Yes, there are automated tools that help you calculate your net worth, but there’s something about manually doing this process (takes about 15 minutes) once a quarter that allows me to hold a tighter grip on our financials. Download your copy of the Personal Financial Statement (PFS) Calculator spreadsheet I use here.

If you already own or have ambitions to own a small multifamily (2-4 units) then download our Small Multifamily Income Expense Worksheet for a pre-closing due diligence checklist and a post-close income & expense tracking spreadsheet that helps with tax preparation. This spreadsheet is for folks who self manage or hire professional PMs.