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  • Stetement of Net Worth

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    Yasir Hafeez Tariq, M.Phil. Scholar, Institute of Management Studies, UoP
    27 views6 pages
    This document is a statement of net worth that lists a person's assets and liabilities. It includes sections for cash and bank accounts, investments, personal property, and current debts, mortgage, and loans. For each category, common asset and debt types are listed along with blanks to fill in values. The document aims to determine the total assets owned and debts owed to calculate an overall net worth.

    Original Description:

    A FREE TEMPLATE TO CALCULATE NET WORTH OF SMALL BUSINESS.

    Original Title

    STETEMENT OF NET WORTH

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    This document is a statement of net worth that lists a person's assets and liabilities. It includes sections for cash and bank accounts, investments, personal property, and current debts, mortgage, and loans. For each category, common asset and debt types are listed along with blanks to fill in values. The document aims to determine the total assets owned and debts owed to calculate an overall net worth.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    27 views6 pages

    Stetement of Net Worth

    Uploaded by

    Yasir Hafeez Tariq, M.Phil. Scholar, Institute of Management Studies, UoP
    This document is a statement of net worth that lists a person's assets and liabilities. It includes sections for cash and bank accounts, investments, personal property, and current debts, mortgage, and loans. For each category, common asset and debt types are listed along with blanks to fill in values. The document aims to determine the total assets owned and debts owed to calculate an overall net worth.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    of 6

    STATEMENT OF NET WORTH

    NAME
    NET WORTH
    DATE

    ASSETS (what you own)


    CASH AND BANK ACCOUNTS

    Cash on hand
    Cheque accounts
    Savings accounts
    Money market funds
    Cash value of life insurance
    Other (specify)
    Other (specify)
    Other (specify)
    Other (specify)

    TOTAL CASH AND BANK ACCOUNTS

    INVESTMENTS (market value)

    Certificates of deposit
    Stocks
    Bonds
    Mutual Funds
    Annuities
    IRAs
    401(k), 403(b), 457 Plans
    Pension Plan
    Other (specify)
    Other (specify)
    Other (specify)
    Other (specify)

    TOTAL INVESTMENTS

    PERSONAL PROPERTY (present value)

    Automobiles
    Recreational Vehicle/Boat
    Home Furnishings
    Appliances and Furniture
    Collections
    Jewellery and Furs
    Other (specify)
    Other (specify)
    Other (specify)
    Other (specify)

    TOTAL PERSONAL PROPERTY


    TOTAL ASSETS

    LIABILITIES (what you owe)


    CURRENT DEBTS

    Household
    Medical
    Credit cards
    Department store cards
    Back taxes
    Legal
    Other (specify)
    Other (specify)
    Other (specify)
    Other (specify)

    TOTAL CURRENT DEBTS

    MORTGAGE

    Home
    Land
    Other (specify)
    Other (specify)
    Other (specify)
    Other (specify)

    TOTAL MORTGAGE

    LOANS

    Bank/Finance company
    Bank/Finance company
    Automobile
    Recreational Vehicle/Boat
    Education
    Life Insurance
    Personal (from family or friends)
    Other (specify)
    Other (specify)
    Other (specify)
    Other (specify)

    TOTAL LOANS
    TOTAL LIABILITIES
    -

    Amount

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    Amount

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