FoundationsTemplateInteractive tool

Budget & Net-Worth Tracker

Track monthly cash flow alongside assets and liabilities so you can watch net worth move — not just the checking balance.

Free to try

The month and the decade, on one screen.

Free to try

Budget & Net-Worth Tracker

Track monthly cash flow alongside assets and liabilities so you can watch net worth move — not just the checking balance.

Monthly income
$
$
Monthly expenses
$
$
$
$
$

Monthly surplus

$2,150

Savings rate 31.6%

Income
$6,800
Expenses
$4,650
Net worth today
-$102,700
Assets
$125,000
Liabilities
$227,700
Net worth in 12 months
-$76,900

Largest line: Housing at $1,900 a month — 28% of income.

Assets
$
$
$
Liabilities
$
$
$

Calculations run in your browser. Nothing you enter here is stored or transmitted.

Budgeting tells you about the month. Net worth tells you about the decade. This tracker keeps both on one screen so progress is visible even in months that feel flat.

What’s inside
  • Monthly cash-flow summary rolled up by category
  • Asset register: cash, retirement, brokerage, property, business
  • Liability register with balances and rates
  • Net-worth trend by month and year

Who it’s for

People who want one number that summarizes the whole picture.

Your Next Step

Tools help. A plan helps more.

Join the Blueprint as a free member, or schedule a 1:1 consultation and get a personalized plan for your path.

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