Net Worth Tracker and Savings Challenge Spreadsheet (.xlsx), 52-Week Plans

Description

See your progress in one number. List assets and debts once, update the balances each month, and watch net worth climb. Add a savings challenge to get the habit going.

What’s included

• Blank workbook plus a filled-in example
• Net Worth sheet: 10 asset rows and 8 liability rows, 12 monthly columns, totals, change from last month, debt as % of assets and a chart
• 52-week savings challenge with two plans (climbing amount and fixed amount): mark an X each week
• Goal Calculator: weekly and monthly amount for any goal and date

File details

• Two .xlsx files
• Standard formulas only, no macros
• Works in spreadsheet apps that open .xlsx files

How it works

• List your assets and debts
• Update the month’s balances
• Mark each savings week as you complete it

Good to know

• This is a tracking tool, not financial advice. Keep account numbers out of the file.
• This is a digital download. Nothing is shipped.
• Your download link appears on the order confirmation page and in your order email as soon as payment clears.
• Personal use license: print and use it for yourself and your household. Please don’t resell, share or redistribute the files.
• Because this is a digital product we can’t accept returns. If a file won’t open or something is wrong, contact us and we’ll make it right.

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