| A | B | C | D | E | F | G | H | I | J | |
|---|---|---|---|---|---|---|---|---|---|---|
1 | ||||||||||
2 | Date Prepared: | |||||||||
3 | ||||||||||
4 | Assets | Liabilities | Net Worth | |||||||
5 | ||||||||||
6 | Current Assets | Current Liabilities | Total Assets | $0.00 | ||||||
7 | Checking Account | $ | Credit Card Balances | $ | Total Liabilities | $0.00 | ||||
8 | Savings Account | $ | Short-term Loans | $ | Net Worth | $0.00 | ||||
9 | Money Market Account | $ | Unpaid Taxes | $ | ||||||
10 | Other | $ | Other | $ | ||||||
11 | Other | $ | Other | $ | ||||||
12 | Current Assets Subtotal | $0.00 | Current Liabilities Subtotal | $0.00 | ||||||
13 | ||||||||||
14 | Investments | Long-Term Liabilities | ||||||||
15 | Retirement Accounts (401k, IRA, etc.) | $ | Mortgage | $ | ||||||
16 | Non-retirement accounts (Brokerage, etc.) | $ | Car Loans | $ | Instructions: Fill in each of the grey cells. Your assets, liabilities, and net worth will automatically calculate. Current Assets are those which can be converted to cash within a year and do not have risk of diminishing value when withdrawing (e.g. checking account, savings account, Certificates of Deposit (CDs), Money Market Accounts, etc.) Current Liabilities are debts due within 12 months. | |||||
17 | Digital Assets (Bitcoin, NFTs, etc.) | $ | Student Loans | $ | ||||||
18 | Collectibles, art, etc. | $ | Personal Loans | $ | ||||||
19 | Other | $ | Other | $ | ||||||
20 | Other | $ | Other | $ | ||||||
21 | Investments Subtotal | $0.00 | Long-Term Liabilities Subtotal | $0.00 | ||||||
22 | ||||||||||
23 | Personal Property | TOTAL LIABILITIES | $0.00 | |||||||
24 | Home Value | $ | ||||||||
25 | Vehicle(s) | $ | ||||||||
26 | Personal Valuables (Jewelry, etc.) | $ | ||||||||
27 | Other | $ | ||||||||
28 | Other | $ | ||||||||
29 | Personal Property Subtotal | $0.00 | ||||||||
30 | ||||||||||
31 | TOTAL ASSETS | $0.00 | ||||||||
32 | ||||||||||