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Young Professional Net Worth Tracker

A net worth tracker for a young professional: a Dashboard with 3 charts, Accounts and monthly Snapshots. XLSX with a blank copy.

Dashboard tab: Net worth $38,100, Change vs last month ▲ 2.7%, Change this year $2,000, Debt to assets 39.4%; doughnut chart of Where your assets sit ($); bar chart of Assets by class ($); line...Accounts tab: columns Account, Type, Class, Balance ($), Counts as (auto) ($); 8 sample rows.Settings tab: Currency symbol, Symbol position, Start month, Year and more.Snapshots tab: Month, Jan, Feb, Mar.

DashboardPreviews of the Dashboard, Accounts, Settings and Snapshots tabs with sample data, drawn from the file. Fonts and chart styling can differ in Excel, Numbers and Google Sheets.

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What's inside

Format
XLSX, CSV
Contents
5 tabs · 3 charts
Version
1.1 · Updated 7 Oct 2026
Licence
Personal What this means
Checked
Checked before it ships
  • young-professional-net-worth-tracker.xlsxXLSX · 26 KB
  • young-professional-net-worth-tracker-blank.xlsxXLSX · 25 KB
  • young-professional-net-worth-tracker.csvCSV · 378 B
  • LICENSE.txtadded to every download

About this item

A net worth tracker for a young professional. It has 5 tabs: Start Here, Dashboard, Accounts, Snapshots, Settings. The Dashboard with 3 charts shows your net worth ($38,100 in the sample data), the change on last month and this year, your debt to assets ratio, and where your assets sit by class, plus your net worth month by month. List each account as an asset or a liability with its class, then copy your totals onto Snapshots at each month end to build the trend. Classes are yours to rename in Settings. You get two files: one with sample data so you can see it working, and a blank copy with the same formulas. Nothing is password-locked. Made for Excel (XLSX).

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