Net Worth Template for Microsoft Excel

What is the 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.

A Google Sheets version of this template from Tiller Community Solutions has been popular for years.

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.

Customizing the Net Worth Tracker

You can further customize your Net Worth Tracker by applying groups to your Accounts.

  1. Open the Accounts sheet
  2. Use the dropdown list in Column A to choose an account you’d like to assign to a group.
  3. Enter a custom Group name for each account you select.
  4. Use the Hide column to hide any accounts you do not want to be displayed on your Tiller dashboards.

Learn more and get help

Ask questions and share feedback about this template in this thread in the helpful Tiller Community.

If you track money and budget with Microsoft Excel, you’ll love Tiller

That’s because Tiller automatically imports all your daily spending and balances into your Excel workbooks with a click. No more data entry or logging into multiple accounts.

  • See all your accounts updated in one place
  • Works with Google Sheets and Microsoft Excel
  • Tiller is the fastest, easiest way to track money with a spreadsheet

Every Tiller subscription includes the flexible Foundation Template, with:

  • Monthly budget
  • Yearly budget
  • Unified transactions sheet
  • Account balances sheet
  • Quick money insights chart

Plus, only Tiller includes AutoCat, the 100% customizable tool that automatically categorizes your transactions according to your rules.

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Randy Hulett

Randy Hulett

Read Randy's blog posts below. You can also browse spreadsheet templates created by Randy, and see what he's been up to in the Tiller Money Community
 

Notable Replies

  1. Avatar for randy randy says:

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

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

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

  4. 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.

  5. Avatar for MikeB MikeB says:

    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.

Continue the discussion at community.tillerhq.com

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