Net Worth Dashboard and Tracker in Google Sheets | Assets, Liabilities & Goals Tracking | Comprehensive | Annual

[Comprehensive version, same tracker as listed on Etsy Store]

[Tracker in video is different colour as I have re-branded my colours in 2025 ✨]

Take control of your financial journey with the Net Worth Annual Dashboard & Tracker! This easy-to-use template helps you track your net worth, assets, liabilities, and money goals month by month. Gain powerful insights, spot trends, and stay motivated as you work toward your savings and investment goals—all in one place. Perfect for any annual year, it's your ultimate tool for achieving financial clarity and growth!

✅ FEATURES & TABS:

1. Read Me: Instructions

2. Input: Categories (Assets & Liabilities)

3. Input: Goals (Select the month you want to start tracking, input any annual year and enter all your goals)

4. Input: Net Worth Data (Enter all your monthly net worth data)

5. Net Worth Dashboard (Select the month you want to view the charts and data for and also view certain charts on a month on month basis)

🚨 IMPORTANT NOTES:

- The spreadsheet is ONLY COMPATIBLE with Google Sheets, not excel.

- This is a digital product.

- The spreadsheet is semi-automated, which means you will need to enter your own data in.

- All dashboards, charts and tables will automatically update based on your inputs.

- I recommend using your laptop or desktop to set up the dashboard & tracker. This is due to the data that needs to be added to generate all the charts and information. You will still be able to view and manage the dashboard on your phone or iPad using the Google Sheets app.

🌎 CURRENCIES: This net worth annual dashboard & tracker is available in and more:

- Dollar (supports USD, AUD, CAD, NZD etc)

- GBP

- EUR

- IDR (Rp)

- INR

- CHF

- DKK

If your local currency is not available please contact me on Etsy, Instagram (@withtheaims) or email (hello@withtheaims.com) and I will sort this out for you 🙏.

📦 PURCHASE & DOWNLOAD STEPS:

Once you've purchased the item, you will be prompted to download a PDF file. The PDF file will contain links to the template for you to click into and make a copy into your Google Drive.

✨ FOLLOW MY JOURNEY:

If you’re interested in following my journey to financial freedom, investing tips & tricks, everything personal finance related, feel free to stay up to date with all this on my Instagram (@withtheaims).

(Formerly: Money With Aims)