Ultimate Excel Net Worth Tracker
Base Version
Unlimited License
- Clear Finances
See exactly where you stand financially and where you are headed.
- Easy Setup
Ready-to-use Excel template, no coding or formulas required.
- All Excel Versions
Supports all versions of Microsoft Excel. No VBA used.
- Secure Payment
Instant download. Secure payment via our trusted partner DigiStore24.
Template Overview
Base Version
Net Worth Tracking
- Custom asset & liability positions with personalized categories
- Effortless tracking of monthly values
- Note down any special event to show it in the dashboard
Contributions Tracking
- Track all money in- and outflows
- Seamless assignment of contributions via dynamic dropdowns
Net Worth Dashboard
- Interactive visualization of all tracked net worth and contributions data
- Clear monitoring of progress toward custom net worth goals
- Comprehensive analysis of asset vs. liability composition and balance
- Deep-dive insights in detailed analysis section
Features not included (exclusive to Pro Version )
- Net worth growth metrics (incl. IRR)
- Differentiation of positions by time horizon (short-/long-term)
- Net Worth Projection for interactive modeling of the future
Want to take it even further?
Compare the Base to the Pro version and the All-in-One Personal Finance Suite
Base Version
Net Worth Tracker Base
The Base version is our popular Net Worth Tracker Excel template, well-known from Youtube (80k views). Used daily by hundreds to track and visualize their financial journey.
Pro Version
Net Worth Tracker Pro
The Pro version includes everything from the Base version plus a collection of powerful extensions such as net worth growth metrics and an advanced net worth projection module.
All-in-One Template
Personal Finance Suite
The Personal Finance Suite combines both the Personal Budget Pro and the Net Worth Tracker Pro in one fully integrated template. Keep track of your budget and your net worth side-by-side without any double tracking.
What our users are saying
Hear directly from people using it every day
Ready to get started?
Net Worth Tracker
Base Version
$39
Unlimited License
- 1 Template (Base Version)
- Known from YouTube
- Intuitive Net Worth Tracking
- Automated Dashboard
Net Worth Tracker
Pro Version
$59
Unlimited License
- 1 Template (Pro Version)
- Everything in Base Version
- Net Worth Growth Metrics
- Optimized Dashboard Design
- Net Worth Projection Module
Personal Finance Suite
All-in-One Template
$89
Unlimited License
- 2-in-1 Template
- Single Templates Value: $118
- Personal Budget (Pro)
- Net Worth Tracker (Pro)
- Combined System
- No Double Tracking anymore
- Save 25% vs Single Templates
FAQ
Got questions? We’ve got the answers.
Do I need to be an advanced Excel user to use the template?
Not at all. The template is designed to be easy to use, even if you’re new to Excel. You can start tracking your budget right away without needing advanced skills.
Which version (Base, Pro, All-in-One Suite) is the best for me?
The Base version is the best if you like to keep things simple. It’s the original version of the Net Worth Tracker used by hundreds of happy customers.
The Pro version includes everything from the Base version plus a collection of powerful extensions such as net worth growth metrics and an advanced net worth projection module. It lets you dive deeper into your finances and uncover insights that the Base version cannot provide. These additions were originally developed as custom features for customers who were willing to pay extra for advanced functionality. Instead of limiting those improvements to individual one-off projects, we bundled the most requested upgrades into a polished Pro version and made it accessible to everyone for only a small premium.
The All-in-One Suite combines the full power of both the Personal Budget and the Net Worth Tracker into a single, seamlessly integrated system. It lets you manage your monthly budget and long-term wealth growth in one place, with shared data, unified dashboards, and a streamlined workflow that eliminates double-tracking. The Suite is designed for users who want complete financial oversight, from daily spending decisions to long-term asset, debt, and net worth development. Instead of maintaining separate files, you get one cohesive environment built for clarity, accuracy, and long-term financial planning.
If I buy the Base version now, can I upgrade to Pro or the All-in-One Suite later just paying the difference?
Unfortunately no. Since all of them are separate template files, you need to make your decision before the purchase.
The only exception will be customers who bought the Base version before the Pro version and the All-in-One Suite were announced. For these customers, we will offer discounted upgrade paths for a limited time.
Is this a one-time payment?
Yes, it’s a simple one-time payment. Once you purchase, you get unlimited access to the template as displayed above. There are no hidden fees or subscriptions.
Which Excel versions are supported?
The template supports all Microsoft Excel Desktop versions (both Windows and Mac) back to Excel 2003. The template does not support Google Sheets or any other open source alternative to Excel.
What if I run into technical issues?
No worries, we’re here to help. All customers get free support. Just send us an email at support@excelfind.com and we’ll make sure you’re up and running quickly.
Can I edit and customize the template?
Yes. The template is fully editable. No locked worksheets, no hidden areas, and no VBA code. You can adapt it to your needs, add your own functionality, or customize the design as you like.
Do you offer discounts on the template?
We don’t offer discounts, because we believe the template is already priced very fairly for the value it delivers. With a one-time payment, you get unlimited access and support. No subscriptions or hidden fees.
Am I allowed to share the template with others?
The basic license is for personal use only, which means you and your household members can use it freely. Sharing or reselling the template outside your household isn’t allowed.
For professionals interested in using the template with their clients, we offer special licensing options. Please reach out to us at info@excelfind.com and we’ll be happy to discuss details.
I’m a professional (advisor, consultant, etc.). Can I use the template with my clients?
For professional use (e.g. financial advisors using the template for their clients) or if you’re interested in promoting the template, we offer special licensing options. Please reach out to us at info@excelfind.com and we’ll be happy to discuss details.