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SereneSheets

Net Worth Tracker — Assets, Liabilities & Monthly Growth for Google Sheets & Excel

Net Worth Tracker — Assets, Liabilities & Monthly Growth for Google Sheets & Excel

Spend less. Save more. Stay organized every month.
$12.00 USD
$12.00 USD
Sale Sold out
✨ Founding-Customer Pricing — Enjoy our introductory price before future increases.
🌗 Two Editions Included — Light & Dark
Get both a bright Light edition and an eye-friendly Dark edition in one purchase. Pick whichever you love.
Perfect for beginners
✓ No spreadsheet experience needed
✓ Automatic calculations & dashboards
✓ Works in Google Sheets & Excel
✓ Start budgeting in minutes
⚡ Instant Download
📊 Google Sheets & Excel
🛡️ 30-Day Guarantee
🔒 One-Time Purchase

This Net Worth Tracker calculates your total net worth automatically the moment you enter your assets and liabilities. It breaks your money down by category, tracks your progress every month, and shows exactly how your wealth is growing over time, all in one beginner-friendly spreadsheet for Google Sheets and Excel.

✨ Why You'll Love It

  • ✔ See your total net worth calculated automatically, no manual math
  • ✔ Track up to 18 assets and 10 liabilities across every category that matters
  • ✔ Watch your asset allocation broken down visually, category by category
  • ✔ Log your totals once a month and watch the trend bar track your growth
  • ✔ Honest, judgment-free tracking: no financial advice, just your real numbers
  • ✔ Works perfectly in both Google Sheets and Microsoft Excel
🌞 Light & 🌙 Dark Versions Included
Get both a bright Light edition and an eye-friendly Dark edition in one purchase. They're two separate files, so your entries don't transfer between them, just pick the one you love.

📦 What's Included

  • ✔ Light Edition — Excel (.xlsx) + Google Sheets copy link
  • ✔ Dark Edition — Excel (.xlsx) + Google Sheets copy link
  • ✔ Quick Start Guide (PDF)

🎯 Perfect For

  • ✔ Anyone starting a FIRE or financial independence journey who wants to see real progress
  • ✔ People who want one clear number for their whole financial picture instead of scattered accounts
  • ✔ A simple way to build a monthly money check-in habit

💬 Frequently Asked Questions

How many assets and liabilities can I track?

Up to 18 assets and 10 liabilities, organized by category (cash, retirement, investments, real estate and more), plus up to 24 months of net worth history in the Monthly Snapshot tab.

Does it work with Google Sheets and Excel?

Yes. Every purchase includes both versions, so you can use whichever platform you prefer.

Can I use my own currency?

Yes. You can change the currency symbol in seconds without affecting any formulas or calculations.

Does my net worth update automatically every month?

Your net worth on the Dashboard updates instantly as you enter assets and liabilities. For month-over-month growth, copy your totals into the Monthly Snapshot tab once a month, a quick manual step, and the growth trend is calculated for you from there.

⚙️ More Details

How it works

1. Purchase your template.
2. Download instantly after checkout.
3. Open it in Google Sheets or Microsoft Excel.
4. Enter your numbers and let the planner do the rest.

Compatibility

Compatible with Google Sheets, Microsoft Excel, Windows, Mac, and mobile viewing through Google Sheets.

Need something different?

Looking for a custom version? We can create a personalized template with different categories, a custom color theme, extra tabs, additional dashboards, or other features to match your needs. Simply contact us and tell us what you're looking for—we'd love to help.

Support & 30-Day Guarantee

Need help? Contact us anytime at support@serenesheets.com. If the template isn't the right fit, you're covered by our 30-day money-back guarantee.

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