|
Net Worth Calculator
|
|
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 and calculate the totals for each of the six sections. Be sure to click on each section's "Compute..." button before going on to the next section. Once you've computed the entire worksheet, including the Summary Assets & Liabilities, 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.
|
|
Cash Assets
|
|
Example Accounts
|
Asset Description |
Market Value |
Cash on Hand
Checking accounts
Savings accounts
Money market accounts
Money market fund accounts
Certificates of deposit
U.S. Treasury bills
Cash value of life insurance
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Instructions
Cash Assets
Investment Assets
Retirement Assets
Personal Assets
Unsecured Liabilities
Secured Liabilites
Totals
|
|
|
|
|
|
|
|
|
Total Cash Assets:
|
|
|
Investment Assets
|
|
Example Accounts
|
Asset Description |
Market Value |
Stocks
Bonds
Mutual Fund Investments
Partnership Interests
Other Investments
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Instructions
Cash Assets
Investment Assets
Retirement Assets
Personal Assets
Unsecured Liabilities
Secured Liabilites
Totals
|
|
|
|
|
|
|
|
|
Total Investment Assets:
|
|
|
Retirement Assets
|
|
Example Accounts
|
Asset Description |
Market Value |
Pension
IRA Accounts
KEOGH Accounts
401K
SEP
ESOP
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Instructions
Cash Assets
Investment Assets
Retirement Assets
Personal Assets
Unsecured Liabilities
Secured Liabilites
Totals
|
|
|
|
|
|
|
|
|
Total Retirement Assets:
|
|
|
Personal Assets
|
|
Example Accounts
|
Asset Description |
Market Value |
Principal Residence
Second Residence
Collectibles
Automobiles
Home Furnishings
Furs & Jewelry
Other Assets
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Instructions
Cash Assets
Investment Assets
Retirement Assets
Personal Assets
Unsecured Liabilities
Secured Liabilites
Totals
|
|
|
|
|
|
|
|
|
Total Personal Assets:
|
|
|
Unsecured Liabilities
|
|
Example Accounts
|
Asset Description |
Market Value |
Credit Cards
Charge Accounts
Student Loans
Alimony
Child Support
Tax Liability
Other
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Instructions
Cash Assets
Investment Assets
Retirement Assets
Personal Assets
Unsecured Liabilities
Secured Liabilites
Totals
|
|
|
|
|
|
|
|
|
Total Unsecured Liabilities:
|
|
|
Secured Liabilities
|
|
Example Accounts
|
Asset Description |
Market Value |
Auto Loans
Rec. Vehicle Loans
Appliance Loans
Home Mortgages
Home Equity Loans
Other Loans
Tax Liability
Other
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Instructions
Cash Assets
Investment Assets
Retirement Assets
Personal Assets
Unsecured Liabilities
Secured Liabilites
Totals
|
|
|
|
|
|
|
|
|
Total Secured Liabilities:
|
|
|
Summary of Assets & Liabilites
|
|
Category
|
Assets
|
Liabilities
|
|
Cash Assets
|
|
|
|
Investment Assets
|
|
|
|
Retirement Assets
|
|
|
|
Personal Assets
|
|
|
|
Unsecured Liabilities
|
|
|
Secured Liabilities
|
|
|
|
|
Totals
|
|
|
|
Net Worth
|
|