Net worth is not what you earn. It's what you keep, build, and own minus what you owe. Most people have a rough idea of their number. This dashboard gives you the exact number — broken down by category, tracked over time, and updated in real-time as you input new data.
WHAT'S INCLUDED:
→ Net Worth Dashboard Tab — Live KPI cards (total assets, total liabilities, net worth, debt-to-asset ratio), asset breakdown by category with % of total, and liability breakdown with monthly payment summary
→ Assets Tab — Four sections: Cash & Equivalents (checking, savings, money market, emergency fund with interest rates), Investments (brokerage, 401k, IRA, stock options with unrealized gain/loss), Real Estate (properties with current value, mortgage balance, and equity), Other Assets (vehicles, collectibles, business interests)
→ Liabilities Tab — Mortgages, vehicle loans, and short-term debt (credit cards, student loans) with interest rates and monthly payments
→ History Tab — 10-period net worth tracker to watch your trajectory over time
WHO THIS IS FOR:
Anyone who wants to stop estimating and start knowing. People building toward a specific net worth goal. Adults who've accumulated multiple accounts and want everything in one place.
FILE DETAILS:
Format: Microsoft Excel (.xlsx)
Sheets: Cover, Net Worth Dashboard, Assets, Liabilities, History
Instant download. No subscription. Yours forever.
Net worth is not what you earn. It's what you keep, build, and own minus what you owe. Most people have a rough idea of their number. This dashboard gives you the exact number — broken down by category, tracked over time, and updated in real-time as you input new data.
WHAT'S INCLUDED:
→ Net Worth Dashboard Tab — Live KPI cards (total assets, total liabilities, net worth, debt-to-asset ratio), asset breakdown by category with % of total, and liability breakdown with monthly payment summary
→ Assets Tab — Four sections: Cash & Equivalents (checking, savings, money market, emergency fund with interest rates), Investments (brokerage, 401k, IRA, stock options with unrealized gain/loss), Real Estate (properties with current value, mortgage balance, and equity), Other Assets (vehicles, collectibles, business interests)
→ Liabilities Tab — Mortgages, vehicle loans, and short-term debt (credit cards, student loans) with interest rates and monthly payments
→ History Tab — 10-period net worth tracker to watch your trajectory over time
WHO THIS IS FOR:
Anyone who wants to stop estimating and start knowing. People building toward a specific net worth goal. Adults who've accumulated multiple accounts and want everything in one place.
FILE DETAILS:
Format: Microsoft Excel (.xlsx)
Sheets: Cover, Net Worth Dashboard, Assets, Liabilities, History
Instant download. No subscription. Yours forever.
