Free Resource
THE
WEALTH
TRACKER
Your money,
finally organized.
A beautifully simple spreadsheet that turns your account balances into a clear financial picture of what you own, what you owe, and how far you've come.
This is the same dashboard I have used to track my own net worth every month for the past decade. I built it so everyone can use it - not just finance pros and Excel wizards.
All you need is:
✔ A computer with Excel or Google Sheets
✔ Your account balances
✔ Five quiet minutes a month
A sneak peek at
what’s inside…
Asset overview
A clean summary of everything you own — organized, clear, and always up to date.
Debt dashboard
Keep track of every loan, card, and balance in one place. No more guessing.
Growth trackers
See how far you've come — month by month, year by year. Progress you can actually see.
Customizable inputs
Add your own accounts and labels. Make this dashboard truly yours.
Numbers are for illustrative purposes only.