#TimeManagement 

The Personalized Net Worth Calculator

Calculate and track your net worth and see how long you could survive without income

Find out how long you could maintain your current lifestyle without income using our easy-to-use template. Calculate your net worth and see how long you could survive financially if you decided to quit your job to start your own business.

(12 customer reviews)

2673+ Downloads

Created By Eddie Rizvi

💬 Natively available in English

System Requirements: Windows 10 or better, OR Mac OS 11 Big Sur or better
Software Requirements: Microsoft Excel 2016

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The Personalized Net Worth Calculator - MacBook

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Description

The Personalized Net Worth Calculator is a tool designed to make it easier to visualize the financial impact of major changes in your life, especially in situations where you lose a job or main source of income. It gives you a detailed representation of your net worth, including all of your assets, property, debts and recurring monthly expenses. 

This calculator is perfect for those who are considering significant changes, such as starting a business, changing jobs or careers, or even preparing for the possibility of losing their job due to adverse circumstances. It provides a simple and effective method for assessing your financial stability over time, showing you how long you could sustain your current standard of living based on your current savings and expenses. This will help you establish a clearer time frame for your future plans or to make more conscious financial decisions. 

 

What can The Personalized Net Worth Calculator do for you?

  • ZIt gives you more financial clarity: It provides you with a complete picture of your current net worth, including assets, properties, and liabilities.
  • ZYou will be able to better plan your finances in case of adversity: Calculate how many months you could sustain your current lifestyle if you stopped receiving income, allowing you to plan for emergencies or significant changes in your work or professional life.
  • ZHelps you make more informed decisions about your wealth: By deciding whether it is financially viable, for example, to leave your job to start a business, based on how long you could survive without a fixed income.
  • ZYou will be able to track your financial goals: It allows you to set a net worth goal and shows you how close you are to reaching it, motivating and guiding your savings and investment efforts.
  • ZYou will have monetary flexibility: It offers the ability to manage multiple currencies (USD & CAD) and update the exchange rates, as needed.
  • ZYou will visualize the impact of properties: As it shows you your net worth before and after counting properties, offering a perspective of how liquid your wealth is.
  • ZYou will be able to have a time perspective of your net worth: By seeing graphically how your net worth changes over time, allowing you to visualize progress and adjust your plans.
  • ZYou will have a data backup: The Personalized Net Worth Calculator allows you to save copies of your net worth at different periods to review and compare historical progress, for when you need it.

What’s Included?

  • The Personalized Net Worth Calculator Template [Excel File in English]
  • iStep By Step Instructions on how to use this Easy Net Worth Calculator
  • A pre-filled copy of the template with dummy data so you can see how the template works and what you need to do
  • Lifetime updates and enhancements
  • Intuitive design, conditional formatting, smart formulas and much more
  • Invite to a private online community with like-minded individuals
  • Access on mobile and desktop (must have Excel 2016 or better)
  • Priority email support
  • Eddie’s Guarantee (100% refund within 14 days if you are not satisfied)
  • + a bonus note and offer from Eddie Rizvi

Who is this template for?

  • Anyone considering a career change, job or starting a business. 
  • People who want to know where they stand financially before making major life decisions that directly affect their wealth. 
  • People interested in tracking their financial health over time. 
  • It is also beneficial for anyone who wants a simple but effective way to monitor their financial situation.

Key Features and Benefits of theThe Personalized Net Worth Calculator

The Personalized Net Worth Calculator
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Set Default Currency

Easily set USD or CAD as your default
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Update Rates

Quickly Update the Exchange Rate as needed
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Set Currency by Account

Each account can be in either USD or CAD
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Balances at a Glance

See all your totals at a glance.
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Net Worth

See your Net Worth with and without Properties.
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How Long Can You Go?

See how long you can maintain your current lifestyle if you lose your job.
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Financial Snapshot

Save a snapshot of your Net Worth automatically for record keeping.
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Visually your Net Worth

See your Net Worth grow or decline over time.

Inclusion of multiple types of assets and liabilities ✔️

By calculating net worth including assets, properties and liabilities, the template provides you with a complete and realistic view of your current financial situation.

Updating property values ✔️

By allowing you to update the values of the properties you own, the tool helps you maintain an accurate assessment of your wealth in real time.

Automatic currency conversion ✔️

With this template you will be able to automatically handle currency conversions from USD to CAD or CAD to USD, simplifying the management of your assets to one default currency you choose.

Wealth duration estimation✔️

By showing how many months you could maintain your current lifestyle without income, this tool is of great benefit if you are assessing the risk of a career change or starting a new business.

 

Net Worth Goal ✔️

Setting and viewing a net worth goal will help you plan long-term financial goals and measure progress toward them.

Historical record ✔️

The ability to save and review copies of your financial data from previous periods allows you to analyze trends and make adjustments based on historical changes in your net worth.

Intuitive interface ✔️

A user-friendly interface helps you quickly manage and understand your financial situation without the need for advanced technical knowledge.

Liquidity analysis ✔️

By differentiating between net worth with and without property, you can understand how liquid your assets are and how quickly you could convert them to cash if necessary.

 

Graphical visualization ✔️

Viewing the change in net worth over time through graphs makes it easier to understand trends and the effectiveness of your financial strategies.

 

See what others are saying..

12 reviews for The Personalized Net Worth Calculator (Premium)

  1. Susie Pizano

    The customer service has been exceptional. I had a few questions and they responded quickly. The template works perfectly

  2. Diego Santander

    Easy to use and very informative, It helps a lot to have a clear view of my financial situation

  3. Aldo Solis

    Excellent! It is as described

  4. Alex Wassof

    I’ve just released it but from what I’ve seen and have felt it out, the value for money is very good. The design is very clean and nice

  5. Jack Jhoson

    Easy to use and really helped me organize my money! One of the best purchases ever!

  6. Margarita Ramos

    Buena herramienta, la opción de configurar diferentes monedas me ayuda mucho con mis cuentas en el extranjero

  7. Jhosep Sanchez

    I love this net worth tracker. It is very well designed and it is very motivating to see my net worth so I know how much money I would live on without income while starting my new cake business

  8. Justin

    I liked the graphical display function, it makes everything more understandable

  9. Erin Wardrop

    Perfect, very happy, just what I wanted

  10. Marlene Schuchard

    Good tool, although I would have appreciated more colors and design in the interface. It’s just my opinion, maybe for you it’s fine

  11. Valerie Roose

    It’s a good product, although it took me some time to understand all its functions

  12. Sergio Guzman

    Very good, delivered instantly and easy to use

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Meet The Creator

Eddie Rizvi Meet the Creator

Eddie is a top 1% IT / Tech project manager, operating as a consultant for billion and million dollar companies across North America. He has successfully managed a cumulative of $68M+ USD in project budgets to date, and implemented dozens of technology projects successfully in industries such as retail, security, manufacturing and e-commerce.

Some notable projects are:

    • Network refreshes, Windows 7 to 10 Migrations, Avaya Telephone system upgrades
    • Infrastructure implementation and upgrades, pricing label automation and implementation
    • eCommerce home delivery automation and fulfillment, Wifi router replacement and upgrade
    • New software development and deployment
    • End of life hardware/software migrations and upgrades
    • Retail store automation and innovation projects
    • Website design, development and product launch projects
    • Marketing, advertising and customer success projects

With over 10+ years of in-depth, extensively diverse, real world experience in leading global teams, creating efficacious project plans, managing risks and mitigating issues, Eddie is uniquely positioned as an authority and expert in the field of project management.

With Eddie's 'Life Changing Templates', he combines his in-depth technical knowledge and industry expertise, with his burning passion for delighting the human experience through beautiful and innovative template designs.

What you get are highly optimized and visually pleasing templates that have proven track records in being successfully used in fortune 500 companies, as well as in his personal life and hobby projects.

Eddie is fluent in both English & Spanish and lives in Toronto, Canada.

 

Frequently Asked Questions

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How does the Personalized Net Worth Calculator work?

_________________________

Add up all your assets and properties, subtract your liabilities and take into account your monthly expenses to calculate your net worth and your sustainability without income. By downloading the template you will also have access to a PDF guide with all the instructions you need to know to get the most out of it from day one.

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How can I benefit from using this template?

_________________________

Net worth calculator excel Template can significantly help you by providing you with the confidence and data you need to make informed decisions about major changes in your life and career. By understanding how long you can operate without income, you will be able to plan accordingly, set realistic goals for your new business and minimize financial risk. In addition, the ability to visualize the change in your net worth over time and set concrete financial goals will help motivate you and keep you focused on your long-term goals.

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What if my recurring expenses change over time?

_________________________

The template allows you to update your monthly recurring expenses as needed, reflecting changes in your financial outlook.

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Can this template help me if I have debts?

_________________________

Yes, it includes fields to enter liabilities, which will help you understand how debt affects your overall financial health.

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Is it suitable for tracking progress over time?

_________________________

Absolutely. Update your entries regularly (we recommend monthly), to see how your net worth is evolving and how long you could maintain your current lifestyle if you lost your job, for example.

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Is the net worth calculator Excel template difficult to use?

_________________________

No, it is designed to be simple and easy to use, allowing you to easily enter your financial data for immediate analysis.

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Is this template compatible with all versions of Excel?

_________________________

We recommend using Excel 2016 or newer for the best experience.

:
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What kind of technical support do you offer?

_________________________

We offer full technical support via email to resolve any questions you may have. We are ready to help you get the most out of your template just send an email to [email protected] and we will answer your request as soon as possible so you can have a great experience.

:
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Can I share the download with other people or sell the template to other people?

_________________________

No, each purchase of the template is intended for the exclusive use of the purchaser and may not be sold or distributed to anyone else.

Each template is protected by International Digital Copyright Laws.

If you wish to give the template as a gift to someone else, you must purchase another copy of the template.

:
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How does the 14-day guarantee work?

_________________________

If you are not satisfied with your purchase, you can send an email to [email protected] and request a refund.

In your email, please include the:

Order number

Your full name and the reason you are requesting a refund.

Please note that due to the nature of digital products, we have no way to revoke your access to the template once downloaded, even after you have requested a refund.

This guarantee is provided on the basis of trust and we will honor your request as long as it meets the 14-day criteria, but we reserve the right to stop honoring this request if we observe abuse (e.g. purchasing multiple templates and then requesting a refund only to keep the templates afterwards).

If you need financial assistance or cannot afford the nominal fee of the template price, please contact me at [email protected] and I will try to help you.

DOWNLOAD NOW

The Personalized Net Worth Calculator
The Personalized Net Worth Calculator - Mockup Box

EDDIE’S RISK FREE GUARANTEE

TRY THE TEMPLATE FOR 14 DAYS AND IF YOU DON’T LIKE IT, GET A 100% REFUND | SEE EDDIE’S GUARANTEE

Premium

$9.97

MOST⭐Popular⭐
  • ZThe Personalized Net Worth Calculator Template [Excel File in English]
  • ZStep By Step Instructions on how to use this Easy Net Worth Calculator
  • ZA pre-filled copy of the template with dummy data so you can see how the template works and what you need to do
  • ZLifetime updates and enhancements
  • ZIntuitive design, conditional formatting, smart formulas and much more
  • ZInvite to a private online community with like-minded individuals
  • ZAccess on mobile and desktop (must have Excel 2016 or better)
  • ZPriority email support
  • ZEddie’s Guarantee (100% refund within 14 days if you are not satisfied)
  • Z+ a bonus note and offer from Eddie Rizvi

Download Now

Advanced

$19.97

  • ZEverything in Premium +
  • ZUnlock the file to view formulas, change formatting, add code etc. (for advanced users looking to modify and enhance the template)

Download Now

Need sales support? Contact [email protected] | Mon – Sun | 8AM – 6PM EST.

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