ABCDEFGHIJKLMNOPQRSTUVWXYZAAABACADAEAFAGAHAIAJAKALAMANAOAPAQARASATAUAVAWAXAYAZBABBBCBDBEBFBGBHBIBJBKBLBMBNBOBPBQBRBSBTBUBVBWBXBYBZCACBCCCDCECFCGCHCICJCKCLCMCNCOCPCQCRCSCTCUCV
1
Net Worth Tracker - smarthelping.com
Check out advanced financial spreadsheets:
https://www.smarthelping.com/p/excel.html
SaaS Financial Models:
https://www.smarthelping.com/p/as-service-business-models.html
Joint Venture Waterfalls:
https://www.smarthelping.com/p/joint-venture.html
Real Estate Underwriting Models:
https://www.smarthelping.com/p/real-estate.html
Inventory Trackers and Tools:
https://www.smarthelping.com/p/inventory.html
Accounting Tools:
https://www.smarthelping.com/p/accounting.html
Industry-Specific Startup Models:
https://www.smarthelping.com/p/industries.html
HR Tools:
https://www.smarthelping.com/p/hr.html
Lending Business:
https://www.smarthelping.com/p/lending.html
Sales Pipeline Trackers:
https://www.smarthelping.com/p/sales-and-customer-pipeline-management.html
Business Valuation:
https://www.smarthelping.com/p/valuation-spreadsheets.html
2
Edit cells in this shade
3
smarthelping.com
4
1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253545556575859606162636465666768697071727374757677787980818283848586878889909192939495969798
5
Start Month>1/1/2023Feb-23Mar-23Apr-23May-23Jun-23Jul-23Aug-23Sep-23Oct-23Nov-23Dec-23Jan-24Feb-24Mar-24Apr-24May-24Jun-24Jul-24Aug-24Sep-24Oct-24Nov-24Dec-24Jan-25Feb-25Mar-25Apr-25May-25Jun-25Jul-25Aug-25Sep-25Oct-25Nov-25Dec-25Jan-26Feb-26Mar-26Apr-26May-26Jun-26Jul-26Aug-26Sep-26Oct-26Nov-26Dec-26Jan-27Feb-27Mar-27Apr-27May-27Jun-27Jul-27Aug-27Sep-27Oct-27Nov-27Dec-27Jan-28Feb-28Mar-28Apr-28May-28Jun-28Jul-28Aug-28Sep-28Oct-28Nov-28Dec-28Jan-29Feb-29Mar-29Apr-29May-29Jun-29Jul-29Aug-29Sep-29Oct-29Nov-29Dec-29Jan-30Feb-30Mar-30Apr-30May-30Jun-30Jul-30Aug-30Sep-30Oct-30Nov-30Dec-30Jan-31Feb-31
6
7
Assets - Month Ending
8
Cash - Bank$7,777 $8,555 $9,410 $10,351 $11,386
9
Stocks$7,777 $8,555 $9,410 $10,351 $11,386
10
Bonds$6,666 $7,333 $8,066 $8,872 $9,760
11
Business (valuation)$55,555 $61,111 $67,222 $73,944 $81,338
12
Home$555,555 $611,111 $672,222 $739,444 $813,388
13
Car$44,444 $48,888 $53,777 $59,155 $65,070
14
Truck$45,555 $50,111 $55,122 $60,634 $66,697
15
Other Assets
16
Extra Field 1
17
Extra Field 2
18
Extra Field 3
19
Extra Field 4
20
Extra Field 5
21
Extra Field 6
22
Extra Field 7
23
Extra Field 8
24
Extra Field 9
25
Extra Field 10
26
Total Assets$723,329 $795,662 $875,228 $962,751 $1,059,026 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
27
Month/Month Change10%10%10%10%-100%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%
28
29
Liabilities - Month Ending
30
Mortgage$2,000,000 $1,800,000 $1,620,000 $1,458,000 $1,312,200
31
Car Loan$6,666 $5,999 $5,399 $4,860 $4,374
32
Other Car Loan$55,555 $50,000 $45,000 $40,500 $36,450
33
Credit Card 1$25,000 $22,500 $20,250 $18,225 $16,403
34
Credit Card 2$4,000 $3,600 $3,240 $2,916 $2,624
35
Credit Card 3$2,000 $1,800 $1,620 $1,458 $1,312
36
Other liabilities 1
37
Other liabilities 2
38
Other liabilities 3
39
Other liabilities 4
40
Other liabilities 5
41
Other liabilities 6
42
Other liabilities 7
43
Other liabilities 8
44
Other liabilities 9
45
Other liabilities 10
46
Other liabilities 11
47
Total Liabilities$2,093,221 $1,883,899 $1,695,509 $1,525,958 $1,373,362 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
48
Month/Month Change-10%-10%-10%-10%-100%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%
49
50
Net Worth($1,369,892)($1,088,237)($820,281)($563,207)($314,336)$0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
51
Month/Month Change-21%-25%-31%-44%-100%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%
52
53
Solvency Ratio (lower the better)2.892.371.941.581.30
54
55
56
57
58
59
Check out all my financial models, templates, trackers, and tools:
60
The Super Smart Bundle (All Models)
https://www.smarthelping.com/p/excel.html
61
Subscription / Membership Models
https://www.smarthelping.com/p/as-service-business-models.html
62
Joint Venture Cash Flow Waterfalls
https://www.smarthelping.com/p/joint-venture.html
63
Real Estate
https://www.smarthelping.com/p/real-estate.html
64
Inventory
https://www.smarthelping.com/p/inventory.html
65
Accounting
https://www.smarthelping.com/p/accounting.html
66
Industry-specific
https://www.smarthelping.com/p/industries.html
67
HR
https://www.smarthelping.com/p/hr.html
68
Lending
https://www.smarthelping.com/p/lending.html
69
Google Sheet Architectures
https://www.smarthelping.com/p/google-sheet-database-structures.html
70
Service Businesses
https://www.smarthelping.com/p/financial-models-for-service-businesses.html
71
Sales Pipeline Trackers and Dashboards
https://www.smarthelping.com/p/sales-and-customer-pipeline-management.html
72
General Valuation
https://www.smarthelping.com/p/valuation-spreadsheets.html
73
74
75
76
77
If you have suggestions or questions, email:
jason@smarthelping.com
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100