Net Worth Calculator_Demo

 

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Net Worth Calculator - Overvie Overview w Instructions Summary You may move from worksheet to worksheet by clicking on the grey buttons located at the top of each worksheet or the blue tabs at the bottom of this workbook. Each sheet is password protected in order to avoid inadvertent deletion of key form formulas. ulas. Enter data in the white cells with grey borders only $ 50,000 Use the drop down boxes when indicated. Printing: From Printing:  From the sheet you would like to print, press Ctrl+p Net Worth Summary This sheet summarizes summ arizes all your assets and liabilities per the data you enter into the Assets Detail and Using the drop down boxes at the top of the Summ Summary ary sheet, select how often you would like to track select the initial tracking period. Use the links (i.e. provi Liabilitie ilities s De (i.e.Checking Checking Accounts) Accountsprovided ) ded to enter the data on the Assets Detail and Liab If you would like to change the category names, names, you may do so on the Assets Detail and Liabilities names will then appear on the Summary sheet. Your Net Worth is calculated for you at the bottom of this sheet (Net Worth = Assets - Liabilities). Choose which periods you would would like to chart using the drop down window above each pie pie chart. For you may also choose to exclude particular assets/liabilities by using the drop down window next to "E Assets Detail Enter all your Asset information on this sheet. You may change the asset categories and labels on thi names will then appear on the Summary sheet). Use the "Back to Summary" arrow to return to the Summary sheet:

Back to Summary

Liabilities Detail Enter all all your your Liability Liability/Debt /Debt informatio information n on this this sheet. sheet. You may change change the liliabili ability ty categori categories es and lab lab names will then appear on the Summary sheet). Use the "Back to Summary" arrow to return to the Summary sheet:

Back to Summary

Net Worth Charts This sheet offers a high level summary of your assets, liabilities and net worth over time.  A second chart (off to the right) illustrates your asset detail. For alternate views, you may exclude up

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Assets Detail

Liabilities Detail

Charts

Quarterly Semiannually  Annually  

Liabilities Detail sheets. your net worth, then

 

 

ail sheets. etail sheets. Your customized

 

alternate views of the pie charts, clude"

 

is sheet only (your customized

ls on this sheet only (your customized

o two asset categories.

 

ven calculators & planners)

 

 

conditions: nted a "license" to use this product. nses originally purchased from

     

en consent from Simpleplanning.com.

   

sumptions, calculation errors, e.

 

Net Worth Summary

1st Tracking: Tracking:  Period:

Enter Your Name Here 

1H 2004 Click links links below  below to enter Asset Detail

Cash - Checking Accounts Cash - Savings Accounts Cash - Other   Accounts Receivable Real Estate Home Assets Retirement Funds Stocks

Bonds Other Investments  Automobiles Other Assets #1 Other Assets #2 Other Assets #3 Other Assets #4 Total Assets

This sheet is open to Demo Users

Track Net Worth:

Amount ($)

Purchase Net Worth Calculator for Only $9.95

2004

Assets

2H 2004 % of Total

Amount ($)

% of Total

Exclude:

Chart: 4%

$ 15,000 $ 15,000 $ 15,000 $ $ 150,000 $ 20,000 $ 97,500 $ 18,000 $ 10,000 $ 10,000 $ 16,000 $ 15,000 $ 5,000 $ $ -

4% 4% 4% 39% 5% 25% 5% 3% 3% 4% 4% 1%

$ 386,500

$ 25,000 $ 15,000 $ 15,000 $ $ 155,000 $ 22,000 $ 107,000 $ 25,000 $ 11,000 $ 12,000 $ 16,000 $ 15,000 $ 10,000 $ $ -

6% 4% 4%

6% 6%

41%

6%

36% 5% 25% 6% 3% 3% 4% 4% 2%

7% 7%

Retirement Funds

Home Assets

Stocks

Automobiles

Other Assets #1

Cash - Other  

Cash - Savings Accounts

Cash - Checking Accounts

Other Investments

Bonds

Other Assets #2

Liabilities Exclude:

Chart:

Liabilities (debt)  Accounts payable

$

500

0%

$

500

0%

Credit Card Debt Taxes payable Real Estate Debt  Automobiles Debt Other Home Assets Debt Other Liabilities/Debt #1 Other Liabilities/Debt #2 Other Liabilities/Debt #3 Other Liabilities/Debt #4

$ 2,250 $ 1,500 $ 100,000 $ 6,000 $ 5,000 $ 1,500 $ $ $ -

2% 1% 86% 5% 4% 1%

$ $ $ $ $ $ $ $ $

1,750 500 95,000 4,500 9,000 1,000 -

2% 0% 85% 4% 8% 1%

$ 116,750

$ 112,250

Ne Nett Wo Worth rth (As (Asse sets ts - Lia Liab bil iliiti tie es)

$ 269 69,7 ,75 50

$ 315,750

9%

8%

$ 428,000

Total Liabilities

2%

4%

9%

3%

9%

36%

13%

30%  Automobiles Debt

Other Home Assets Debt

Credit Card Debt

Other Liabilities/Debt #1

Taxes payable

Accounts payable

 

Assets Detail 1H 2004

Back to Summary

Back to Summary

Asset Description

Amount ($)

Cash - Checking Accounts #1 Cash - Checking Accounts #2 Cash - Checking Accounts #3

$ $

10, 000 5,000

Cash - Checking Accounts

$

15,000

Cash - Savings Accounts #1 Cash - Savings Accounts #2 Cash - Savings Accounts #3

$

15, 000

Cash - Savings Accounts

$

15,000

Cash - Other #1 Cash - Other #2

$

15, 000

Cash - Other

$

15,000

 Accounts receivable #1  Accounts receivable #2

2H 2004

% of Total

4%

4%

4%

Amount ($) $ $

15,000 10,000

$

25,000

$

15,000

$

15,000

$

15,000

$

15,000

% of Total

6%

4%

4%

 Accounts receivable #3

Accounts Receivable

$

-

Real Estate (market value) #1 Real Estate (market value) #2 Real Estate (market value) #3

$

Real Estate

$ 150,000

Home Assets (appliances, furniture, etc.) #1

$

20, 000

Home Assets

$

20,000

Retirement Funds (401k, IRA's, etc.) #1 Retirement Funds (401k, IRA's, etc.) #2 Retirement Funds (401k, IRA's, etc.) #3

$ $

72, 500 25, 000

Retirement Funds

$

97,500

Stocks #1 Stocks #2 Stocks #3

$

18, 000

Stocks

$

18,000

Bonds #1 Bonds #2 Bonds #3

$ $

5,000 5,000

Bonds

$

10,000

Other Investments #1

$

Other Investments #2 Other Investments #3

$

150, 000

$

39%

155,000

$ 155,000 $

22,000

$

22,000

$ $

80,000 27,000

36%

Home Assets (appliances, furniture, etc.) #2 Home Assets (appliances, furniture, etc.) #3

Back to Summary

5%

25%

$ 107,000 $

25,000

$

25,000

$ $

5,500 5,500

$

11,000

5,000

$

6,000

$

5,000

$

6,000

Other Investments

$

10,000

$

12,000

 Automobiles #1  Automobiles #2  Automobiles #3

$ $

10,000 6,000

$ $

10,000 6,000

Automobiles

$

16,000

$

16,000

Other Assets Other Assets Other Assets

$ $ $

5,000 5,000 5,000

$ $ $

5,000 5,000 5,000

Other Assets #1

$

15,000

$

15,000

Other Assets Other Assets Other Assets

$

5,000

$

10,000

Other Assets #2

$

5,000

$

10,000

5%

3%

5%

25%

6%

3%

 

Back to Summary

Back to Summary

Other Assets

3%

4%

4%

1%

3%

4%

4%

2%

Other Assets Other Assets

Other Assets #3

$

-

$

-

$

-

$

-

Other Assets Other Assets Other Assets

Other Assets #4 Total Assets

$ 386,500

100%

$ 428,000

100%

 

Liabilities Detail 1H 2004

Back to Summary

Back to Summary

Liability Description

Amount ($)

 Accounts payable #1  Accounts payable #2  Accounts payable #3

$

500

Accounts payable

$

500

Credit Card Debt #1 Credit Card Debt #2 Credit Card Debt #3

$ $ $

1,500 500 250

Credit Card Debt

$

2,250

Taxes payable #1 Taxes payable #2

$

1,500

Taxes payable

$

1,500

Real Estate Debt (remaining loan) #1 Real Estate Debt (remaining loan) #2

$

100, 000

2H 2004

% of Total

0%

2%

1%

Amount ($) $

500

$

500

$ $ $

1,000 500 250

$

1,750

$

500

$

500

$

95,000

% of Total

0%

2%

0%

Real Estate Debt (remaining loan) #3

Real Estate Debt

$ 100,000

 Automobiles Debt (remaining loan) #1  Automobiles Debt (remaining loan) #2  Automobiles Debt (remaining loan) #3

$ $

5,000 1,000

Automobiles Debt

$

6,000

Other Home Assets Debt #1

$

5,000

86%

5%

Other Home Assets Debt #2 Other Home Assets Debt #3

Back to Summary

$

95,000

$ $

4,000 500

$

4,500

$

4,000

$

5,000

$

9,000

$

1,000

$

1,000

Other Home Assets Debt

$

5,000

Other Liabilities/Debt Other Liabilities/Debt Other Liabilities/Debt

$ $

1,000 500

Other Liabilities/Debt #1

$

1,500

$

-

$

-

$

-

$

-

$

-

$

-

4%

1%

85%

4%

8%

1%

Other Liabilities/Debt Other Liabilities/Debt Other Liabilities/Debt

Other Liabilities/Debt #2 Other Liabilities/Debt Other Liabilities/Debt Other Liabilities/Debt

Other Liabilities/Debt #3 Other Liabilities/Debt Other Liabilities/Debt Other Liabilities/Debt

Back to Summary

Other Liabilities/Debt #4 Total Liabilities

$ 116,750

100%

$ 112,250

100%

 

Summary

Assets Detail

Liabilities Detail

Charts

Overview/ Help

Exclude from chart: Exclude from chart:

Net Worth Charts Total Assets Total Liabilities Net Worth

Asset Trends

1H 2004

2H 2004

1H 2005

2H 2005

$ 386,500 $ 116,750 $ 269,750

$ 428,000 $ 112,250 $ 315,750

$ 447,000 $ 113,250 $ 333,750

$ 466,000 $ 105,250 $ 360,750

 $200,000  $180,000  $160,000  $140,000  $120,000

 $500,000  $100,000  $450,000  $80,000  $400,000

 $60,000

 $350,000  $40,000  $300,000

 $20,000

 $250,000

 $1H 2004

 $200,000  $150,000  $100,000  $50,000 $Total Assets

Total Liabilities

Net Worth

2H 2004

1H 2005

Stocks Home Assets Cash - Checking Accounts Other Assets #1 Cash - Other  Cash - Savings Accounts  Automobiles Other Investments Bonds Other Assets #2 Other Assets #4 Other Assets #3

2H 2005

1H 2004

2H 2004

1H 2005

2H 2005

Retirement Funds Real Estate  Accounts Receivable