Budget
2027 Budget Planner
Plan every month, log what you spend, and see your whole year on one dashboard.
Net worth
Net Worth Tracker
Log your accounts once a month and watch your net worth (assets minus debts) trend over time.
USD 5 one-time Coming soon- Works in Excel + Google Sheets
- Any currency
- Instant download
- Secure checkout by Lemon Squeezy
Or get it with five more in the bundle for USD 19.
Who it's for
- You want one number that shows whether you're getting ahead, month to month.
- Your money is spread across several accounts, cards and loans.
- You want a two-minute monthly habit, not daily tracking.
How it works
Buy and get your download link by email straight away.
Open the .xlsx in Excel, or upload it to Google Drive and open with Google Sheets.
On the Accounts tab, list your accounts and mark each one as an asset or a liability.
What's inside
Dashboard
Your current net worth, the change since your last and first check-in, and a chart of the trend.
Snapshots
One row per month, generated from a start date. Fill in each account's balance when you check in.
Accounts
Up to 15 accounts, each marked as an asset or a liability. Enter debts as what you owe and the tracker subtracts them.
Works in Microsoft Excel (Windows, Mac, web) and Google Sheets. No macros or add-ons. Use any currency. Example rows are clearly marked so you can delete them.
Questions
How often should I update it?
Once a month is plenty. Net worth moves slowly, and a monthly check-in shows the real trend without day-to-day noise.
What about my house or car?
Use a reasonable current value, not what you paid. An online estimate is fine; update it occasionally.
Does it work in Google Sheets?
Yes. Upload the .xlsx file to Google Drive and choose "Open with Google Sheets". Formulas, dropdowns and charts work. You need a free Google account.
Which currency does it use?
Any. Amounts are plain numbers, so use whatever currency you earn and spend in.
How do I get the file?
Right after checkout you get a download link by email. Checkout is handled by Lemon Squeezy.
What if something doesn't work?
Email me. I'll help you fix it, and if I can't, I'll refund you.
Is this financial advice?
No. It's a planning and tracking tool based on the numbers you enter.
Get it in the bundle
Net Worth Tracker is one of the six spreadsheets in Money Reset 2027. If more than one part of your money needs attention, the bundle costs less than buying three separately.
- Bought separately
- USD 44
- Bundle price
- USD 19
- You save
- USD 25 (57%)
You might also need
Debt
Debt Payoff Calculator
Snowball vs Avalanche side by side: your debt-free date, total interest and a payoff chart.