10-Year Net Worth and Liquidity Tracker

Master your finances with our user-friendly 10-Year Net Worth and Liquidity Tracker for Google Sheets (which includes a bonus year)!

With this tracker, keeping track of your net worth and watching it grow over time is super easy! All you have to do is add your assets, liabilities and update their values each month and voila! Your net worth, as well as liquid net worth and liquidity will be automatically calculated on a month-to-month basis.

Understanding your liquidity will provide you with a better understanding of how much cash you could access if you needed it quickly, in case you need to take advantage of a sweet investment opportunity or to ensure your short-term financial needs are covered so you won’t have to rely on high-interest loans or disrupt long-term illiquid investments.

The spreadsheet consists of several tabs: one has instructions, one is the year-to-year summary dashboard, and the rest are the actual calculators, already set up for the years 2024 to 2034. Each calculator allows you to track your net worth for 12 consecutive months, which are already linked up to the dashboard so you can see the updates automatically.

Features:

✓ User-Friendly

✓ Automated computations to calculate your total assets, liabilities, net worth, and liquidity.

✓ Expand and contract groups to change views.

✓ Graphical insights to easily visualize your financial progress over the course of the year and over the course of over 10 years.

✓ Easily change currency

AFTER YOUR PURCHASE:

After your payment has cleared, you will be able to download your files instantly! You will receive one file: a PDF with instructions and a link to the Google Sheets file for you to make a copy of the tracker. No physical product will be shipped.

KEEP IN MIND:

• This is a GOOGLE SHEETS spreadsheet and is not accessible with Excel. You will need a Google account to make edits to this spreadsheet. If you don't have one, sign up for a free Google account to seamlessly access and edit your tracker, on any device. You will find instructions on how to do this in the PDF you receive.

• DIGITAL DOWNLOAD ONLY! No physical product will be shipped. You will receive a PDF file with instructions and a link that will allow you to make a copy of the spreadsheet to save to your own Google Drive, which you will be able to make edits to.

• COLORS MAY VARY slightly in your various digital devices due to differences in color calibration.

• This spreadsheet is for INFORMATIONAL USE ONLY. SheeetGeeek cannot give any financial, tax or legal advice. Do your own research and speak with a licensed financial advisor prior to making any financial decisions. Under no circumstances can or will SheeetGeeek be held responsible for any costs, loss, damage or injuries (may it be direct or including without limitation indirect loss or damage) that result from the use of this spreadsheet.

• NO REFUNDS! Instant download items don’t accept returns, exchanges or cancellations, so all sales are final. If you have any problems with your order, please don’t hesitate to reach out.

COPYRIGHT NOTICE: This design and this spreadsheet is copyrighted by SheeetGeeek. Your purchase of this product is for personal use only and commercial/public use of any kind is strictly prohibited. Unauthorized reproduction, distribution, or use of our designs, either in part or in full, with or without modifications, is strictly prohibited and may be subject to legal action.

If you need any assistance with the product or have any questions in general, please don’t hesitate to reach out. I am here to help!