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English
$
USD
I will create a net worth tracker to see your true wealth
I Build Personal Finance Spreadsheets That Actually Work
6+ years in fintech lending and credit underwriting. I've analyzed hundreds of financial statements, built underwriting models, and helped people make sense of their money. Bachelor's in Business Fina...
About this Gig
What's your net worth? Most people have no idea.
Your net worth is the clearest picture of your financial health. Assets minus liabilities. What you own minus what you owe. One number that tells you where you really stand.
This spreadsheet tracks:
- Cash and bank accounts
- Investments (401k, IRA, brokerage, crypto)
- Property and vehicles
- Credit card balances
- Loans (car, student, personal, mortgage)
What you get:
- Clean, organized layout
- Auto-calculated totals
- Assets and liabilities summary
- Net worth displayed prominently
- Works in Excel and Google Sheets
Update monthly to track your progress over time. Watch your net worth grow.
Know your number. Build your wealth.
Other Personal Finance Services I Offer
FAQ
How often should I update my net worth?
Monthly is ideal. Pick a day (like the 1st or 15th) and update all your balances. You'll see trends over time.
Should I include my car value?
Yes - include the current market value (what you could sell it for today), not what you paid. Kelley Blue Book is a good resource.
What if my net worth is negative?
That's okay - it just means you owe more than you own right now. Many people start negative (student loans, etc). The goal is to track it and watch it grow over time.
Reviews
1 reviews for this Gig
| (1) | ||
| (0) | ||
| (0) | ||
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
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Most relevant
J jomyres
United States
Josh's tool provides great insight into your financial background and net worth, with a clean, concise, and easy-to-follow template. Would highly recommend leveraging this template if you want a convenient snapshot glance of your net worth so you can make adjustments, establish goals, etc.
Up to $50
Price
1 day
Duration
Helpful?
Reviews
1 reviews for this Gig
| (1) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
J jomyres
United States
Josh's tool provides great insight into your financial background and net worth, with a clean, concise, and easy-to-follow template. Would highly recommend leveraging this template if you want a convenient snapshot glance of your net worth so you can make adjustments, establish goals, etc.
Up to $50
Price
1 day
Duration
Helpful?
