UK Net Worth Tracker Spreadsheet
Our net worth tracker spreadsheet for UK savers adds up your cash, ISAs, pensions, property and debts each month, so you can see what you are worth.
Add one column a month and see your net worth
Type in your balances once a month. The dashboard shows your net worth, how it changed since last time and over the last year, and how close you are to your goal.
- Up to 40 accounts: cash, ISAs, shares, pensions, loans and cards
- Property and mortgage tracking with equity worked out for you
- Works for one person or a couple, split by owner
- Optional foreign currencies with monthly exchange rates
- Instant download, nothing posted to you
Sold in our Etsy shop, WebForSmall. Etsy takes payment and gives you the download.
What is inside
Several tabs work together. The figures in the pictures are made-up examples.
Monthly log
One column per month for up to 30 years, with your accounts down the side and net worth calculated at the top.
Setup and accounts
List your accounts and properties once, mark closed accounts, and set a goal to track.
Common questions
Quick answers before you buy.
What do I get?
Two Excel files (.xlsx): a Blank tracker to start your own, and an Example filled with made-up figures so you can see it working. It is an instant download, so nothing is posted to you.
Does it work in Excel and Google Sheets?
It is a standard .xlsx file with no macros and nothing to install. We tested it in LibreOffice. It is built to open in Microsoft Excel and Google Sheets too, but we have not yet checked it in those two, so open it once after you buy and tell us if anything looks wrong.
Is it set up for UK savers?
Yes. It uses pounds and covers cash, ISAs and shares, pensions, property equity and debts. You can add up to 40 accounts and up to 5 properties, and track a couple by owner: you, your partner or joint.
Can I track money in another currency?
Yes. You can add one or two foreign currencies with a monthly exchange rate, and the tracker converts them to your main currency.
Does it connect to my bank?
No. Nothing is pulled in automatically and your figures stay in your own file. The results are only as accurate as what you type in.
Is it financial advice?
No. It is a record-keeping tool, not financial, tax or investment advice.
Ready to see where you stand?
Get the tracker from our Etsy shop and download it straight away.
New to this? Read how to track your net worth in the UK.
Looking for something else? See everything in the shop, try our free tools, or get in touch about a website for your business.