Net Worth Tracker & Progress Dashboard | Excel Workbook

See what you own, what you owe, and how your financial position is changing.

The Verolane Net Worth Tracker & Progress Dashboard turns scattered account balances into one clear, privacy-first financial snapshot. Track assets, liabilities, monthly progress, milestones, liquid assets, debt-to-asset ratio, and changes over time—all inside an organized Excel workbook.

What’s included

• Guided Start Here page
• Asset and liability account tracker
• Formula-driven net worth dashboard
• 24-month net worth history
• Goals and milestone tracker
• Built-in calculation checks
• Customer feedback worksheet

Choose your edition

Select Canada for CAD terminology including chequing, TFSA, FHSA and RRSP categories, or United States for USD terminology including checking, HSA, Roth IRA and 401(k)/IRA categories.

Compatibility, delivery and limits

Microsoft Excel is required. Desktop Excel on Windows or Mac is recommended. This product has not been designed or validated for Google Sheets, Apple Numbers or mobile-only spreadsheet editing. The workbook is designed for local use and does not require a bank connection or subscription. This is a digital download; no physical item will be shipped. Personal and household use only.

Sample data is fictional. This workbook is an educational planning tool and does not provide financial, investment, tax, legal or accounting advice.