Overview

This document is a simplified version of how I track my net worth over time in Coda.

For more day-to-day spend tracking and reporting, I also have a

Coda for YNAB⁠

template that can sync in transaction data from my bank accounts via a budgeting tool called

You Need a Budget⁠

For day-to-day net worth tracking, you could use the

Stocks⁠

pack or find a template from the gallery that uses it to show your net worth based on your specific investments.

To get started tracking your own net worth using this template:

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Copy this doc

⁠

Delete all sample data

⁠

Add your

Accounts⁠

Enter your

Year-end account balances⁠

Look at

Charts⁠

Start

Retirement planning⁠

by seeing your current safe withdrawal rate

Total Net Worth

Total Net Worth

Account

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