Net Worth Template for Microsoft Excel
The easy-to-use Net Worth template for Microsoft Excel provides a report of your total assets and liabilities, along with a colorful graph showing your trends over a customizable time period.
This is a free Tiller Community Solution for Excel workbooks powered by Tiller Money Feeds.
How To Install the free Net Worth Worksheet
- Confirm that you have Excel Tables implemented in your workbook.
- Download the workbook containing the Category Tracker to your local hard drive.
- Use these instructions to copy the Net Worth Tracker worksheet into your workbook.
Support & Documentation
- View documentation for the Net Worth Worksheet here the Tiller Community
- All Tiller Community Solutions are exclusively supported in the Tiller Community
Powered by Tiller
This template is designed for spreadsheets powered by Tiller, the only personal finance service based on Google Sheets and Microsoft Excel.
The best way to use this template is by trying Tiller free for a month. Your card isn't charged until the end of your trial, and you can easily cancel anytime. Any data and templates you download during your trial are yours to keep.
See the FAQ to download this template without a free Tiller trial.
FAQ
Continue the discussion at community.tillerhq.com
42 more replies
Thanks for letting me know, @Y10der. Just published an update.
How does the custom date works? Overwrite the formula in cell B12 or Cell R2 and R3?
I am trying to download the Net Worth Sheet but the instructions here point to the category tracker. What am I missing?
Good catch, @adekunledauda. That custom dates are not implemented (despite the dropdown). I will have a look at that today.
Net Worth Excel version
I had 2 accounts with the same name but different account numbers. Balances handled this ok, but Net Worth had the same amount for both accounts - ie it had pulled the value from 1 account and propagated it to both accounts. I changed the account names on the Tiller Console to be unique and now Net Worth is correct.