Beschrijving
✨ SEE WHERE EVERY DOLLAR WENT — AND WATCH YOUR NET WORTH GROW ✨
The Annual Expense & Net Worth Tracker gives you one clear picture of your whole year: log
your expenses, update your account balances once a month, and the dashboard does the rest.
Works in Google Sheets and Microsoft Excel (Mac & Windows). No add-ons, no subscriptions.
WHAT’S INCLUDED (Instant Digital Download):
📘 Start Here — quick-start guide, tips and colour legend
📊 Dashboard — 8 live KPIs, month-by-month table, category breakdown and 2 charts
🧾 Expenses — simple log with category and payment-method dropdowns (1,000 rows)
📅 Annual Overview — every category × every month, filled in automatically
💰 Net Worth — monthly balances for up to 12 assets and 8 debts, calculated automatically
⚙️ Settings — tracking year, 16 expense categories and custom lists
WHY YOU’LL LOVE IT:
✔ Log it once — every total, percentage and chart updates automatically
✔ Track assets AND debts to see your true net worth, month by month
✔ Reusable every year — just change the Tracking Year
✔ Calm Sage & Cream design that’s easy on the eyes
HOW IT WORKS:
1. Purchase & download the .xlsx file
2. Open in Excel, or upload to Google Drive and open with Google Sheets
3. Set your year, clear the sample data, rename categories if you like
4. Log expenses as you go and update balances once a month
📌 Digital product — no physical item shipped. Personal use only.
Questions before you buy? Send me a message — happy to help!
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