Skip the Google Sheets setup - start tracking in 2 minutes

Start free - no credit card required. Import your Google Sheets once, get automated reminders and charts without manual setup or formula building.

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No credit card required

Google Sheets templates promise easy net worth tracking, but they require manual chart setup, formula maintenance, and discipline to open every month. MonthlyWorth takes that same concept and wraps it in a purpose-built interface. Import your existing Google Sheets data via CSV, and from there forward, a guided wizard, automatic charts, and monthly email reminders keep your tracking consistent without the spreadsheet overhead.

Spreadsheet Pain Points

Common frustrations we solve

30+ minutes to set up Google Sheets templates from scratch
Manual chart building for every visualization - formulas break often
No automated reminders means missed months and incomplete data

Why MonthlyWorth?

No credit card required - start free with 12-month history
2-minute setup with guided onboarding wizard
Cross-platform: responsive web app for any device
CSV import with automatic category creation

Key Features

Everything you need to replace your spreadsheet workflow

One-click CSV import from Google Sheets with automatic category creation
Three interactive chart types: line trends, stacked categories, current allocation
Scheduled monthly email reminders with opt-out control
Historical editing: backdate snapshots and correct past values
150+ currencies with proper locale formatting for global users
Free tier with 12-month history, upgrade for unlimited access at $3/month or $24/year

See MonthlyWorth in Action

A visual overview of how the app helps you track your net worth

MonthlyWorth dashboard showing current net worth and month-over-month change

MonthlyWorth category allocation and breakdown

MonthlyWorth net worth trend chart over time

MonthlyWorth detailed financial overview

How It Works

Get started in minutes

1
Export your Google Sheets as CSV in 30 seconds
2
Upload during onboarding - categories created automatically
3
Update values monthly via guided 3-step check-in wizard
4
Get 3 chart types, email reminders, and historical editing

Privacy and security built-in

Clerk authentication with secure JWT tokens - industry-standard security
Database-level isolation ensures your data never mixes with other users
No bank connections means your credentials stay completely private
Encrypted data in transit and at rest for complete protection
Full data export and deletion controls from settings

Frequently Asked Questions

How do I migrate from Google Sheets?

Export your Google Sheets as CSV, then upload it to MonthlyWorth during onboarding or from the import page. We'll create your categories automatically and preserve all historical data so you can start tracking immediately.

What does the free tier include?

The free tier is perpetual (not time-limited) and includes all features with 12-month history access. Upgrade to $3/month or $24/year to unlock unlimited history and Premium Insights with performance metrics like all-time high and YTD growth.

Does MonthlyWorth have the same features as my Google Sheets template?

MonthlyWorth provides three automated chart types, monthly email reminders, historical editing, and a guided 3-step check-in wizard - features requiring manual setup in Google Sheets. Plus, 150+ currencies with locale formatting.

Can I still export my data like I could with Google Sheets?

Yes. MonthlyWorth offers one-click CSV export so you always have access to your complete financial history for offline backups, analysis, or migration to another tool.

Ready to get started?

Join MonthlyWorth today and start tracking your net worth with privacy and control.

Start free - no credit card