{"product_id":"executive-net-worth-wealth-dashboard-2","title":"Executive Net Worth \u0026 Wealth Dashboard","description":"\u003cp\u003e\u003cstrong\u003eKnow your number.\u003c\/strong\u003e A ready-built Excel dashboard that turns everything you own and owe into one clear picture: net worth, liquid net worth, debt ratio, savings rate and how many months of spending your cash would cover.\u003c\/p\u003e\u003ch3\u003eWhat's inside\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eDashboard:\u003c\/strong\u003e net worth and key ratios, allocation by asset category, by tax wrapper and by liquidity, with charts.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAssets and Liabilities:\u003c\/strong\u003e list every account and debt. Each debt shows its yearly interest cost and how many months until it's cleared.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eUK tax-year allowances:\u003c\/strong\u003e see what's left of your ISA and pension allowances.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eCash Flow:\u003c\/strong\u003e your typical month, with savings rate.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMonthly Tracker:\u003c\/strong\u003e enter your totals once a month to build your net worth history and chart (36 months).\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eGoals:\u003c\/strong\u003e up to five targets with the monthly amount needed to reach each, using a return you choose.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eDetails\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eExcel (.xlsx) workbook with formulas already built and sample figures to show how it works. No bank connection and no subscription: one file you own.\u003c\/li\u003e\n\u003cli\u003eCalculates in Excel; it will usually open in Google Sheets or Numbers too, but formatting and charts may differ.\u003c\/li\u003e\n\u003cli\u003eInstant digital download. Personal-use licence.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003e\u003cem\u003eEducational and organisational tool only, not financial advice. Goal projections use assumed returns, are illustrative and are not guaranteed.\u003c\/em\u003e\u003c\/p\u003e","brand":"CapitalCraft Wealth","offers":[{"title":"Default Title","offer_id":59546484080988,"sku":"CCW-NETWORTH-02","price":29.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1064\/0293\/9228\/files\/dashboard-01-hero_1.jpg?v=1792235220","url":"https:\/\/capitalcraftwealth.com\/products\/executive-net-worth-wealth-dashboard-2","provider":"CapitalCraft Wealth","version":"1.0","type":"link"}