Net Worth Tracker Spreadsheet

Bring balances together: List assets and liabilities using stable account IDs. Keep complete snapshots: One balance for every active account on each date. See net worth clearly: Assets minus liabilities, plus change from the prior snapshot. Review your history: Up to twelve dated snapshots and a progress chart.

Manual balances, one currency. Net worth change is not investment performance.

Google Sheets and Microsoft Excel for the web. Desktop Excel has not been tested. Use separate Google and Microsoft working copies; they do not sync.

For direct purchases, Lemon Squeezy processes checkout and provides access to the ZIP after payment. Open the link in your confirmation email, extract the ZIP on a computer and follow the included guide. Etsy orders remain accessible through Etsy.

The gallery shows the actual supplied workflow using fictional demonstration data. Use CLEAN for your own entries and keep DEMO separate.

No. Entries are manual. Separate workbooks and copies do not automatically synchronize or make payments.

For a direct purchase, use the support contact in your Lemon Squeezy receipt. For an Etsy purchase, message the shop through your Etsy order. Include the product name, tab, cell and a fictional example of the issue.