Monthly Net Worth Tracker & Budget Spreadsheet | Microsoft Excel Automated Tracker | Blue

The ultimate Excel Budget Spreadsheet! Use this Budget Template as a Net Worth Tracker, see your Income & Expenses, Budget Planner, as well as a bonus Dave Ramsey Debt Snowball calculator! Use the Pink Wealth dashboard to grow your way to financial freedom.

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We have personally been using this spreadsheet to track and grow our net worth for over 6 years, and are now using it more than ever with the volatility in 2020. They say the first step to growing your wealth is to start by tracking it, and that’s what this tool intends to do!


Budgeting is hard enough. That’s why we wanted to create an easy-to-use simple tool that does all the calculations for you! Each page contains a dashboard, summarizing your position, how you are progressing towards your goals, and how close you are to financial freedom! Stay on top of your financial life with the following features:

✔ Dashboards on each page so you can visually track your progress!

✔Financial Goals: Start by setting your targets and use this spreadsheet to measure how you are doing against them. You can even include an amount to become ‘financial free’. Specific goals for income, expenses and assets can also be customized.

✔Wealth Dashboard: Build your net worth and track your progress against the goals you have set for yourself. The whole dashboard can be customised for a particular date range! See your net worth grow over time, as well as a breakdown of your asset vs. any debts you may have.

✔Income Dashboard: Track your income and see breakdowns of your sources of income, as well as net income, after expenses and debt repayments. Also included is a breakdown of your income streams (vs. your goals) which is super useful when you have side hustles or rental income! A chart showing fixed vs. variable income streams also helps you plan going forward!

✔Expenses Dashboard: Track your spending, and see a breakdown of expenses in categories defined by you. See how your spending matches up against your planned budget and, importantly, you can also breakdown spending by what you need and what you want.

✔Asset Dashboard: See your assets grow over time and monitor their growth vs. your goals!

✔Debt Dashboard: Want to know when you’re going to become debt free? Track your debt over time, types of debt, debt payments and how long you have until its all paid off!

✔Custom View: This dashboard allows you to see your income and expenses breakdown over any time period you want, as well as your goals and breakdowns of each income/expense type.

✔Income & Expenses Calendars: Use these to plan when you are going to receive money, as well as those ‘no spend’ days!

✔ *BONUS* Debt Snowball Calculator! Use this planner tool when you want to pay off your debts but don’t know where to start. Inspired by Dave Ramsey’s ‘Debt Snowball’ Method, this tool automatically calculates which debts to pay off first, and tells you how quickly you will become debt free! This method provides the motivation to keep paying off loans as you can see results quickly. Celebrate and keep momentum to continue until you pay everything off!

✔Transactions: Enter all of your transactions here and watch while all of the other dashboards automatically update!

✔Categories: Customize categories to suit you and the ones relevant for your finances

✔Simple & fully automated! All you need to do is fill in the orange boxes and the spreadsheet does all the work for you. No need to fiddle around with any of the charts or formulas, as these are automatically synced up to update!

✔A Guide with full instructions on how to use the tool and get the best out of the calculator are included, as well as full customer support from our shop at any time!



We struggled to find a useful calculator when we decided to work towards becoming financially free and so ended up building this, which meant we could clearly see how and when our wealth would grow! It gave us the light at the end of the tunnel and we hope it helps you on your journey too!

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~*~ NOTES ~*~

- Best performance with a desktop computer/laptop or tablet. Mobile performance may be limited
- You will need Microsoft Excel and a basic understanding of how to use it – ***Please enable macros when prompted***
- Please note that this file is only editable where indicated, and underlying graphs, formulae etc cannot be edited.
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~*~ THIS IS A DIGITAL PRODUCT ~*~

Digital means its ready to download straight away after buying! No waiting, and no shipping fees. Purchase once and its yours forever!

*No physical product will be shipped, props are not included*

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~*~ Refunds & Terms ~*~

Every digital and instant download purchase is non-refundable. If you have any questions or concerns about your order, please feel free to reach out to us anytime.


This product is copyrighted. This purchase is strictly for non-commercial, personal use only. You may not resell, reproduce, distribute by electronic means or profit in any way from the product.

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Its time to take control of your money! Good luck on your journey to financial freedom!