future with our Net Worth Planner. This intuitive spreadsheet empowers you to effortlessly track and manage your net worth, allowing you to set and achieve your financial goals with ease. Gain invaluable insights into your financial health and take the first step towards financial prosperity. Take control of your financial destiny today!

This template is fully customizable! You can change everything in it – colors in tables, pie charts, etc.

WHAT’S INCLUDED IN THE PURCHASE? 

• Video Tutorial
• 20-Page Quick Start Guide
• 4 Templates of Spreadsheets
• 1 Sample Excel Spreadsheet with Mock Data
• Excel Spreadsheet with Empty Data
• Sample Google Sheets Spreadsheet with Mock Data
• Google Sheets Spreadsheet with Empty Data
• Editable in Google Sheets and Microsoft Excel
• Compatible with MAC, PC, Phones, or Tablets
• 8 Spreadsheet Tabs

TABS:

1. Instructions
2. Settings
3. Year 1
4. Year 2
5. Year 3
6. Year 4
7. Year 5
8. Net Worth Dashboard

Features:

• Intuitive and quick setup in just a few steps.
• 5-year net worth growth analytics.
• Advanced assets vs. liabilities management.
• Net worth goal tracker and year-over-year progress.
• Global dashboard with a detailed summary.
• Minimum manual input required.
• Separate dashboard for each year.
• Visually appealing graphs and charts.

5 X Yearly Dashboard:

• Detailed assets vs. liabilities management.
• Simply fill the information one per month.
• Track your annual and overall progress.

Global Dashboard:

• Net worth summary with detailed analytics.
• Track your goals and year-over-year progress.
• All data from net worth management summarized in one single dashboard with appealing graphs and charts.

Easy Set Up:

• Set up your yearly goals for the next 5 years.
• Greater selection of assets and liabilities.

YOU WILL NEED:

• A device to access Google Sheets or Microsoft Excel
• A Google Account (if editing through Google Sheets)
• Microsoft Excel (if editing through Excel)
• Basic computer knowledge

HOW IT WORKS:

1. Purchase (instant download)
2. Upload the PDF file (access to Google Sheet)
3. Download the Excel template
4. Open the spreadsheet (start planning!)