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Net Worth Tracker

Track assets and liabilities to monitor your overall financial position.

Trusted by thousands of planners
Instant ResultsScenario Comparison100% Free
Inputs auto-save on this device. Shared links include current values.

Assets

Liabilities

Asset Mix

Liability Mix

$320,000.00

Total Assets

$172,500.00

Total Liabilities

$147,500.00

Net Worth

$27,500.00

Change vs Prior Snapshot

53.9%

Debt-to-Asset Ratio

18.8 mo

Liquidity Runway

Target progress: 29.5% of your net worth goal ($500,000.00).

What is the Net Worth Tracker?

The Net Worth Tracker calculates your true financial net worth by aggregating all liquid, investment, and physical assets, and subtracting all short-term and long-term liabilities.

It analyzes values such as current assets, liabilities, goal amount, timeline and returns insight through outputs like gap to goal, required contribution pace, progress status, readiness score.

This structure helps you compare alternatives, understand trade-offs, and identify whether your current strategy is aligned with your goals.

How to Use the Net Worth Tracker

1

Enter cash, bank accounts, stocks, retirement funds, real estate, and vehicle values.

2

Enter mortgages, student loans, auto loans, credit cards, and other liabilities.

3

Review your net worth, debt-to-asset ratio, and liquidity ratio.

Example Scenario

Example: planning with Net Worth Tracker

Start with a realistic baseline using your current numbers, then compare alternative assumptions before committing to a financial decision.

  • Input your current estimates for current assets, liabilities, goal amount, timeline.
  • Review the outputs for gap to goal and required contribution pace.
  • Adjust one important variable at a time and compare the impact.
Takeaway

Use the roadmap to prioritize the highest-impact financial actions first.

Why Use the Net Worth Tracker?

  • Net worth is the single most comprehensive metric of your overall financial health.
  • Distinguishes between illiquid home equity and immediately accessible liquid reserves.
  • Tracks wealth trajectory over time as liabilities decrease and investments compound.

Frequently Asked Questions

Yes, real estate is an asset, but enter its conservative market value and be sure to subtract the remaining mortgage balance. For retirement readiness, many planners also track 'Liquid Net Worth' excluding the primary home.

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