Personal Net Worth Tracker

Track what you own and what you owe each month and watch your net worth change over time.

Key features

• Assets and liabilities by category
• Monthly snapshots
• Net worth trend chart
• Asset mix breakdown

Who it is for

Individuals · Households · Entrepreneurs

What is included

• Instructions
• Settings
• Assets
• Liabilities
• Monthly snapshots
• Dashboard

Make it yours

Add your company or business name, logo, address, currency and date format. In the web app your branding is saved and shown on the dashboard and exports. Rename categories and lines to match your business.

Requirements

Excel: Microsoft Excel 2016 or later, or Microsoft 365 (Windows or Mac). Google Sheets: a free Google account. Web app: a current browser on computer, tablet or phone.