Net Worth Tracker Template

Take control of your financial future with WealthMap, a modern net worth tracker designed for all professionals. Monitor your total assets, liabilities, and investment growth across time — all in a single, clean dashboard.

Whether you’re managing personal finances, startup equity, trading capital, or real estate — this template helps you maintain a real-time view of your financial standing and liquidity.

🛠️ How It Works

• Log Assets & Liabilities: Categorize holdings (cash, equity, mutual funds, crypto, fixed assets, loans, credit cards, etc.)

• Auto-Calculate Net Worth: Formulas track total net worth over time and flag liability-heavy periods

• Track Over Time: See how your net worth grows or contracts monthly or quarterly

• Optional Integrations: CSV import-ready

🧩 What’s Included

• 📄 Notion Net Worth Tracker – Clean, editable tables with tagging & filters

• 📊 Excel/Google Sheets Template – Built-in formulas and visual trend graphs

• 🪙 Asset Type Tags – Fixed Income, Equity, Options, Real Estate, Business Equity

• 💰 Liquidity & Allocation Breakdown – Visual asset class segmentation

• 🔁 Monthly/Quarterly Snapshot View – Track wealth trends and target goals

💡 Ideal For

• Young Professionals Building Financial Awareness

• Startup Founders Tracking Equity + Liabilities

• Trading Coaches/Mentors Offering Financial Hygiene Frameworks