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.
No credit card required
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 for private, manual net worth tracking
- 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 $24/year
See MonthlyWorth in Action
A visual overview of how the app helps you track your net worth
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 $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.
No credit card required