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
@randy - This sheet is fantastic! Last piece that was missing in my day to day tracking for the excel environment. One thing I noticed when importing my google sheets data is that the balances were just a bit off. I think I got it by adjusting the Filter function in columns AF:AQ where balance history date < EOMONTH. I was showing the balances from a day or two before the end of the month, rather than the true EOM date, so I made the comparison ‘<=’, which looks to have resolved it for me.
I could be wrong, I’ve only been working in the sheet for about 30 minutes!
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.