Basic Template
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.