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
- 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
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.