Net Worth Calculator
Calculate Your Personal Balance Sheet
Your Name:
Date:
Assets
Liquid Assets
Cash (Checking & Savings Accounts):
Short-Term Investments:
Treasury Bills:
Savings Certificates:
Money Market Funds:
Cash Value of Life Insurance:
Other Liquid Assets:
Total Liquid Assets: $
0.00
Investment Assets
Notes Receivable:
Marketable Securities:
Securities:
Bonds:
Real Estate (Investment):
Tax Incentive Investments:
Retirement Funds:
Total Investment Assets: $
0.00
Personal Assets
Residence:
Vacation Property:
Art, Antiques:
Furnishings:
Vehicles:
Other Personal Assets:
Total Personal Assets: $
0.00
Liabilities
Short-Term Liabilities
Credit Cards:
Car Loan:
Construction Liens/Notes/Balances Due:
Loan on Life Insurance:
Installment Loans:
Accrued Income Taxes:
Other Short-Term Liabilities:
Total Short-Term Liabilities: $
0.00
Long-Term Liabilities
Loans to Purchase Personal Assets:
Loan to Acquire Business:
Mortgage on Personal Residence(s):
Note to Business:
Other Long-Term Liabilities:
Other Long-Term Liabilities:
Other Long-Term Liabilities:
Total Long-Term Liabilities: $
0.00
Contingent Liabilities
Endorser:
Guarantor (SBA Loan):
Damage Claims:
Taxes:
Other Contingent Liabilities:
Other Contingent Liabilities:
Total Contingent Liabilities: $
0.00
Total Assets:
0.00
Total Liabilities:
0.00
Net Worth:
0.00
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