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Important note:
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You cannot edit the master copy of this file.
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To create a version you can edit (in other
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words, a version with which you can enter
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your own numbers), you have two options.
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1. To use in Google Docs, go to the File menu
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and select "Make a Copy".
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Net Worth Statement
2. To use on your own computer (in Microsoft
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Excel, for example), go to the File menu
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Date10/13/2015
<-- enter today's date
and select "Download As".
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Please let me know if you have suggestions
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Assets
Liabilities
for improvement!
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--j.d.
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Cash
Mortgages
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CheckingPrimary Home
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SavingsSecondary Home
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Certificates of DepositRental Properties
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Cash on HandTotal$0.00
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Total$0.00
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Physical Assets
Revolving Debts
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Primary HomeVisa
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Secondary HomeMasterCard
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Rental PropertiesAmerican Express
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FurnitureDiscover
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JewelryOther
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CollectiblesTotal$0.00
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Vehicle #1
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Vehicle #2
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RVs, boats, etc.
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Other
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Total$0.00
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Investments
Installment Debt
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401(k)sVehicle #1
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IRAsVehicle #2
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Brokerage AccountsRVs, boats, etc.
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Business EquityStudent Loans
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Life InsurancePersonal Loans
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OtherOther
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Total$0.00Total$0.00
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TOTAL ASSETS
$0.00
TOTAL LIABILITIES
$0.00
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NET WORTH: Total Assets - Total Liabilities =
$0.00
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