Net Worth Tracker Excel Template
A simple Excel spreadsheet to track your net worth. Add your bank accounts, investments, property, and debts. See exactly where you stand financially. Update it monthly to track your progress.
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Why Track Your Net Worth?
Most people check their bank balance but never look at the full picture. Knowing your net worth (what you own minus what you owe) helps you make better decisions about saving, investing, and spending.
Everything in One Place
Stop logging into five different apps to figure out where you stand. Add your savings accounts, ISAs, pensions, property values, crypto, and debts into one spreadsheet. Get a single number that actually means something.
Works with Any Currency
Got accounts in different countries? No problem. The template handles USD, EUR, GBP, or whatever you need. Just pick your base currency and enter the values.
Your Data Stays Yours
It's just an Excel file on your computer. No accounts to create, no data uploaded anywhere, no subscriptions. Download it, fill it in, done.
Want an App Instead?
Try PopaDex for automatic bank syncing, charts, and insights. Or stick with the free Excel template. Both work.
Standard
Get started at no cost
Track Your Net Worth
- Fully Private Data
- Dark Mode
- Manual Aggregation
- Monthly Snapshots
- Access to Community & Learning
Premium
Take full control of your finances
Advanced Personal Finance Management
- Fully Private Data
- Dark Mode
- Automated Integrations
- Advanced Insights & Visualisations
- Customer Support
- Exclusive 1-on-1 coaching calls with financial advisors. Coming Soon
- Custom AI Co-Pilot Coming Soon
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