Executive Net Worth & Wealth Dashboard

Know your number. 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.

What's inside

• Dashboard: net worth and key ratios, allocation by asset category, by tax wrapper and by liquidity, with charts.
• Assets and Liabilities: list every account and debt. Each debt shows its yearly interest cost and how many months until it's cleared.
• UK tax-year allowances: see what's left of your ISA and pension allowances.
• Cash Flow: your typical month, with savings rate.
• Monthly Tracker: enter your totals once a month to build your net worth history and chart (36 months).
• Goals: up to five targets with the monthly amount needed to reach each, using a return you choose.

Details

• Excel (.xlsx) workbook with formulas already built and sample figures to show how it works. No bank connection and no subscription: one file you own.
• Calculates in Excel; it will usually open in Google Sheets or Numbers too, but formatting and charts may differ.
• Instant digital download. Personal-use licence.

Educational and organisational tool only, not financial advice. Goal projections use assumed returns, are illustrative and are not guaranteed.