This document is a net worth tracking sheet that allows a user to track the value of their assets and liabilities over time. The sheet includes sections to track cash and bank accounts, investments, retirement savings, property, personal possessions, debts, and taxes owed. Inputting values every 30, 60, and 90 days enables the user to calculate and view their net worth at different points in time by subtracting total liabilities from total assets.
This document is a net worth tracking sheet that allows a user to track the value of their assets and liabilities over time. The sheet includes sections to track cash and bank accounts, investments, retirement savings, property, personal possessions, debts, and taxes owed. Inputting values every 30, 60, and 90 days enables the user to calculate and view their net worth at different points in time by subtracting total liabilities from total assets.
This document is a net worth tracking sheet that allows a user to track the value of their assets and liabilities over time. The sheet includes sections to track cash and bank accounts, investments, retirement savings, property, personal possessions, debts, and taxes owed. Inputting values every 30, 60, and 90 days enables the user to calculate and view their net worth at different points in time by subtracting total liabilities from total assets.
ASSETS (what you own) DATE: __/__/__ __/__/__ __/__/__ __/__/__ Cash & bank accounts CASH & LIQUID Bonds, term deposits and investment certificates ASSETS Money owed to you Other Mutual Funds MARKETABLE Stocks ASSETS Real Estate Investments Business interests Other LONG-TERM Registered Retirement Savings Plan ASSETS Cash value of life insurance Pension plans & profit sharing Other (Offshore, etc.) PERSONAL Personal residence ASSETS Recreational property Vehicles Recreational equipment Household furnishings & equipment Collectibles (art, stamps, coins, jewelry, etc.) Other TOTAL ASSETS LIABILITIES (what you owe) SHORT-TERM Charge accounts & credit cards DEBT Line of credit/overdraft Loans (car loan, etc.) Unpaid bills Taxes (Income tax or property tax owing) Other (Charitable pledges, family obligations etc.) LONG-TERM Home mortgage DEBT Other mortgage loans Other TOTAL LIABILITIES