UK Net Worth Tracker

Add up everything you own and owe, from ISAs and pensions to your mortgage and student loan, and watch your net worth change month by month.

What's included

• An accounts tab with a balance for each month, January to December
• UK account types built in: Cash ISA, Stocks & Shares ISA, Lifetime ISA, Premium Bonds, workplace pension, SIPP, property and more
• Debts too: mortgage, credit cards, loans, car finance, overdraft, student loan and buy now pay later
• Dashboard: net worth now, change this year, what you own and what you owe
• A breakdown by account type and a monthly net worth chart
• Step-by-step PDF setup guide

How it works

Delivered as a ZIP file containing the spreadsheet and a PDF setup guide. Unzip it, then open the spreadsheet in Excel, or upload it to Google Drive and open it in Google Sheets. Update your balances once a month; everything else calculates for you.

Instant download

Your files are available straight after payment. By completing your purchase, you agree to immediate access to your download and acknowledge that you lose your 14-day right to cancel once it's made available. If a file is faulty or not as described, we'll fix it, replace it or refund you. See our Refund and Cancellation Policy.

This template is an organisational tool, not financial or investment advice. Read our full statement.