Suggested columns
Record name, type, person/entity, ownership share, value or balance, as-at date, source document, related asset or liability, and next review date. Use separate rows for a property and its mortgage. Enter an item once within the chosen personal or household scope. The worksheet can help you prepare a net worth calculation; Financial Portfolio can later connect the underlying records rather than leaving the relationship in a note cell.
Can I use this as a net worth spreadsheet template?
The CSV gives you columns for assets, liabilities, owners, values, dates and source documents. It is a register rather than a pre-built spreadsheet with formulas. Open it in your spreadsheet software and add any calculations you need, or use the net worth calculator for a checked arithmetic snapshot.
Which fields make a family asset register useful?
Record the asset or debt name, person or entity, value or balance, source date and supporting document location. For shared holdings, state your scope and allocation method. Avoid adding a property at full value and then adding its equity again.