Personal Net Worth & Goal Tracker
Track assets, loans and net worth every month, and see whether you are on pace for goals such as a house down payment or a child’s education.
What's inside
- Assets and liabilities by type, updated monthly
- Net worth chart and asset mix
- Goal planner: target amount, date, expected return and monthly saving needed
- SIP and step-up schedule linked to goals
- Emergency fund and insurance check
Who it's for
Salaried professionals. If you can fill in a spreadsheet you can use it; the read-me tab explains every input, and the walkthrough video takes about eight minutes.
How it's built
- Inputs in blue, formulas in black, results on the first tab
- Formulas protected so they don't break; input cells unlocked
- Sample data filled in, plus a blank copy
- Tested in Microsoft Excel 2016+ and Google Sheets
Try the free version first
Old vs New Tax Regime Calculator, SIP & Step-up SIP Calculator, In-hand Salary Calculator (CTC to Take-home) covers part of this model online.
Questions
How do I get the file?
Right after payment you get an email with a download link for the .xlsx file and a Google Sheets copy link.
Can I use it for clients?
The licence is for one user. You can use it for your own clients' work, but you cannot resell or share the file.
Do I get updates?
Yes. Updates for rule changes, such as tax or GST revisions, are emailed free for 12 months.
What if it doesn't work for me?
Digital downloads are not refundable, but if the file doesn't work as described we will fix it or help you set it up. See the refund policy.