Basic Template

Net Worth Tracking Dashboard for Google Sheets

Net Worth Tracking Dashboard for Google Sheets

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.

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.

Compatible with

Integrations

Live Data

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.

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.

Get Started in 3 Simple Steps

01

Request Access

Book a demo to unlock your Consolidation Benchmarking Template.

02

Connect LiveFlow

Sync your QuickBooks, Xero, or ERP data directly into Excel or Google Sheets.

03

Customize It

Adjust the template to your exact reporting needs without breaking formulas.

The #1 platform for
multi-entity finance

The #1 platform for
multi-entity finance

The #1 platform for
multi-entity finance

The #1 platform for
multi-entity finance

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