đ Overview:
This Net Worth Calculator is a personal finance Excel tool for tracking assets, liabilities, and overall financial position. It includes structured categories for cash, investments, property, retirement, and debtsâideal for individuals, families, and financial advisors managing wealth snapshots.
âď¸ Whatâs Included:
â˘â1 x Excel spreadsheet (.xlsx)
â˘âAsset categories: cash, investments, property, retirement, receivables
â˘âLiability categories: loans, credit, taxes, and other debts
â˘âNet worth summary with automatic total calculation
â˘âEditable structure for customisation and reuse
đŻ Perfect For:
â˘âIndividuals tracking personal finances
â˘âFamilies managing household wealth
â˘âFinancial advisors preparing client snapshots
â˘âEducators teaching budgeting and financial literacy
âď¸ Features:
â˘âCalculates total assets, liabilities, and net worth
â˘âSupports monthly or annual updates
â˘âIncludes retirement and receivables logic
â˘âExcel-native formattingâno macros or plugins required
â˘âReusable across clients, households, or time periods
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