Budget

Net Worth Monthly Tracker

The single number that shows whether you're actually getting ahead. Track monthly for 24 months, watch the line go up-and-to-the-right. Five minutes on the first of every month.

$17  47% OFF — Launch Price

30-Day Money Back Guarantee • Excel + Google Sheets

24
Months
1
Number
.xlsx
+ Sheets
5
Min/Month

What's Inside

Everything you need to actually use it

Who It's For

This is for you if...

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You have multiple accounts (checking, HYSA, 401k, IRA, brokerage, home, car loan) and no clear picture

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You want the one number that tells you whether your life is improving financially

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You've been budgeting for a year and can't see if it's actually working

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You want monthly momentum without tracking individual transactions

FAQ

Common questions

For most people, yes. Budget tells you this month; net worth tells you this year. If net worth is rising, you're building wealth even if individual months look messy.
The template tracks both. Liquid net worth (excludes home equity and vehicles) is what you could actually access in a crisis. Total net worth is the lifetime picture.
Zillow Zestimate or Redfin estimate is fine for monthly tracking. Don't refresh more than quarterly — daily fluctuations are noise. For accuracy, request a free Comparative Market Analysis from a local agent once a year.
Only if you'd actually sell them for the entered value. Liquidation value, not 'insurance replacement' value. Most people skip these — they add noise without much impact.
Include them. They're yours, even if locked until retirement. Track at current balance; don't subtract tax liability on future withdrawal.
Email with .xlsx + Google Sheets link within 60 seconds.
30-day money-back guarantee.

One number. Tracked monthly. Up-and-to-the-right.

Assets, liabilities, net worth, change vs last month. Nothing extra.

30-day money-back guarantee. No questions asked.

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