Buy Now

Net Worth Calculator
Excel Template

Calculate your net worth with our Net Worth Excel Calculator. Built with dynamic formulas and charts to help you visualize your wealth over time. For business and personal use.
 
Buy Now

What's Inside the Net Worth Calculator?

Details | 4 Sheets 

Supported Versions (All Features) | Excel 2013, 2016, 2019, Office 365 (Mac)

Supported Versions (Significant Features) | Excel 2010, 2013, 2016, 2019, Office 365 (Mac)

Category | Finance

Tags | Wealth, Assets, Liabilities

Why Professionals Choose Simple Sheets

It's simple. Access to the largest library of premium Excel Templates, plus world-class training.

100+ Professional Excel Templates

100+ Professional Excel Templates

Optimized for use with Excel. Solve Excel problems in minutes, not hours.

Buy Now
World-Class Excel University

World-Class Excel University

With our university, you'll learn how we make templates & how to make your own.

Explore Catalog
How-To Videos

How-To Videos

Each template comes with a guide to use it along with how-to videos that show how it works.

Buy Now

Inside Our Net Worth Excel Calculator

The Monthly Savings Evolution sheet tracks how your savings compound over time through the table and the dynamic plot chart.

They say your net worth is your network. While that’s true in one sense, the bank and most creditors don’t recognize your ‘friends’ or acquaintances as currency. However, they do recognize money in the bank, equity on your home and your Robinhood investment account. As do we which is why we created a Net Worth Calculator Spreadsheet for Excel. 

If you think this spreadsheet is all that and a bag of chips, you’ll also want to check out our Personal Budget, Mortgage Calculator and Loan Amortization Schedule spreadsheets. They’re designed to make it easy to understand your finances, mortgage and other loans. 

Let’s dive into how to use our Net Worth Calculator! This can be used for businesses as well as individuals. Simply, both kinds of users have liabilities and assets. 

Start from the Database sheet and add your reference data for fields like Transaction Years, Accounts (Account Name and Account Type), Transaction Category (Category Name and Category Type), and Vendor Names. 

In the Transactions Raw Data sheet, add all known assets and liabilities. Using information from the Database sheet, you can categorize expenses, specify your dollar amount in each account and the date for each transaction. Simply, add new transactions to the bottom of the list to ensure your outgoing and incoming dollars are accounted for. 

Hop over to the Net Worth Analysis sheet, the ‘big enchilada’ as some would call this dashboard. Click the Refresh button once you’ve added your data and your Net Worth chart will update and show changes by month. You can compare your net worth for years past by clicking on the Year drop-down menu. 

In the Salary Calculation sheet of our Personal Budget Excel Template, input your gross salary, taxes and other net deductions. This data will be applied to your savings model.
In the Personal Budget sheet, you can input your income and expenses into this spreadsheet.

If you click Show Transactions, you can avoid the Transactions Raw Data sheet and simply add updates to the Net Worth Analysis sheet. You’ll still have access to the corresponding drop-down lists. 

The default currency is the US dollar, but you can easily change it to Australia, Canada, India or whatever currency suits you.

More Finance Templates For You

Simple Pricing for Full Access

Unlock full access to the entire library for one low price.

Limited

$49

(no bundle savings)

  • 45+ Customizable Excel Templates
  • One User
  • One-Time Payment
BUY NOW

Premium + University

$199

($699 bundle savings)

  • Full Access to Excel University ($399 bundle savings)
  • 100+ Customizable Excel Template
  • Personal Membership Portal
  • Excel, PowerPoint, & Word 101 Courses ($199 bundle savings)
  • Two Users
  • One-Time Payment
BUY NOW

Premium

$99

($299 bundle savings)

  • 100+ Customizable Excel Templates
  • Excel, PowerPoint & Word 101 Courses ($199 bundle savings)
  • One User
  • One-Time Payment
BUY NOW