Net Worth Dashboard
See where your net worth stands today, and an estimated date for where it could lead.
A full net worth dashboard across 9 tabs. You enter your accounts, your debts and your own assumptions, and the sheet does the math. Beyond assets minus liabilities, it estimates a financial independence date and number from your data, and tracks the milestones between today and then.
It is a Google Sheets template: you make your own editable copy in your own Google account.
- FIRE projectionEstimates a financial independence date and number from the figures you enter.
FireProjection - MilestonesTracks the steps between your net worth today and that date.
Milestones - AssetsWhere you list your accounts and assets.
Assets - LiabilitiesWhere you list your debts.
Liabilities - DashboardYour net worth at a glance.
Dashboard - SetupYour assumptions, entered once.
Setup
- Before release, the English version passed its 13-test automated suite, with zero formula errors.
- The file exports without blank pages.
- Example data is cleared out, so you start from a blank sheet.
- Like every FinanzaX template, it went through an automated test suite, a measured WCAG AA contrast audit, and a render and PDF verification.
What do I receive?
A link to make your own editable copy of the Google Sheets template, delivered instantly after purchase on Gumroad.
What do I need to use it?
A free Google account and Google Sheets. There is nothing to install.
Is it available in Spanish?
Yes. The Spanish version is Dashboard de Patrimonio, a separate product with its own page.
What does the FIRE projection give me?
An estimated financial independence date and number, calculated from the figures you enter. It is an estimate based on your inputs, not a promise.
Is this financial advice?
No. FinanzaX products are educational tools. They do not provide financial, investment, tax, legal, accounting, or any other professional advice, and using one does not substitute for advice from a licensed professional who knows your particular situation.
This FinanzaX template is an educational digital tool that helps you organize and track your own financial information. It does not provide personal financial, investment, tax, legal, or accounting advice. All figures shown are estimates based on the information you enter, not guarantees of any outcome. FinanzaX and its creator are not responsible for any financial loss, damage, or decision resulting from the use of this product, to the maximum extent permitted by applicable law. As a digital product delivered instantly upon purchase, refunds are subject to applicable law and the refund policy of the platform (Gumroad) where you purchased it. By purchasing, you acknowledge that you have reviewed this disclaimer and the Terms of Use included in the product.