Comprehensive Net Worth Annual Dashboard Tracker

Managing your finances can seem daunting at first, but with a proven system and template it becomes easier over time. The more data you input, the more insights it can uncover for you!

The Comprehensive Net Worth Annual Dashboard & Tracker will help you organise, track and monitor your financial health through tracking your net worth on a month to month basis, for any annual year. By inputting all your data on a month to month basis, you'll be able to uncover different insights and visualisation to enable you to better understand the trends across your net worth, assets, liabilities and money goals. To help you stay motivated, you'll also be able to track and monitor your goals across your net worth, savings & investments.

🔥Dashboard & Tracker 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.

🌎Currency -
This net worth annual dashboard & tracker is now available in
- Dollar
- GBP
- EUR
- IDR (Rp)
- HKD
- CAD
- INR
- CHF
- DKK

If your local currency is not available please let me know and I can 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.