Track Your Net Worth Over Time and Project Your Financial Future

Monitor your assets, liabilities, and net worth in one place, track your progress, and project your financial future with Premium.

Benefits of Using the Premium Version

Tracking your net worth is an essential part of optimizing your financial health. With the Net Worth Snapshot Premium template, you don’t just get a clear picture of your current financial situation—you can project your financial future and track your progress over time. This template gives you the tools to make smarter financial decisions, based on both the past and future trends of your finances.

This template helps you:

• See your net worth at a glance, including breakdowns of your assets and liabilities
• Track your progress over time with a combined line chart that helps visualize your finances
• Project your financial future by adding future estimates to see where you could be heading
• Identify trends in your net worth, assets, and liabilities to make informed financial decisions
• Stay motivated to save and invest by seeing how your financial situation is evolving month over month
• Plan for big goals like buying a home, retiring, or achieving financial independence

What’s Included?

This template offers everything you need to track your current net worth, monitor your financial progress, and project your future wealth. Here’s what you’ll get:

• Centralized Dashboard to see your net worth, assets, and liabilities all in one place
• Combined Line Chart to track your financial history and project your financial future
• Asset Allocation Breakdown to see how your assets are distributed across categories
• Liability Allocation Breakdown to see how your liabilities are spread out across categories
• Historical Tracking to monitor how your net worth, assets, and liabilities have evolved over time
• Projection Tools to forecast future net worth based on your current trends and goals

How Does It Work?

1. Enter Your Assets and Liabilities: Add your assets (e.g., savings, investments, etc) and liabilities (e.g., loans, credit card debt, etc) to the template.
2. Track Your Progress: As you add data month-to-month, the template automatically calculates your net worth and tracks your financial progress over time.
3. Visualize Trends: Use the combined line chart to see how your assets, liabilities, and net worth have evolved—and where they might be headed.
4. Project Your Future: Add estimates for future assets and liabilities to project your financial future and plan for your long-term goals.

What Else Is Included?

• Unlimited Entries for assets, liabilities, and future projections
• Lifetime Access & Updates so you can continue tracking and projecting your financial progress as your situation evolves
• Customizable Template to fit your unique financial picture

Frequently Asked Questions

1. Who is the Net Worth Snapshot Premium for?
   • This template is perfect for both beginners and more experienced users who want to track their net worth and financial progress. Whether you’re just getting started or you’ve been tracking for a while, this template gives you more power to monitor trends and project your financial future.
2. What’s the difference between the Lite and Premium versions?
   • The Lite version offers a simple snapshot of your current net worth, while the Premium version includes historical tracking and projection tools, allowing you to visualize your past financial trends and forecast your future net worth. The Premium version is perfect for users who want to take a deeper dive into their financial data and plan ahead.
3. What is Notion?
   • Notion is a free platform that helps you organize and manage all aspects of your life. The Net Worth Snapshot Premium is built in Notion, making it easy to use and customize to fit your needs—no tech skills required!
4. Can I share this with anyone else?
   • No. This product is licensed for personal use only. If you’re interested in bulk purchases or enterprise licensing, please contact me at squinty@squinty.xyz
5. Can I be your affiliate?
   • Absolutely! You can sign up as an affiliate here.
6. Can I ask you questions?
   • Of course! Email me at squinty@squinty.xyz, and I’d be happy to help.