Description
Track Your Wealth Growth with This Powerful Annual Net Worth Tracker
Stay in control of your finances and monitor your progress over time with this easy-to-use net worth tracker. Designed to give you a clear and accurate view of your financial health, this smart Google Sheets net worth planner lets you calculate, visualize, and grow your wealth, all in one place.
⦿ Why This Net Worth Tracker?
• Built-In AI Budget Advisor
Your personal financial co-pilot! Ask questions, get tips, and receive insights on how to improve your net worth directly within the sheet.
• Simple Yet Powerful
Track your assets and liabilities in an easy-to-use format and automatically calculate your annual net worth with clean visuals and summaries.
• Visual Net Worth Dashboard
A sleek, dynamic net worth dashboard shows your progress over time, perfect for monthly check-ins or annual reviews.
• Fully Customizable
Make it your own by adding your personal financial details, accounts, and goals. No complicated formulas, everything is already built in.
⦿ What’s Included in This Net Worth Planner?
• Setup Tab – Add your categories, assets, and liabilities in one place
• Net Worth Tracker Tab – Monitor assets, debts, and total net worth
• AI Budget Advisor – Built-in smart assistant for financial tips and guidance
⦿ What You Can Track
• Cash & Bank Balances
• Investments (stocks, crypto, retirement accounts, etc.)
• Property & Other Assets
• Credit Cards & Loans
• Mortgages & Liabilities
• Total Net Worth by Month
⦿ Who Is This Net Worth Calculator For?
• Individuals and couples working toward long-term financial goals
• Savers and investors tracking wealth over time
• Financial independence and FIRE movement followers
• Anyone wanting a clear picture of their annual net worth
• Minimalist budgeters who want clarity without overwhelm
⦿ How It Works
• Instant Download
Get immediate access to your editable Google Sheets net worth calculator.
• Set Up in Minutes
Input your assets and liabilities once, and watch the calculations update automatically.
• Use the AI Assistant
Ask your built-in budgeting assistant questions or get insights into improving your net worth.
• Track Progress Over Time
Use the net worth dashboard to see how your finances grow and improve monthly.
⦿ Why You’ll Love It
• Clean, modern design with no fluff
• Built for Google Sheets, access anytime, anywhere
• Fully editable for your unique financial situation
• Includes smart automation and built-in AI support
• A must-have tool for building long-term wealth
Start tracking your wealth today with this smart and simple Annual Net Worth Tracker. Gain financial clarity, set goals, and build the future you deserve, one net worth update at a time.
⦿ Need Help?
Got a question? We’re here for you. Reach out anytime, and our team will gladly assist with anything you need.
© Copyright Notice
This product is for personal use only. Commercial use, resale, or redistribution is strictly prohibited.
Penelope –
Beautiful layout, so intuitive! I appreciate how it tracks everything
Addison –
Exactly what I needed to stay motivated. Seeing my net worth go up each month is such a good feeling
Xavier –
I love how organized the spreadsheet is, and the charts make it easy to visualize my financial growth