My Net Worth Spreadsheet Template + eBook

Track your net worth with clarity

See what you own, what you owe, and how your wealth changes over time with the My Net Worth Spreadsheet Template for Excel and Google Sheets. It includes a practical personal finance eBook to help you use your numbers with confidence.

What you can track

• Assets and liabilities: organize your accounts and understand your financial position.
• Net worth over time: monitor progress with clear, dynamic charts.
• Income, expenses, and investments: make more informed money decisions.
• Savings goals: plan milestones and measure your progress.
• Emergency fund: estimate and track the safety cushion you need.

What makes this template different

• Net Worth sheet for a simple, instant overview.
• Eight accounts or cards for liquidity and investment management.
• Multi-year comparison charts by spending category.
• Income categories for loans and investment liquidations.
• Advanced transaction filters and sorting.
• Dynamic category charts compatible with Excel 365 and Google Sheets.

Included with your purchase

Get the complete spreadsheet template plus a personal finance eBook to help you manage your money and build long-term financial confidence.

Turn your financial numbers into a clearer plan for your future.