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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.

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

  1. Confirm that you have Excel Tables implemented in your workbook.
  2. Download the workbook containing the Category Tracker to your local hard drive.
  3. Use these instructions to copy the Net Worth Tracker worksheet into your workbook.

Support & Documentation

FAQ

This is a free template built by a member of the Tiller Community. While it’s free for anyone to use, it’s designed for spreadsheets automated by Tiller. Additionally, it’s recommended for use within the Foundation Template.

Tiller is the only automated personal finance service for Google Sheets and Microsoft Excel. Tiller automatically imports your daily spending, income, and balances in your spreadsheets, so you can see all your finances in one place and manage your money, your way. Learn more →

Follow the instructions above to download and install this Excel workbook or workflow.

This template for Excel works best when installed in Tiller’s Foundation Template.

Visit the Tiller Community with any questions about this template.

Notable Replies

  1. Avatar for Y10der Y10der says:

    @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!

  2. Avatar for randy randy says:

    Thanks for letting me know, @Y10der. Just published an update.

  3. How does the custom date works? Overwrite the formula in cell B12 or Cell R2 and R3?

  4. I am trying to download the Net Worth Sheet but the instructions here point to the category tracker. What am I missing?

  5. Avatar for randy randy says:

    Good catch, @adekunledauda. That custom dates are not implemented (despite the dropdown). I will have a look at that today.

Continue the discussion at community.tillerhq.com

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