Documentation

Net Worth Tracker

Base Version

Demo & Creation

The best way to understand how this template with all its features works is taking a look at the documentation of the creation process. The template demo is right at the beginning.

FAQ

Find answers to the most asked questions for this template.

Template Functionality

By default, all the tracking of net worth and contributions should happen in one currency only. The values in the Net Worth Tracking sheet should always be denominated in the same currency.

However, in case you have assets in different currencies, you could add an additional custom worksheet yourself with a similar structure as the Net Worth Tracking sheet (months at the top horizontally and assets in a column vertically) and track the values in a different currency there. From this worksheet, you could then link the values to the Net Worth Tracking sheet and multiplying it with the respective exchange rate.

Other Questions

In case you cannot open the file on your computer, please contact us at support@excelfind.com.

We are happy to assist you.

Unfortunately, the answer to that is no. We do not have the capacity to handle any sort of customization request. Please only contact us in case the template (as downloaded) cannot be opened or does not work properly on your computer.

Unfortunately, no. At least not outside of your own household.

With the purchase of this template you have one license for your personal use. This license covers all members of your household.

However, an unauthorized redistribution of this file or any sort of derivate of this file for commercial gain is not permitted.