{"product_id":"net-worth-investment-tracker","title":"Net Worth \u0026 Investment Tracker","description":"\u003cp\u003e\u003cstrong\u003eEverything you own minus everything you owe, month by month. Plus your investments, milestones, and how many months your savings would cover.\u003c\/strong\u003e\u003c\/p\u003e\u003ch3\u003e6 tabs, all connected\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStart Here\u003c\/strong\u003e — First month, goal, living costs\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eDashboard\u003c\/strong\u003e — Net worth, change, goal, months covered, chart\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAccounts\u003c\/strong\u003e — 40 assets and debts\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMonthly Balances\u003c\/strong\u003e — 24 months\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eInvestments\u003c\/strong\u003e — 50 holdings with gain and allocation\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMilestones\u003c\/strong\u003e — The month you reached each target\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBlank + Demo files\u003c\/strong\u003e — Start clean or explore the demo\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat it does\u003c\/h3\u003e\u003cp\u003e\u003cstrong\u003eOne number that tells the truth\u003c\/strong\u003e\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eNet worth, vs last month, since the start\u003c\/li\u003e\n\u003cli\u003eAssets vs liabilities\u003c\/li\u003e\n\u003cli\u003eProgress towards your goal\u003c\/li\u003e\n\u003cli\u003eMonths your cash and savings would cover\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003e\u003cstrong\u003eTen minutes, once a month\u003c\/strong\u003e\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eOne column per month, 24 months\u003c\/li\u003e\n\u003cli\u003eEvery account on one screen\u003c\/li\u003e\n\u003cli\u003eTotals and net worth calculate themselves\u003c\/li\u003e\n\u003cli\u003eDebts typed as positive numbers\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003e\u003cstrong\u003eYour holdings, cost vs value\u003c\/strong\u003e\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eUnits, average cost, today's price\u003c\/li\u003e\n\u003cli\u003eValue, gain and gain %\u003c\/li\u003e\n\u003cli\u003eShare of your portfolio per holding\u003c\/li\u003e\n\u003cli\u003ePrices typed by you - never changes behind your back\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003e\u003cstrong\u003eThe month you crossed each line\u003c\/strong\u003e\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003e0, 5k, 10k, 25k, 50k, 100k, 250k\u003c\/li\u003e\n\u003cli\u003eFilled in automatically\u003c\/li\u003e\n\u003cli\u003eHow far to the next one\u003c\/li\u003e\n\u003cli\u003eChange the targets to your own\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003e\u003cstrong\u003eEvery account, listed once\u003c\/strong\u003e\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eCash, savings, investments, pension, property, car\u003c\/li\u003e\n\u003cli\u003eCards, loans, student loan, mortgage\u003c\/li\u003e\n\u003cli\u003eMark what is liquid\u003c\/li\u003e\n\u003cli\u003e40 accounts\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eSet up in 10 minutes\u003c\/h3\u003e\u003col\u003e\n\u003cli\u003e\n\u003cstrong\u003eDownload \u0026amp; open\u003c\/strong\u003e — Open in Excel, or upload to Google Drive and choose 'Save as Google Sheets'.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eList your accounts\u003c\/strong\u003e — Every asset and every debt, once.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eUpdate monthly\u003c\/strong\u003e — On the 1st, type each balance in that month's column. Watch the line go up.\u003c\/li\u003e\n\u003c\/ol\u003e\u003cul\u003e\n\u003cli\u003eAny currency, any country\u003c\/li\u003e\n\u003cli\u003eWorks for couples: list both of you\u003c\/li\u003e\n\u003cli\u003eCream cells = type here, white cells = automatic\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat you receive\u003c\/h3\u003e\u003cp\u003eAn instant download containing a blank file to start clean, a demo file filled in so you can see how it works, and a short read-me. Works in Google Sheets (free) and in Microsoft Excel, on a phone, a tablet or a computer. Any currency, any country.\u003c\/p\u003e\u003cp\u003eDigital download — nothing is posted. No refunds on digital files, but message us if anything does not work and we will fix it.\u003c\/p\u003e","brand":"LumiSheets","offers":[{"title":"Default Title","offer_id":67578624147777,"sku":"LS-NET","price":39.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1006\/7243\/8593\/files\/net-worth-investment-tracker-01_5f86b783-5a12-4009-ab9e-4e0a3a3f51d2.jpg?v=1790447088","url":"https:\/\/deskeaseco.com\/products\/net-worth-investment-tracker","provider":"Desk Ease Co.","version":"1.0","type":"link"}