Net Worth Tracker Dashboard
This free net worth dashboard lets you track your net worth over time, including cash, investment, and real estate assets, along with credit card, student loan, and mortgage debt.
See the instructions below for setting up your own free dashboard (no opt-in required).
Instructions for Setting Up the Dashboard
The dashboard works by you entering your net worth data in a Google Sheet, and then connecting that Google Sheet to Google Data Studio, where the dashboard is hosted.
Prerequisites for Getting Started
- Signed into your Google account (Gmail and Google Docs)
- Google Chrome browser
Click here to access the free Google Sheet.
Go to File > Make a copy, rename the document with your own name, and click the green "OK" button:
This will open a copy of the Google Sheet in a new tab, which will be your copy to work in. We'll talk about updating this spreadsheet with your own data later on.
Close out the tab with the original Google Sheet, as you won't be needing it anymore.
Click here to access the data source for Google Data Studio.
Toward the top-right corner, click the "copy" icon, and on the pop-up, and hit the blue "Copy Data Source" button.
This will open a copy of the data source in a new tab, which will be your copy to work in.
Rename the data source with your own name, and then close out the tab with the original data source, as you won't be needing it anymore.
In the data source inside of Google Data Studio, hit the "Edit Connection" button toward the top-left corner.
On the next screen, in the first column, click on "Owned By Me".
Then, in the second column ("Spreadsheet"), find and click the copy of the spreadsheet that you created in Step 1. (If it doesn't show up, you can either refresh the browser tab, or use the "Search" function to find it).
Then, in the third column ("Worksheet"), click on the "GDS" selection.
Then, toward the top-right hand corner, click the blue "Reconnect" button.
Finally, on the pop-up, hit the blue "Apply" button.
The copy of your spreadsheet should now be connected to Google Data Studio.
Close out the browser tab as you won't be needing it anymore.
Click here to access the dashboard inside of Google Data Studio.
Toward the top-right hand corner, hover your mouse on the dashboard to get the menu to appear, and the click the "copy" icon.
On the pop-up, in the "New Data Source" column, you must select the name of the data source you created in Step 2. (If you don't see it at the top of your selections, you can either refresh the browser tab, or use the Search function to locate it).
Click the blue "Copy Report" button, and a copy of the dashboard will appear in a new browser tab.
Rename the dashboard to whatever you want, and then toward the top-right hand corner, hit the blue "View" button.
You now have a copy of your own dashboard.
Close out the original version of the dashboard, as you won't be needing it anymore.
Instructions for Using the Dashboard
Important: When updating the Google Spreadsheet with your data, it's critical that you don't edit or change ANY of the values in the first header row:
Changing any of these values will cause the Dashboard to become unusable.
Also, you will see that several columns are shaded in green, red, and yellow—these are calculated fields with formulas. Do not change or edit these formulas.
Updating the Google Spreadsheet with your Data
You'll see the spreadsheet is set up so you can enter data for the following values for the beginning of every month:
- Checking accounts & savings accounts
- 401k, Roth IRA, and brokerage accounts
- Home value(s)
- Credit card debt
- Student loan debt
- Outstanding mortgage payments
Once you've entered all your own data, you can refresh the dashboard so it updates to reflect your accounts.
You can do this by hovering your mouse over the top of the dashboard, and then clicking the "refresh" icon to refresh the data:
Customizing Accounts Types
You can customize, to a certain extent, the types of accounts that show up on your dashboard.
For example, as you can see on the spreadsheet, the dashboard is showing data for two different student loans, and two different mortgages.
If I only have one student loan, and one mortgage, I can remove the extra accounts from the dashboard by editing it.
Watch this short .gif which shows you now to remove these extra accounts from the dashboard:
Sharing the Dashboard
If you have an audience of personal finance geeks who you think would enjoy this dashboard, please share it with them!
All I ask is that you give credit back to CreditTakeoff.com and link back to this page.