Net Worth Calulation Tool

Free Personal Net Worth Excel Template

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My finances are quite complicated, and after a close friend of mine died leaving his family clueless on where the money and investments were at — I created an Excel workbook that makes it easy to track you net worth, car insurance and registration expiration dates, investments, life insurance, with account numbers and contacts, etc.

I've been using it for a couple of years and find it very helpful. Monthly I put the ending balances from my bank accounts, credit card debt, brokerage statements, etc. It quickly gives you an idea of where you stand, and can help your heirs sort your finances out upon your death. I've blanked out my data and posting the file of the template here on-line for any of my friends to use. I've used it with Excel versions from 2003 to 2010.

Click Here to Download this Excel Template to track your Personal Networth.