This template gives a clear picture of your finances. The Items tab lists every asset, such as cash, savings, investments, a pension or a home, and every debt, such as a mortgage, car finance or card balances, with its value today.

The Snapshots tab keeps a record of your totals at the end of each quarter, so you can see how net worth has changed over time. The Dashboard shows total assets, total debts and net worth, with charts by type and by quarter.

It comes with sample data. Make a copy, then replace the sample items and snapshots with your own. Formulas and charts update on their own.