Thanks for watching! Please use the 'Save a Copy' function to enable edit. Should be under the File menu in Google Sheets. I often get requests for me to give people edit access, but that would mean your personal data becomes the new template file... Which no one really wants. Let me know if you have any trouble.

@@MrGTMan002 Saving a copy worked. Thank you.

Ok great - thanks for letting me know

Great - thanks for watching!

Thanks for checking it out! So glad that you found it helpful!

Thanks - glad you like it

So glad!

You're welcome! Glad you like it!

Glad it was helpful!

Great! Glad you like it and thanks for watching the video!

Thanks! Hope you find it helpful!

Thanks for watching! Glad to hear that you found it useful.

Thanks Fifi Finance - glad to enjoyed it!

@@MrGTMan002 My pleasure, I use to sheets myself at first but then automated with an app :) I have a personal finance channel and would be great to get your feedback and connect if you like it :)

I will check it out and leave some comments.

@@MrGTMan002 thanks so much, very kind of you :)

Great - thanks for the comment!

Glad it was helpful!

Glad you like it!

Thanks for the comment Dale. I suggest you look at the tab or worksheet called "Input Sheet". Cell D1 is where the starting date is manually typed in. Going to the right from there, the dates are calculated with a formula that adds 1 month to the date (cell E1). For example in Cell E1, part of the formula is 'month(D1)+1' ... that is the part that adds 1 month to the date in cell D1. You can adjust that number from 1 to 3 if you wanted it to be quarterly, as an example. If you just want to type in a date, you can delete the formula and just type in a date there as well. Good luck! Thanks for watching and let me know if you have any trouble with that explanation.

Thanks for the comment - glad you like the worksheet and explanation. I put my kids college fund in the investments section. It isn't exactly 'liquid' and it's not expected to fund my retirement were the two main factors that caused me to put it there.

@@MrGTMan002 thank you for the tip. One more thing: I am going to do this exercise quarterly. I figured out adjusting the dates with the formula on the input sheet. Is there an easy way to adjust the dates at the bottom of the net worth chart? I don't want to mess anything up. It looks like on the summary table I can do it manually. Thanks again

I actually have added that feature on my own Google Sheets. What I did was select the cell right below the net worth (Row 46). Start a formula by typing "=", then arrow up one cell to the current month's net worth value, then type "-" and then arrow up and left one cell to select the prior month's net worth. Press Enter. This calculates the difference this month compared to last month.

@@MrGTMan002 Wonderful, it took a little bit to figure it out since I don't program at all, but I eventually decided to follow your instructions to the "T" and it worked. Thank you for your response and sharing your video/sheet. I have since shared this with my children and have them building their net worth statements. Cheers

I think you might be looking at the bar instead of the line. The line on the chart is the net worth. The bars add up to show total assets and, on the negative side of zero, to see your total liabilities. Subtracting the liabilities from the assets gives the net worth, which is shown as a line on the chart. Does this make sense when you look at the chart now?

I will take look at the file to see what it would take to extend the range for the chart data as soon as I can get to it. For a quick fix, I think you could change the first date to Jan 2021 and then the file would show 2 years from that point on. Thanks for viewing and commenting!

@@MrGTMan002 Glen...your short term solution works perfectly. Much appreciated.

Thanks for the comments. Glad you found this net worth worksheet helpful! As far as changing the currency... I think that should be as simple as highlighting the cells and then clicking the number format... Find the currency symbol and change it to the C symbol. I will take a look later today.

So hopefully you were able to find out how to change the currency symbol. Here is a quick tip. 1) Click on the cell you want to change - test on one cell first, then click multiple cells to change a bunch at once. 2) With the cell selected, click on the "Format" menu. 3) Under the Format menu, click "Number", then "More Formats", then "More Currencies". Hopefully you will find what you are looking for in there.

I'm not sure exactly what you mean. I just double checked the template, and the formulas go across the sheet - for example on the "Input Tab", Row 2 and 3 formulas go across from columns D to AA. If you can provide some more specific cells for me to look at, I will take a look.

Were you able to figure it out? There would be a few steps... Add in some more rows on the input sheet. Copy formulas... check to see if they are working correctly. Expand chart range maybe. Let me know if you need some help and I can expand the template and make it available to you.

select a few right most rows by clicking on the headers, right click and choose add rows to the right. Copy the formulas into the new rows.

let me know if that is not enough explanation and I will add more specific details when I have a moment.

@@MrGTMan002Thank you, I can add rows to the input sheet tab. I am uncertain how to expand the net worth chart tab. Thank you so much!

Thanks for watching! I will keep your request in mind for rev 2. In the interim, you can use the fixed asset section and insert some extra lines if you like for real estate.

Yup, it be great if you can teach us how to add our own categories - I'd like to be able to add a crypto/collectibles category, which IMO are very different than traditional investments.

ah you just mentioned it. thanks

The various shades of red are your liabilities and/debts. The green bars are you assets.

Thanks for watching!

@@MrGTMan002 Got it. Thanks again!