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Asset Division Tracker
An asset division spreadsheet for two people separating who need to see the whole financial picture in one place. List every asset and debt, mark what is marital and what is separate, assign each item to one side, and the workbook calculates the equalization payment that lands the split where you agreed. It opens in Microsoft Excel and in Google Sheets, has no macros and nothing to install, and is yours to reuse as often as you like.
What you get
- Asset inventory capturing fair market value, any loan against the item, net equity and the marital share, with a valuation source column so every figure can be traced
- Marital or separate classification per item, with a marital percentage for anything only partly in the estate
- Separate inventories for debts and for retirement and deferred accounts, which are usually split under different rules
- Assign each item to Party A or Party B and the Settlement Dashboard shows the running balance by category
- Set your target split and the workbook calculates the equalization payment - the cash one side pays the other to reach it
- Opens in Excel and in Google Sheets
$16.99one-time, no subscription
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What it does
- Asset inventory capturing fair market value, any loan against the item, net equity and the marital share, with a valuation source column so every figure can be traced
- Marital or separate classification per item, with a marital percentage for anything only partly in the estate
- Separate inventories for debts and for retirement and deferred accounts, which are usually split under different rules
- Assign each item to Party A or Party B and the Settlement Dashboard shows the running balance by category
- Set your target split and the workbook calculates the equalization payment - the cash one side pays the other to reach it
- Anything not yet allocated is flagged with its value, so nothing quietly falls through the gaps
What it looks like
Every tab in the workbook
These are the actual sheet names in the file, not a feature list.
- Settlement Dashboard
- Settlement Summary
- Getting Started
- Asset Inventory
- Debt Inventory
- Retirement Accounts
Works in
- Microsoft Excel 2016 or later, Windows and Mac
- Google Sheets — upload to Drive and open
- No macros, no add-ins, no subscription
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