<aside> 🌿
Build Wealth with Clarity and Direction — updated monthly, not obsessively.
</aside>
<aside> 🛍️
Template highlights: Net worth snapshot, assets + liabilities tracking, monthly scorecard, and goals — all in one dashboard.
</aside>
| Field | Value |
|---|---|
| Name | Your name |
| Currency | Choose: EUR (€) / USD ($) / GBP (£) |
| Monthly update date | (e.g., 1st of each month) |
| My one financial goal this year | (e.g., Build a 6-month emergency fund) |
<aside> 💡
Enter your Total Assets and Total Liabilities from the table footers below. Net Worth calculates automatically.
</aside>
<aside> 📈
vs Last Month: [+X / +X%]
</aside>
<aside> 🧭
Direction of Travel: [▲ Growing / → Holding / ▼ Declining]
</aside>
<aside> ✅
Turn on the table footer and set Estimated Value → Sum to show Total Assets.
</aside>
<aside> 💰
🏦 Total Assets: ___ ← update from table footer each month
</aside>