Net Worth Tracker Template

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2	Net Worth Tracker - Get Started Guide
3	📊 What This Template Does
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5	The Net Worth Tracker helps you monitor your complete financial picture by automatically calculating and visualizing your net worth (assets minus liabilities) over time. See how your wealth grows, identify trends, and make informed financial decisions based on comprehensive data.
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7	🚀 How to Use - With Finta (Recommended)	📝 How to Use - Without Finta (Manual Entry)
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9	Step 1: Connect Your Accounts	Step 1: Set Up Bank Connections
10	Sign up for Finta	Go to the "Institutions" sheet
11	Connect all your financial accounts (banks, investment accounts, credit cards, loans)	Add each financial institution you have accounts with
12	Finta will automatically sync your account balances to this spreadsheet	Include the institution name and last update date
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14	Step 2: Configure Sync Settings	Step 2: Add Your Accounts
15	In Finta, select this Google Sheet as your destination	Go to the "Accounts" sheet
16	Enable syncing for these tables:	For each account, enter:
17	Institutions (Bank Connections)	Account name
18	Accounts (All your accounts)	Institution (select from your institutions)
19	Balance History (Historical balance snapshots)	Account type (Depository, Investment, Credit, Loan, etc.)
20	Set your preferred sync frequency (daily recommended)	Current balance
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22	Step 3: View Your Net Worth	Step 3: Record Balance History
23	Go to the "Dashboard" sheet to see your current net worth	Go to the "Balance History" sheet
24	Use the "View By" dropdown to switch between Week, Month, Quarter, or Year views	Periodically record snapshots of each account's balance
25	The chart automatically updates as Finta syncs new data	Include the date and balance amount
26		The template recommends weekly or monthly updates
27	Step 4: Analyze Your Wealth
28	Review the account type breakdown to see where your wealth is concentrated	Step 4: Monitor Your Dashboard
29	Monitor the trend chart to track growth over time	The "Dashboard" sheet automatically calculates your net worth
30	Use the detailed tables to drill into specific accounts	Charts update based on your balance history entries
31		Change the "View By" setting to see different time periods
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