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Net Worth Calculator V2

Net Worth Calculator V2
This calculator was designed to help you to take a "picture" of your current financial condition. Whereas an income and expense statement shows you your financial picture for a period of time (month, year, etc.), this Net Worth Calculator will show you your financial picture at a single point in time (a specific date). That way, if you compute your Net Worth now, and then again 3 months from now, you will be able to tell whether your financial picture is improving or getting worse.

Starting at the top and working your way down, complete the totals for each of the six sections. Once you've completed the entire worksheet, click on the "Create Report" button at the bottom of the worksheet. This will create a condensed report in a new window that you can print-out and compare to your other Net Worth Reports.

Your Name Enter date to display on report
Assets Liabilities
Liquid Assets Short-Term
Cash (checking & savings accounts) Credit Cards
Short-Term Investments Car Loan
Treasury Bills Construction Liens/Notes/Balances Due
Savings Certificates Loan on Life Insurance
Money Market Funds Installment Loans
Cash Value of Life Insurance Accrued Income Taxes
Other Other Debt
Total Liquid Assets Total Short-Term Liabilities
Investment Assets Long-Term
Notes Receivable Loans to Purchase Personal Assets
Marketable Securities Loan to Acquire Business
Securities Mortgage on Personal Residence(s)
Bonds Note to Business
Real Estate (investment) Other
Tax Incentive Investments Other
Retirement Funds Other
Total Investment Assets Total Long-Term Liabilities
Personal Assets Contingent Liabilities
Residence Endorser
Vacation Property Guarantor (SBA Loan)
Art, Antiques Damage Claims
Furnishings Taxes
Vehicles Other
Other Other
Total Personal Assets Total Contingent Liabilities
Total Assets Total Liabilities
Net Worth
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