Net worth tracker
- Includes
- With chart
Net worth spreadsheet
Separate values you classify as assets and liabilities, using one reference date. The arithmetic difference between 5000 and 2000 units is 3000.
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Recording example
Separate values you classify as assets and liabilities, using one reference date. The arithmetic difference between 5000 and 2000 units is 3000. Note the source of each value so you can review the calculation.
Check the data
Do not mix values from different dates or currencies without noting how you handled them. The result describes the entered data; it is not a valuation or investment recommendation.
Check formulas and units
Test the sheet with two or three simple amounts and check the total manually. Distinguish input cells from calculated cells. Do not add amounts from different currencies or periods as though they were equivalent; the template organizes the data you enter.