Dane Financial, LLC Net Worth Tracker
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PLEASE CLICK FILE--DOWNLOAD AND DOWNLOAD AN EXCEL COPY TO EDIT
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Assets
Monthly Contribution
Employer Contribution
Asset Notes
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1/1/20162/1/20163/1/20164/1/20165/1/20166/1/20167/1/20168/1/20169/1/201610/1/201611/1/201612/1/2016
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Home
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Vehicles$10,000 $9,700 $9,400 $9,100 $8,800 $8,500 $8,200 $7,900 $7,600 $7,300 $7,000 $6,700
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Checking
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Savings
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401k
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401k
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IRA
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IRA
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Roth IRA$2,500 $2,958 $3,416 $3,874 $4,332 $3,800 $2,450 $2,975 $3,500 $3,958 $4,416 $4,874
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Life Ins. Cash Value
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Other
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Other
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Total$12,500 $12,658 $12,816 $12,974 $13,132 $12,300 $10,650 $10,875 $11,100 $11,258 $11,416 $11,574
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LiabilitiesMonthly PaymentInterest RateDebt Notes/Terms
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Mortgage
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Student Loans
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Auto Loan$5,000 $4,900 $4,800 $4,700 $4,600 $4,500 $4,400 $4,300 $4,200 $4,100 $5,500 $3,200
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Credit Cards
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Other
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Other
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Other
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Total$5,000 $4,900 $4,800 $4,700 $4,600 $4,500 $4,400 $4,300 $4,200 $4,100 $5,500 $3,200
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Net Worth
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Assets - Liabilities$7,500 $7,758 $8,016 $8,274 $8,532 $7,800 $6,250 $6,575 $6,900 $7,158 $5,916 $8,374
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IncomeIncome Notes
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Income 1
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Income 2
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Bonus 1
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Bonus 2
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Other
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Total$0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
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Other Notes
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