Premium Template

Net Worth Tracking Dashboard for Google Sheets & Excel

Get a live overview of LiveFlow Net Worth Template. The net worth of a business reflects the amount of ownership that the owners have in the company.

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QuickBooks Net Worth Tracking

What are premium templates?

Premium Templates are advanced solutions for complex financial reporting tasks. Unlock a template for a one-time fee, which includes unlimited access and full support for template implementation. Book a demo above to learn more.

Compatible with


Google Sheets



Live data


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Learn how to set up this template in the video below

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Template description

Monitor and analyze personal or business net worth over time with this comprehensive dashboard. Compatible with Google Sheets and Excel, it's designed for users looking to gain insights into their financial health and progress. While it's effective as a standalone tool, linking it with LiveFlow allows for automated financial data updates from QuickBooks Online, ensuring an accurate and current view of net worth.

Key features

  • Monitors personal or business net worth over time, aiding in wealth management and financial planning
  • Facilitates asset and liability tracking for a comprehensive financial health overview
  • Supports financial goal setting and progress tracking with detailed net worth analysis

Who can this template help?

Personal finance advisors and wealth managers

Use cases

Tracks the net worth of individuals or families over time, assisting in wealth management and financial planning.

Want some help getting the template up and running?

Book a demo

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Get started in 3 simple steps

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1. Import the template

1. Request access

Insert your email address above to gain access.

Book a demo of the template below to see the magic

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2. Connect LiveFlow

Connect to LiveFlow, so you can import live data to your model.

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3. Customize it

Customize the template into anything you like.

See how

Give the template superpower with live data from LiveFlow

Join hundreds of accountants and finance teams automating their workflows with LiveFlow and saving hours of work every week

Frequently Asked Questions
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