OmniAura Finance Team
Designed by educators & planners
Net Worth & Investment Tracker Spreadsheet
The premium Google Sheets and Excel wealth tracker with automatic net worth calculation, investment portfolio tracking, savings rate dashboard, and retirement countdown. Google Finance integration inc
2,800+ members have access · 22 downloaded today
Choose your plan
Everything included in your subscription
23 bundles + 2 SaaS tools. If bought separately, that's $200+. Pro members pay $15/month.
Included in OmniAura Pro
Finance Starter Bundle + all 22 other premium products — from $15/month
How delivery works
Complete checkout
Secure payment via Stripe — takes under 60 seconds.
Instant access
Your download link appears immediately on the confirmation page.
Download & use
Open in your preferred app and start using right away.
What this does for you
Know exactly when you can retire.
Who it's for: Anyone working toward early retirement or financial freedom
About this product
The spreadsheet that financial advisors charge $500/hour to build. This Wealth OS gives you a real-time dashboard for your entire financial life: enter your brokerage balances once and the GOOGLEFINANCE formula auto-updates every stock price every day. The net worth sheet calculates assets minus liabilities automatically — with a 12-month trend chart that makes your progress visible. The investment allocations page shows your exact exposure to equities, bonds, cash, and real estate as percentages, flagging any target-allocation drift. The retirement calculator pulls from your actual savings and projects your retirement date in real time. Includes an emergency fund calculator, debt payoff tracker with interest cost display, and a one-page 'financial independence score' that shows exactly where you stand.
Try it before you download
No sign-in required to preview. Your own copy is saved to your Google/Notion account.
What's inside
- Auto-updating stock prices via GOOGLEFINANCE formula
- 12-month net worth trend chart — see progress at a glance
- Investment allocation dashboard with drift alerts
- Retirement date calculator — updates when you update balances
- Debt payoff tracker with total interest cost display
- Emergency fund calculator and 'months of runway' metric
Best for
Anyone who wants a premium, beautiful wealth dashboard without paying $30/month for a finance app like Monarch Money or Empower.
File types included
Excel (.xlsx)
Microsoft Excel 2016+
Google Sheets
Free with Google account
Software compatibility
✓ No special software required for PDF files. Excel files require Microsoft Excel 2016 or later, or Google Sheets (free).
What early reviewers say
Sarah M.
2 days agoHad the Canva Social Media Kit live in my client's project the same day — every layout pre-sized, I only needed to swap in the brand hex codes.
James T.
1 week agoThe budget spreadsheet cut my weekly tracking from four hours to about 20 minutes — it auto-calculates everything from my paycheck input. I open it every Monday.
Priya K.
2 weeks agoCustomised the Canva design in under 20 minutes for a client pitch deck. They asked where I got the file — I ended up recommending OmniAura to three colleagues.
License
Personal & Commercial License
Use in client work, your own products, and personal projects.
OmniAura Pro
Kids Learning + Budget Planner + 50+ premium products — all in one subscription
- 50+ premium products — instant access to all downloads
- kids learning & phonics printables
- Budget Planner — Google Sheets & Excel budgeting
- Excel, Notion, PDF, Canva & PNG formats
- Personal & commercial use license
- Priority support · New tools and bundles added continuously
Cancel anytime · Instant access · 30-day guarantee
What you're getting
Secure payment
Stripe encrypted
Instant delivery
Download now
30-day guarantee
Full refund
2,800+ subscribers
4.9★ avg rating
The transformation
You have investments and savings across 5 accounts but no idea what your total net worth is.
One 5-minute monthly update gives you your complete financial picture and tells you exactly what to do next.
Who uses this
Tracking your financial progress month over month
Knowing when your investments need rebalancing
Seeing your FI timeline update as you save more
Understanding whether your asset allocation matches your goals
What's inside — sheet by sheet
Click each tab to explore what every sheet does.
Net Worth Dashboard
Monthly snapshot with totals, trend chart, and FI progress.
Everything included
24-month net worth tracker with auto-chart
Asset allocation dashboard (stocks, bonds, real estate, cash)
Rebalancing alert when allocation drifts >5%
FI number calculator with progress bar
Retirement projection with current savings rate
Liabilities tracker (mortgage, loans, credit cards)
Customer reviews
187 reviews
Jennifer W.
✓ Verified2026-04-15
My monthly net worth ritual
Every 1st of the month I spend 10 minutes updating this. Watching the chart trend upward keeps me motivated like nothing else. 14 months in, up $67K.
Use case: Monthly tracking
39 people found this helpful
Carlos M.
✓ Verified2026-04-15
The rebalancing alerts are underrated
I was 5% overweight in US stocks and didn't know it. The alert told me exactly how many dollars to move to international. Brilliant feature.
Use case: Rebalancing
28 people found this helpful