Wave 2

Compound · Long-horizon Finance

Net Worth Tracker

Name: Net Worth Tracker
Brand: Groundwork Planning
Price: 5.99 GBP
Availability: InStock
Rating: 4.8 (3 reviews)

"Know where you stand. Every quarter."

Long-horizon financial clarity. Net worth tracked quarterly over 12–36 months, savings rate, investment log, debt elimination progress, financial independence number.

£5.99

8 pages · All 7 formats

About the Net Worth Tracker

The tool that makes financial discipline visible over time. Not a monthly budgeting sheet — a long-horizon wealth architecture tool. Run it quarterly alongside the 90-Day Planner review.

Methodology · Compound

Small consistent actions that compound over time. This product tracks the leading indicators — the behaviours — not just the outcomes.

What's included — Net Worth Tracker printable

Net worth snapshot — assets minus liabilities. Quarterly. 12 quarters on one page.

Savings rate tracker — % of income saved per month. 24-month view.

Investment log — what you hold, what you added, current value

Debt elimination tracker — balance, payment, target payoff date

Financial independence number — target net worth and the gap

Annual financial review

Who is this for?

—Anyone using the Groundwork system who wants to go deeper on Compound

—People who want structure that actually connects to their goals

—Those who have tried generic planners and found them too vague

Customer reviews

4.8 ★★★★★ from 3 reviews

★★★★★

The format range is what sets Groundwork apart. I use the Notion template during the week and print the A5 for weekends. Both are properly designed — not an afterthought.

Alex H.Notion + A5

★★★★★

Clean, purposeful design. No wasted space, no filler prompts. This is what a planning tool should look like — everything on the page earns its place.

Priya S.GoodNotes

★★★★☆

Third Groundwork product I've bought. The consistency across the range means everything works together. Filofax sizes are accurate and the greyscale printing is crisp.

Marcus D.Filofax A5

Questions about this product

Common questions

What formats are included?

Every Groundwork product includes A4, A5, Filofax, and US Letter print sizes, plus a hyperlinked digital PDF for GoodNotes or Notability, plus a Notion template. All in a single download.

Is it undated?

Yes. All Groundwork products are undated — no pre-printed year, month, or day. Start any time, reprint as many times as you need.

How do I print at home?

Print on standard 80gsm paper in greyscale or colour. The designs are built to work in greyscale — no full-bleed backgrounds, so no wasted ink. Set quality to 'standard' not 'draft' for clean lines.

Does it work with GoodNotes or Notability?

Yes. The digital PDF has active hyperlinks and is optimised for stylus input on iPad. Works on GoodNotes, Notability, Xodo, and any other PDF annotation app.

Free download

Try the system free first.

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Net Worth Tracker

About the Net Worth Tracker

Common questions

Works well with

Try the system free first.

Read the methodology behind this tool.