Net Worth Tracker for Professionals & Teams
See all your personal and business wealth in one dashboard. Track your assets, liabilities, goals, and progress in Siddhify – holistic project management software. You won’t need spreadsheets anymore.
Why Do Most People Lose Sight of Their Wealth
Scattered accounts
Bank accounts, invoices, business accounts, and loans are stored in different locations.
Confusing spreadsheets
Manual updates are time-consuming and prone to mistakes.
Missed goals
No clear plan or progress for savings, debt, or business value.
Siddhify’s Net Worth Tracker – Clarity for Money and Life
Siddhify puts your assets and liabilities together in one dashboard.
You can see a live net worth chart, break down assets by category, set goals, and download clear PDF reports.
It’s made for freelancers, CEOs, and small teams who want to grow wealth and keep balance.
“We built the net worth tracker so busy professionals can make confident money decisions without extra tools.” — Predrag Kovacevic, Head of Digital Marketing, Siddhify”
What the Net Worth Tracker Does for You
Key Features
Manage net worth categories & buckets
Group assets and liabilities into business, savings, property, loans, etc. → Know which areas push your net worth up or down.
Add assets & liabilities
Manual entry or bulk upload of accounts and balances. → Fast setup and accurate snapshots.
Net worth chart (trend line)
Watch growth over time. → See progress, not just numbers.
Pie chart by net worth category
Visual breakdown of where your wealth sits. → Easier decisions about rebalancing or saving.
Filter by category/type/buckets
Drill into specific asset groups. → Quick answers to “where did my money go?”
Set net worth goal value
Create targets and track progress. → Stay motivated and hit milestones.
Download PDF report
Export a clean, shareable report. → Use it for advisors, partners, or bookkeeping.
Manage currency & multi-currency support
Work with international income and accounts. → See unified totals in your preferred currency.
AI insights & suggestions
Smart alerts and growth tips based on your data. → Make better financial decisions faster.
Start Tracking in 3 Easy Steps
Why This Matters for Professionals & Teams
Replace manual spreadsheets
and monthly accounting checks to save time.
See visual insights
that reveal where to invest or reduce liabilities.
Connect business performance
and personal financial goals for alignment.
Track your progress
and plan with confidence to reduce stress.
Pricing for Individuals, Freelancers, and Teams
Free — Get Started Fast
Track your net worth with core tools for assets, liabilities, and categories—no spreadsheets needed.
Standard — Smarter Personal Tracking
Includes Free features plus customizable configuration tools for clearer financial insights.
Premium — Full Power, Deeper Insights
Unlock buckets, multi-currency support, PDF reports, and AI insights for smarter decisions.
Enterprise — For Growing Teams & Businesses
All Premium features plus shared dashboards, admin controls, and priority support for teams.
What Clients Have to Say About Siddhify
“I was unsure at first but my goodness is it fantastic. The more I work with it the better it gets. Other PM tools don’t even come close.”
— Posted on AppSumo
“An excellent platform to manage projects, goals, tasks, teams, and net worth — all in one. One of the best purchases I’ve ever made.”
— Posted on AppSumo
“A killer app designed specifically to manage projects with entrepreneurs in mind.”
— Posted on G2
“Collaborating remotely was never easy before Siddhify. I can see who is working on what instantly.”
— Posted on G2
Frequently Asked Questions (FAQ)
A: A net worth tracker lists your assets and liabilities, calculates your net worth (assets minus liabilities), and shows how it changes over time.
A: Yes. The tracker supports both personal and business accounts in a single dashboard. You can view combined totals or separate views.
A: Add accounts manually or upload balances. Group into categories like savings, investments, or loans.
A: Yes. You can enter assets in different currencies and view totals in your preferred currency.
A: Yes. Download a PDF report that summarizes your net worth, pie charts, and goal progress.
A: Yes. Team plans include shared dashboards, combined views, and admin controls. Book a demo to see team features.
Monthly updates work well. Updating accounts often gives near-real-time changes.
Quick Onboarding – What Happens After Signup
Start Tracking in a Balanced Way
Join professionals and teams who are growing wealth while maintaining a life balance. No spreadsheets. One dashboard. Clear targets.