Did you know that not only Elon Musk, Jeff Bezos and Warren Buffett have a net worth – you do too!
Millennials With Money brings you a sophisticated yet simple file in order for you to keep track of your assets and liabilities in order to be able to calculate your net worth, and better manage your cash, investments and debt to improve your financial situation.
This file allows you to do the following:
- Input up to 60 assets and 60 liabilities covering a wide range of categories, such as investments, cash and savings, vehicles, property, short and long term debt. Once you have input all of your assets and liabilities, the file will calculate your Net Worth.
- Thanks to the magic of Microsoft Excel’s VBA (Visual Basic Application) automation, transfer your net worth statement into a historical tracking table at the click of a button each time you update the file. No more manual copying and pasting!
- Input foreign currency exchange rates in order to include assets held overseas or in foreign currencies, and also view your net worth in other currencies
- Visualise your asset to liability ratio, breakdown by category of assets/liabilities and Net Worth evolution over time using simple graphs.
The Excel file and download also contains a link to a detailed video demonstration of all the features listed above. Support for any queries or issues is also available via our web contact form, should assistance be required.