Stay on top of your financial life with a clear, lightweight net worth dashboard.

This template gives you:

• A Net Worth table to list every asset and debt, with balances and categories.

• A Balance Histories page to log changes for individual accounts over time.

• A Net Worth Total – History tracker so you can see how your overall net worth moves month to month or year to year.

• A calendar widget for important tax deadlines, keeping key dates close to your financial picture.

How it works:

1. Add all of your assets and debts to the Net Worth table.

2. For each account, create an entry in Balance Histories with the current balance (use negative values for debt).

3. Once everything is added, use the Sum at the bottom of the Net Worth table and record it in Net Worth Total – History to establish your baseline and track progress going forward.

Use this dashboard as a single source of truth for your money: understand what you own, what you owe, and how your financial health is trending over time.