Net Worth Tracker

This net worth tracker is a 2-sheet XLSX workbook for recording year-end asset and debt balances, calculating net worth across 10 annual snapshots and showing the trend in a yearly chart.

What you receive

2-sheet XLSX workbook, plus a README and usage license in one ZIP download. Instant download after checkout; nothing is shipped.

• 10-year asset and debt snapshot worksheet
• Formula totals and net worth with blank future-year handling
• Native yearly net-worth line chart; three illustrative annual snapshots

The editable XLSX includes clearly marked illustrative sample entries to replace with your own inputs. Google Sheets use is by importing the XLSX; no hosted Google Sheets copy is included. Formulas, chart appearance and dropdowns should be checked after conversion.

Choose a base year and replace the three illustrative annual snapshots. Enter year-end balances using a single currency. Enter zero for categories not applicable in a completed year. Future years with no asset or debt entries remain blank. The tracker uses ten annual snapshots and a linked line chart. Enter positive balances for both assets and debts; net worth subtracts debts. No market prices or forecasts are supplied.

Usage license

One purchaser, for personal use or internal use within their own business. No resale, redistribution, digital file sharing, sublicensing or inclusion in products distributed to others. Digital download only; no physical item.

Organization tools only; not investment, tax or other professional advice. No specific results are promised.