06 Jul Building a Net Worth Tracker using No-Code
The completion of a quarter is typically accompanied by some personal house cleaning. A GTD (“getting things done”) review of the Important, not Urgent, paying estimated taxes, a marital money review, and updating the bean counters that measure your personal assets.
As an investor with a very long-term horizon, I’ve long eschewed directly linking my accounts using Mint or Personal Capital. Not only are the daily mark-to-market fluctuations distracting, they can create an imagined (and false) urgency to take action. Additionally, with a small portfolio of private investments, I wanted something I could tailor to my own preferences, including:
- Ease in inputting and updating each quarter
- Ability to customize risk profiles for private investments
- Calculate expected returns
- Ability to run simple scenario analyses
- Create multiple views around liquidity, tax-deferred accounts
Want to use the template yourself?
Copy the template into your own Notion workspace by clicking the button below ?
Check out our full Notion Library
If you’re feeling overwhelmed by Notion and the No-Code movement, we’ve got you covered with our tutorials.