Planly Wealth Tracker
Net Worth Tracker · Google Sheets template
The one number that tells your money story. Track assets and liabilities month by month in Google Sheets and watch your net worth grow on a clean, automatic chart.
Take a tour of the sheet
Everything you need
Assets & liabilities
Cash, investments, property, loans and cards in one view.
Growth chart
A monthly net worth line you'll love watching climb.
Set up in 3 steps
Make your own copy
After purchase, open the PDF from your Etsy downloads and click the template link. Google Sheets asks you to “Make a copy”, and the copy lands in your own Google Drive, private to you.
List what you own and owe
Add your accounts and debts in the assets and liabilities sections.
Update monthly
Once a month, enter current balances. The chart does the rest.
Good to know
What's included in the Planly Wealth Tracker?
1 tabs: Net Worth. Everything is pre-built with formulas, so you only fill in your own information.
How do I get the template after buying?
Etsy gives you an instant PDF download with your template link. Open it, click “Make a copy”, and the sheet is saved to your Google Drive.
Does it work on my phone?
Yes! Open your copy in the free Google Sheets app on iPhone, iPad or Android. Setup is easiest on a computer.
Can I reuse it next year?
Yes. Make a new copy and change the year on the setup tab.
Is there a dark mode?
Yes, a Dark Mode edition is included free. It has the same tabs and formulas with a dark background that's easier on the eyes at night. Your download page has a button for each version, and you can keep both.
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