Personal Net Worth Calculation Worksheet
Net worth calculator spreadsheet: find out what you're really worth in 10 minutes
List what you own and what you owe. Excel calculates your net worth and shows it in a chart, so you can track it year after year.
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- Instant download
- Secure checkout by Stripe
- 7-day guarantee
15asset and debt categories
1clear net-worth number
Chartof your position
Sound familiar?
- You have no idea whether you're actually getting richer
- Debts are spread across cards, loans and financing
- Big decisions (buying a house, retiring) feel like guesswork
The Personal Net Worth Calculation Worksheet fixes that in a few minutes, for $2.
What changes when you use it
Your real number
Total assets minus total debts, calculated for you.
Everything in one view
Real estate, investments, cash and personal property against every kind of debt.
Track your progress
Update it every few months and watch your net worth grow.
Private by design
No bank login: your numbers stay on your computer.
What's inside the spreadsheet
- Asset categories: real estate, investments, cash, personal property
- Debt categories: mortgage, home equity, car, personal loans, credit cards, student loans and more
- Assets and debts lists with category, item and value
- Total assets and total debts
- Personal net worth
- Chart of your position
Ready in 3 simple steps
Buy securely
Pay $2 once through the secure checkout (Stripe).
Download instantly
Your file is ready right after payment and also arrives in your e-mail.
Fill in and use
Open it in Excel, type your data and let the formulas do the work.
Made for
Anyone getting their finances in orderCouples planning togetherPeople preparing for retirement or a big purchase
Everything you get
- Personal Net Worth Calculation Worksheet (.xlsx file), 100% editable
- Instant download right after payment, plus the link in your e-mail
- Use it on as many of your own computers as you need
- No subscription and no monthly fees, ever
- Free e-mail support to help you get started
- 7-day money-back guarantee
Works with: Excel 2010 or newer on Windows or Mac · also opens in Google Sheets
Want to see where your money goes each month? See the Personal Expense Spreadsheet.Personal Net Worth Calculation Worksheet
$2
Less than a coffee to know where you really stand.
Download now7-day guaranteeIf it doesn't fit your needs, tell us within 7 days and we'll help, exchange it or refund you.
Frequently asked questions
Do I need to connect my bank?
No. You type your own numbers. Your data stays on your computer.
How do I receive the spreadsheet?
Right after payment you get the download link on screen and by e-mail. Lost it? Get new links anytime on the "My downloads" page.
Which software do I need?
Microsoft Excel 2010 or newer (including Microsoft 365) on Windows or Mac. It also opens in Google Sheets and LibreOffice, although some formatting may look slightly different.
Can I edit it and add my logo?
Yes. The file is not locked: you can rename labels, add rows and put your own logo in it.
What language is the file in?
English.
Is it a subscription?
No. You pay $2 once and the file is yours to use for as long as you want.
What if it is not what I need?
You have 7 days to try it. If it does not meet your needs, write to us and we will help you, exchange it for another template or refund your payment.
More about the Personal Net Worth Calculation Worksheet
In order to contribute to your Asset Control, we developed the Personal Asset Excel spreadsheet. A tool that allows you to manage your fixed assets in an automated way in Excel.
Net worth is a set of rights, obligations, and assets related to an individual or entity. It is part of accounting research.
So this is everything that the person has (assets and rights) and everything that they owe (liabilities). However, considering accounting reasoning, only assets, rights and obligations that can be denominated in currency are considered.
What is Personal Equity and what is it used for?
The Personal Equity Calculator is a tool used to show, in a very visual and practical way, what your financial situation is.
In the business context, it is often used by the accounting area to provide an understanding of the financial position of the business, especially with regard to the net worth of the organization - what is effectively available in cash.
On a personal level, the idea is the same. That is, to make a survey of all your assets and available cash on account, as well as the debts that need to be settled in the period.
Therefore, it includes some issues such as
The real estate in your name;
Cars and other such assets;
Money invested in investments;
Debts in general - like financing a car, for example.
With the Free Personal Net Worth Calculation Excel Worksheet you can do all the complex calculations in fractions of a second, resulting in accurate and ready information.
However the worksheet calculates the total($) assets and debts of the Personal Net Worth, giving the information in numbers and graphs, making it easy to visualize, and can monitor various information in a single graph, easily and effectively.
Get organized today for just $2
Download the Personal Net Worth Calculation Worksheet now and start using it in minutes.
Download now for $2One-time payment · Instant download · 7-day guarantee
