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.

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No credit card required

Spreadsheet-based net worth tracking works until it doesn't. Between broken formulas, version conflicts, and missing months, most people abandon their tracking habit within a year. MonthlyWorth replaces that fragile setup with a guided 3-step wizard that takes under 5 minutes each month. You keep full manual control of your data while gaining automated charts, email reminders, and a clean history you can actually trust.

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 to replace your spreadsheet workflow

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

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
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 $3/month or $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.

Start free - no credit card