Everything you own and owe in one place – and how it grows month by month
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Your net worth is simply everything you own minus everything you owe. It's the single best measure of whether your finances are moving in the right direction – better than your salary, your bank balance or the value of your home on its own. This workbook lists every asset and debt you have, records their balances once a month, and turns those snapshots into a clear picture: your net worth today, how it has changed over the last month and year, who owns what, how much of it you could actually get your hands on in an emergency, and how close you are to the targets you set yourself.
See how it works
The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.
Step 1
Your list of assets and debts and the balance of each, month by month. What you do: add items once, then type balances every month.
Step 2
Every month added up: totals, net worth by owner, liquidity, ratios, changes, and assets and debts by category. Also holds the data behind the charts. What you do: nothing to enter.
Step 3
Your net worth target with on-track status, and up to 12 milestones. What you do: enter a target, a date and your milestones.
Step 4
Names, first snapshot month, student loan setting, your share of joint items, essential spending, category names and a helper to value final salary pensions. What you do: fill in once; revisit if your circumstances change.
Who it is for
Quick start
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We can adapt any prebuilt solution or build something bespoke, with a lifetime bug-free guarantee.
Part of AML Finance Group
Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.
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