Net Worth Tracker

Please read this page to complete your Net Worth Tracker Spreadsheet quickly & easily.

Introduction

Welcome! Your budget has a built-in guide that you can use instead of these instructions. In the top-right corner of every page you’ll find an INFO (i) cell:

  1. Hover the mouse over the INFO (i) to read a guide to the page.
  2. Fill in only the cells that are HIGHLIGHTED for you.
  3. For useful tips Read Notes to cells that have a black corner.

NOTE: We recommend using your budget at 75% zoom (see the dropdown at the top).

How to add the ‘NET WORTH’ tab to your other spreadsheets (by Thriving Koala only):

  1. Go to the ‘Net Worth’ tab.
  2. Near the tab name click the ARROW > ‘COPY TO’ > ‘EXISTING SPREADSHEET’ > choose YOUR BUDGET

How To Complete Your Tracker:

  1. Choose a Start Month and enter your net worth Goal (highlighted).
  2. Enter Types of Assets (e.g., Bank Accounts, Home, Shares etc.) into the highlighted cells. Enter the relevant amounts for the start month
    (repeat for next month to keep track of changes).
  3. Enter Types of Liabilities (e.g., Credit Cards, Mortgage, Car Loan etc.) into the highlighted cells. Enter the relevant amounts for the start month
    (repeat for next months to keep track of changes).
  4. The Net Worth table and the charts will populate automatically.

THAT’S IT!

Using The Tracker For Next Periods:

  1. Clear the Goal and the amounts under Assets and Liabilities for each month.
  2. Clear ONLY highlighted cells with your entries.
    ** To bulk clear cells, select the first cell >> holding ‘Shift’ + ‘Command’ >> click ‘Down Arrow’ >> hit ‘Delete’.
  3. Change the Start Month.


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