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
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
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