ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
HOW TO MAKE THIS SHEET WORK FOR YOU
2
3
GETTING STARTED
4
5
1. If you're accessing this on Google Sheets, you need to select 'File' and then 'Make a Copy' before doing anything else.
6
7
2. Next you’ll need to customise your categories. The template comes pre-populated with a few examples. Delete the irrelevant ones, and make them your own. For example, if you’re in New Zealand you’ll want to delete ‘Roth 401k’, listed under the Retirement category. If you’re in the USA, you’ll want to delete ‘KiwiSaver’.
8
9
3. Go through each category on the ASSETS and DEBTS tabs, and input the relevant numbers.
10
11
4. Go back to the OVERVIEW tab, and you’ll see your net worth automatically displayed.
12
13
5. Copy that number, and navigate to the PROGRESS tab. Paste it into the relevant field beside the current month. You can also add any notes if you want.
14
15
16
6. Navigate back to the OVERVIEW tab, and you’ll see your net worth data has automatically been plotted onto the graph.
17
18
7. Set up a reminder in your calendar, and update the data every month. Watch with pride as your graph shoots up toward the heavens above!
19
20
EXTRA HELP
21
22
- You can also customise the four category boxes on the ASSETS and DEBTS tabs. For example, if you don’t have a student loan, you might prefer to make that box into a separate category for your credit card debt, then list your cards individually below.
23
24
25
- Wondering how to figure out the value of your car, or which possessions to include? Hover over any category to see a pop-up comment box with some extra guidance. If these comments get annoying, just right click and select 'disable comment'.
26
27
- For general help with reaching your financial goals, check out the following articles:
28
29
How to Save $100,000 by Age 25
30
The Ultimate Guide to Slashing Your Spending and Unleashing a Tsunami of Cash
31
Net Worth Tracking: The Number One Tool For True Financial Success
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100