OmniAura Finance Team
Hand-built in Excel & Google Sheets
Net Worth & Investment Tracker Spreadsheet
The premium Google Sheets and Excel wealth tracker with automatic net worth calculation, investment portfolio tracking, savings rate dashboard, and retirement countdown. Google Finance integration inc
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How delivery works
Complete checkout
Secure payment via Stripe — takes under 60 seconds.
Instant access
Your download link appears immediately on the confirmation page.
Download & use
Open in your preferred app and start using right away.
What this does for you
Know exactly when you can retire.
Who it's for: Anyone working toward early retirement or financial freedom
About this product
The spreadsheet that financial advisors charge $500/hour to build. This Wealth OS gives you a real-time dashboard for your entire financial life: enter your brokerage balances once and the GOOGLEFINANCE formula auto-updates every stock price every day. The net worth sheet calculates assets minus liabilities automatically — with a 12-month trend chart that makes your progress visible. The investment allocations page shows your exact exposure to equities, bonds, cash, and real estate as percentages, flagging any target-allocation drift. The retirement calculator pulls from your actual savings and projects your retirement date in real time. Includes an emergency fund calculator, debt payoff tracker with interest cost display, and a one-page 'financial independence score' that shows exactly where you stand.
About this item
- Instant digital download — Excel + Google Sheets, delivered the moment checkout completes
- Buy once, keep forever — re-download anytime, no subscription
- Download links also emailed to you for safe keeping
- Personal-use license — print or use digitally as often as you like
Your download — 1 file
- Wealth OS — Net Worth Tracker & Investment Dashboard (Excel + Google Sheets)
Item details
- Format
- Excel + Google Sheets · XLSX
- Delivery
- Instant download after checkout, plus links emailed to you
- Access
- Lifetime — re-download anytime from your account
- License
- Personal use — print or use digitally as often as you like
- Support
- Support chat + email — real humans, real answers
File types included
Excel (.xlsx)
Microsoft Excel 2016+
Google Sheets
Free with Google account
Software compatibility
✓ No special software required for PDF files. Excel files require Microsoft Excel 2016 or later, or Google Sheets (free).
Reviews
License
Personal & Commercial License
Use in client work, your own products, and personal projects.
Instant download · yours forever · no subscription
Secure checkout via Stripe · instant access
Buying a few? Our bundles pack many products into one download at a big discount — buy once, no subscription.
Shop bundles & saveWhat you're getting
Secure payment
Stripe encrypted
Instant delivery
Download now
Real support
We make it right
Lifetime access
Re-download anytime
The transformation
You have investments and savings across 5 accounts but no idea what your total net worth is.
One 5-minute monthly update gives you your complete financial picture and tells you exactly what to do next.
Who uses this
Tracking your financial progress month over month
Knowing when your investments need rebalancing
Seeing your FI timeline update as you save more
Understanding whether your asset allocation matches your goals
What's inside — sheet by sheet
Click each tab to explore what every sheet does.
Net Worth Dashboard
Monthly snapshot with totals, trend chart, and FI progress.
Everything included
24-month net worth tracker with auto-chart
Asset allocation dashboard (stocks, bonds, real estate, cash)
Rebalancing alert when allocation drifts >5%
FI number calculator with progress bar
Retirement projection with current savings rate
Liabilities tracker (mortgage, loans, credit cards)
