--- title: "Net Worth & Savings Goals Tracker (Excel) | MCC Solutions" description: "Excel workbook for tracking net worth month by month, with charts, savings goals with the monthly amount each needs, an emergency fund target and a snapshot…" url: "https://mcc-solutionsnj.com/toolkits/net-worth-savings-goals-tracker" --- Excel workbook # Net Worth and Savings Goals Tracker: Monthly Net Worth, Goals, Emergency Fund and Debt Snapshot in Excel Record your balances once a month and watch your net worth, your goals and your debts change over the year. **$14** one time · 14-day full refund · example and blank copies · download link by email Buy now, $14 🌙 The desk is asleep. The store never is. Every kit and ebook downloads the moment you pay, day or night. Questions get answered after we open in the morning. [Browse the store](/toolkits) Who it is for Anyone who wants to see their whole financial picture in one place and keep it up to date in a few minutes a month. Not the right fit if You want balances pulled in automatically from your bank: you enter them by hand once a month. Why it is different - It never asks for account numbers: only names, categories and balances. - Goals show the monthly amount you need, not just a progress bar. - A filled example for an invented household and a blank copy with working formulas. What is inside - **Start Here.** Purpose, which cells to fill in and what not to type. - **Accounts.** Your assets and liabilities by name and category, with no account numbers. - **Monthly Balances.** Twelve month-end balances for every account. - **Net Worth.** Assets, liabilities and net worth by month, the change since last month, liquid cash and two charts. - **Goals.** Up to eight savings goals with the monthly amount each needs, the months to reach it and whether you are on track. - **Emergency Fund.** A target based on your essential expenses and the months of cushion you choose. - **Debt Snapshot.** Months to pay off each debt at its minimum payment and the interest that costs. - **Checks.** Missing balances and entries that need a look. A look inside ## Example data, real formulas [![Net Worth tab of the Net Worth and Savings Goals Tracker, with example data](/img/toolkits/net-worth-savings-goals-tracker/a.png)](/img/toolkits/net-worth-savings-goals-tracker/a.png) Net Worth tab with example data. Made-up numbers. [![Goals tab of the Net Worth and Savings Goals Tracker, with example data](/img/toolkits/net-worth-savings-goals-tracker/b.png)](/img/toolkits/net-worth-savings-goals-tracker/b.png) Goals tab with example data. Made-up numbers. Get it ## Net Worth and Savings Goals Tracker Or pay with PayPal Uses the email and terms box above. You get the same download link by email. ZIP code (for sales tax) Want every toolkit? The [toolkit membership](/membership) includes all of them, with a lower rate if you pay yearly. Get every update for a year, $29: the [Yearly Updates Pass](/updates-pass?kit=net-worth-savings-goals-tracker) gives you each refreshed edition we release of the kits you own. One payment, no automatic renewal. Delivered as a zip with a filled example and a blank copy. Built for Excel, tested in LibreOffice; it should open in Google Sheets but not every feature is tested there. For one business, your own use. General information, not accounting, tax or legal advice. A planning aid, not financial or investment advice. Home and vehicle values are your own estimates, and expected returns are never guaranteed. Do not enter account numbers, passwords or Social Security numbers. Nothing is uploaded; the file stays on your computer. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right. Ways to get it ## Just this kit, or more This kit **$14 one time** Net Worth & Savings Goals Tracker. Buy this kit The set **$39 one time** 3 kits including this one, $8 less than buying them separately. [See the set](/toolkits/household-money-bundle) Membership **$29 a month** Every kit and document pack in the store, including new ones. Cancel any time. [See the membership](/membership) Questions ## Common questions **What do I get and how is it delivered?** The Net Worth & Savings Goals Tracker as two Excel files in one zip: a filled-in EXAMPLE so you can see every tab working, and a BLANK copy for your own numbers, plus a README. The download link arrives by email after payment. **Will it open on a Mac, Google Sheets or my phone?** Built for Excel and tested in LibreOffice, which runs on Mac and Windows; it should open in Google Sheets, but not every feature is tested there. Phone spreadsheet apps are not tested. If a file will not open or something looks wrong, reply to your order email and we will make it right. If it is not right for you, email us within 14 days of buying for a full refund. **Is this legal or tax advice?** A planning aid, not financial or investment advice. **Is it the right fit for me?** It is made for anyone who wants to see their whole financial picture in one place and keep it up to date in a few minutes a month. Skip it if you want balances pulled in automatically from your bank: you enter them by hand once a month. Rather hand it off? ### We can keep the books for you each month If tracking this yourself is more than you want to take on, we do monthly bookkeeping in QuickBooks, Xero or Excel. Tell us what you use and what is behind, and we reply with a written quote after a short review of your books. No obligation. [Get a bookkeeping quote](/bookkeeping/#interest) [Free books health check](/bookkeeping/health-check) Prefer to keep it yourself but want a hand getting started? [Book a 45 minute setup session](/workbook-setup-session) ($65). Buy it with the others [Bundle ### Household Money Bundle This product plus 2 more, in one download. $39 instead of $47 separately](/toolkits/household-money-bundle)[### Month-End Close Workbook A real month-end close in one Excel file. It tells you when a rec does not tie, which variances still need an answer, and when the period is ready to lock. $19](/toolkits/month-end-close-workbook) ## More bookkeeping and business toolkits - [Nevada Employer Compliance Kit 2027](/toolkits/nevada-employer-compliance-kit-2027) $19 - [Nevada Landlord Compliance Kit](/toolkits/nevada-landlord-compliance-kit) $19 - [Nevada Small Claims Court Kit](/toolkits/nevada-small-claims-court-kit) $19 - [Nevada Unemployment Checklist](/toolkits/nevada-unemployment-checklist) $15 - [New 1099 Rules Kit](/toolkits/new-1099-rules-kit) $19 - [New Hampshire Employer Compliance Kit 2027](/toolkits/new-hampshire-employer-compliance-kit-2027) $19 [See every toolkit and document pack](/toolkits/all) ## Rather have someone do the books? [Get a Bookkeeping Quote](/bookkeeping/#interest)[Call (908) 444-6373](tel:+19084446373)