Annual Personal Savings & Net Worth Dashboard
Track monthly savings rate, net worth changes, and progress to annual goals. Free .xlsx with formulas. Tracks Current Savings Rate, YTD Net Worth Change.
Finance · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This finance dashboard brings together indicators like "Current Savings Rate", "YTD Net Worth Change" and "Savings Goal Progress" in a single view. Edit the entries in the Data tab and the dashboard numbers update instantly — no need to build the spreadsheet from scratch.
Use this template to monitor your monthly income, expenses, savings rate, and net worth over the course of a year. Enter your actual figures each month to see how your savings rate and net worth compare to your annual targets. The KPIs highlight your current savings rate, year-to-date net worth change, and goal progress so you can adjust spending or saving as needed. Review the bar comparison to understand which months contribute most to your annual savings and net worth growth.
Released under the CC0 license (public domain): you can download, edit and use it freely — including in commercial projects — with no attribution required.
Use cases
- Visualize indicators like "Current Savings Rate" and "YTD Net Worth Change"
- Make faster decisions based on "Savings Goal Progress"
- Compare your finances without building the spreadsheet from scratch
- Edit the entries in the Data tab and watch the dashboard recalculate automatically
Key features
- Current Savings Rate
- YTD Net Worth Change
- Savings Goal Progress
- Visual dashboard with 3 automatic indicators
- Editable formulas in the Data tab
- In-cell mini charts (sparklines)
What's inside the file
- 3 tabs: Dashboard, Data, Instructions
- 41 working formulas — including SUM, AVERAGE, COUNTA. They recalculate as you edit, so the sheet stays yours after download.
- Sized for real data: up to 37 rows × 8 columns already laid out and formatted.
Everything is a normal .xlsx: it opens in Excel, Google Sheets, LibreOffice and Numbers, with no add-ons, no macros and no locked cells.
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