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Finance
Excel (.xlsx)Google Sheets
Finance

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

$11.95one-time

Instant download · yours forever · Apple Pay, Google Pay & cards

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Included in Pro — or get everything: 1,000+ templates from $9.99/mo →
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OmniAura Digital Finance Team

Hand-built in Excel & Google Sheets

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Instant download — no waiting, no email required
Re-download anytime from your account
Personal & commercial use license included
Free updates — always get the latest version
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How delivery works

1

Complete checkout

Secure payment via Stripe — takes under 60 seconds.

2

Instant access

Your download link appears immediately on the confirmation page.

3

Download & use

Open in your preferred app and start using right away.

What this does for you

Know exactly when you can retire.

Calculate your exact FIRE number in minutes
See your path to financial independence
Run safe withdrawal rate simulations

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.

Updated Aug 16, 2026

About this item

  • Instant digital download — Excel + Google Sheets, delivered the moment checkout completes
  • Buy once, keep forever — re-download anytime, no subscription required
  • Download links also emailed to you for safe keeping
  • Personal-use license — print or use digitally as often as you like

Item details

Format
Excel + Google Sheets · XLSX
Your file
  • Wealth OS — Net Worth Tracker & Investment Dashboard (Excel + Google Sheets) · 12 KB
Delivery
Instant download after checkout, plus links emailed to you
Access
Lifetime — re-download anytime from your account
License
Personal & commercial use — print or use digitally as often as you like
Updated
Aug 16, 2026
Previews
Real pages from the files you receive — never mockups
Support
Support chat + email — real humans, real answers

File types included

Excel (.xlsx)

Microsoft Excel 2016+

Google Sheets

Free with Google account

Software compatibility

Microsoft Excel
Paid
Google Sheets
Free

✓ No special software required for PDF files. Excel files require Microsoft Excel 2016 or later, or Google Sheets (free).

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License

Personal & Commercial License

Use in client work, your own products, and personal projects.

$11.95one-time

Instant download · yours forever · Apple Pay, Google Pay & cards

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 required.

Shop bundles & save

What you're getting

Instant file access after checkout
Re-download anytime from your account
Personal + commercial use license
Updates included — always current

Secure payment

Stripe encrypted

Instant delivery

Download now

Real support

We make it right

Lifetime access

Re-download anytime

Frequently asked questions

Is Net Worth & Investment Tracker Spreadsheet an instant download?
Yes — Net Worth & Investment Tracker Spreadsheet is a digital download. Your download link appears right after checkout and is emailed to you; nothing is shipped.
What format is Net Worth & Investment Tracker Spreadsheet in?
It is a spreadsheet that works in both Google Sheets and Microsoft Excel. Buy once and download it instantly.
Can I edit Net Worth & Investment Tracker Spreadsheet?
Yes — open it in Google Sheets or Excel and the formulas update for you. Make your own copy and reuse it as often as you like.
Do I need a subscription?
No. Net Worth & Investment Tracker Spreadsheet is a one-time purchase — buy once and it is yours forever, with no subscription required.
What can I do with Net Worth & Investment Tracker Spreadsheet after I buy it?
It is yours to download, print and reuse for your own personal projects, as often as you like.
What if there is a problem with Net Worth & Investment Tracker Spreadsheet?
Message us and we will make it right — files right or we fix it. Your purchase is backed by our quality guarantee.