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Net Worth Tracker for Google Sheets

The Net Worth Tracker allows you to visualize your total net worth as well as trends over a customizable time period.

Written by Ashleigh Cooley

Please note: Community Solutions are built and supported by the Tiller Community. Our support team does not answer questions about how these templates work. If you run into difficulties, please reply in the relevant community thread for help from the original builder.

About the Net Worth Tracker

The Net Worth Tracker allows you to visualize your total net worth as well as trends over a customizable time period.

net-worth-tracker-v2

Tiller Money Feeds allows you to automatically import your daily account balances for easy tracking.

How to install the Net Worth Tracker template

Install this template using Tiller Money Feeds using the following steps:

  1. Launch Tiller Money Feeds

  2. Under Templates near the bottom, click Browse

  3. Find the template in the list using search or scroll to find it

  4. Click the template name in the list to expand its card

  5. Click Install to add the template to your spreadsheet

Customizing the Net Worth Tracker

You can further customize your Net Worth Tracker by applying groups to your Accounts.

  1. Open the Accounts sheet

  2. Use the dropdown list in Column A to choose an account you’d like to assign to a group.

  3. Enter a Group name in column C for each account you selected.

Accounts-v2

How to manually track accounts

You can add manual accounts using the Tiller Money Feeds add-on for Google Sheets. Read more on our help center.

Troubleshooting

If you have a question or need help first search the community to see if someone has already asked and if not click here to quickly post a question about this template in the Get Help > Spreadsheet templates category.

Be sure to customize the title of your post with keywords about the issue or question so others can easily find the Q&A in search.

Accounts not showing in appropriate groups

If you’re noticing that your customized Account groups aren’t showing up on the Net Worth sheet the way you expect and some of the Account names are using the same formatting that the group header should use (e.g. light gray background and bold text instead of black text on white background) it could be due to incomplete balance history entries for manual accounts. Review your balance history sheet for manual account entries (Account ID starts with manual:[unique alphanumeric ID] - you may need to unhide the Account ID column). If any of the manual entries are missing the Account name data in the Account column this will break the Net Worth sheet. Fill in the names as appropriate. This happens sometimes in the Tiller Money Feeds add-on when the UI sidebar does not completely load before saving a new balance. Be sure to let the sidebar UI fully load all account details before saving.

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