Replace your spreadsheet, keep manual control
Start free with 12-month history. Import your Excel or Google Sheets once, then track with charts, reminders, and zero formula maintenance.
No credit card required
Spreadsheet Pain Points
Common frustrations we solve
- 30+ minutes monthly fixing broken formulas and managing versions
- No automatic trend charts - manual setup required for every visualization
- Missing monthly check-ins leads to incomplete financial history
Why MonthlyWorth?
- Start free - no credit card required to begin tracking
- Free tier: perpetual 12-month history access forever
- Responsive design: works on mobile, tablet, and desktop
- 150+ currencies with proper locale formatting included
Key Features
Everything you need for private, manual net worth tracking
- Guided 3-step monthly check-in wizard replaces complex formulas
- Interactive charts: net worth trends, category breakdowns, allocation treemap
- Custom asset/liability categories with icons and ordering
- 150+ currencies with locale-aware formatting (1,234.56 vs 1.234,56)
- CSV import from spreadsheets + one-click export for backups
- Automatic monthly email reminders to stay consistent
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
2-minute onboarding: import your spreadsheet via CSV
- 2
Categories created automatically from your data
- 3
Monthly 3-step wizard: select month, enter values, review totals
- 4
View charts and trends automatically, edit any historical month
How MonthlyWorth keeps your data safe
- Secure Clerk authentication with JWT tokens and session management
- Database-level data isolation: each user's data is completely separate
- No bank connections or external API access - you control all data entry
- End-to-end encryption in transit (HTTPS) and at rest
- CSV export for offline backups and complete data portability
Frequently Asked Questions
Can I import my existing spreadsheet?
Yes - upload a CSV once and MonthlyWorth will create categories from your data automatically. You keep all historical data and can continue tracking from there without formulas or maintenance.
Do I keep manual control of categories?
Absolutely. Create any asset/liability category (stocks, loans, crypto, etc.), order them how you want, archive unused ones, and adjust values monthly. You have complete control without managing formulas.
Is there a free tier or trial?
MonthlyWorth starts free with perpetual access to 12 months of history. Upgrade to $24/year for unlimited history and Premium Insights with performance metrics. No credit card required to start.
How is this different from using Excel or Google Sheets?
MonthlyWorth eliminates formula maintenance, provides three automated chart types, sends monthly reminders, and keeps your data private. You get the same control without spreadsheet complexity or version chaos.
Ready to get started?
Join MonthlyWorth today and start tracking your net worth with privacy and control.
No credit card required