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 template that can sync in transaction data from my bank accounts via a budgeting tool called .
For day-to-day net worth tracking, you could use the 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:
Copy this doc
Delete all sample data
Total Net Worth
Account
Want to print your doc?
This is not the way.
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.