Get This Template
Get the
Finance Tracker OS
✓ Free Updates
✓ One-Time Payment
✓ Lifetime Access
WHAT IT IS
Know exactly what you own and what you owe — and watch your net worth grow over time.
A net worth tracking system built inside Notion that automatically calculates from your Tangible Assets, Intangible Assets, and Liabilities databases. Every entry feeds the central Net Worth database, giving you a real-time view of your complete financial position.
1 Template
WHAT IT HELPS YOU DO
See Your Full Financial Position at a Glance
Document tangible and intangible assets with type, value, and condition details
Record liabilities including loans, debts, and ongoing financial obligations
Calculate net worth automatically from all documented assets and liabilities
Estimate current asset and liability values using the optional Value Calculator
Visualize your financial position through overview charts and category breakdowns
Add notes and context to each entry for clarity and future reference
A sneak peek inside
CORE FEATURES
Everything the system is built on.
Net Worth
Automatic calculation and visual breakdown of your financial position
Tangible Assets Tracking
Physical items with value, status, and condition notes
Intangible Assets Tracking
Accounts, investments, and non-physical holdings
Liabilities
Debts and obligations with type, value, and acquired date
Optional Value Calculator
Estimate current worth using appreciation or depreciation rates
Categories
Built-in categorization tables for each asset and liability type
AI Prompts
Built-in AI prompts to categorize any asset or liability
The Process
From duplicate to daily use.
Example entries
Multiple views
Flexible layout
Light / Dark
Any Notion plan
