| A | B | C | D | E | F | G | H | |
|---|---|---|---|---|---|---|---|---|
1 | Net Worth | |||||||
2 | ||||||||
3 | Total Assets | 0.00 | 0.00 | 0.00 | 117,502.68 | |||
4 | - Total Liabilities | |||||||
5 | Net Worth | $0.00 | $0.00 | $0.00 | $117,502.68 | |||
6 | ||||||||
7 | Assets (what you own) | June 2015 | June 2016 | June 2017 | June 2018 | |||
8 | Cash and Equivalents | |||||||
9 | Checking Account 1 | |||||||
10 | Checking Account 2 | |||||||
11 | Savings Account 1 | |||||||
12 | Savings Account 1 | |||||||
13 | Savings Account 3 | |||||||
14 | Cash | |||||||
15 | Total Cash: | 0.00 | 0.00 | 0.00 | 0.00 | |||
16 | Non-Retirement Investments | |||||||
17 | Investment Account 1 | |||||||
18 | Investment Account 2 | |||||||
19 | Investment Account 3 | |||||||
20 | Investment Account 4 | |||||||
21 | Investment Account 5 | |||||||
22 | Total Investments: | 0.00 | 0.00 | 0.00 | 0.00 | |||
23 | Retirement Investments | |||||||
24 | John Hancock (Travis Industries) | 6,824.30 | ||||||
25 | Ameritrade Roth | 76,817.40 | ||||||
26 | Telsa 401K | 33,860.98 | ||||||
27 | Retirement Account 4 | |||||||
28 | Retirement Account 5 | |||||||
29 | Total Retirement Investments: | 0.00 | 0.00 | 0.00 | 117,502.68 | |||
30 | Fixed Assets | |||||||
31 | Real Estate (Use Zillow.com to find market Value) | |||||||
32 | Car 1 (use KBB.com to find resale value) | |||||||
33 | Car 2 (use KBB.com to find resale value) | |||||||
34 | Boats, Motorcycles, Planes, etc | |||||||
35 | Jewerly and collectibles | |||||||
36 | Other | |||||||
37 | Total Fixed Assets: | 0.00 | 0.00 | 0.00 | 0.00 | |||
38 | Liabilities(what you owe) | |||||||
39 | Credit Card 1 | |||||||
40 | Credit Card 2 | |||||||
41 | Credit Card 3 | |||||||
42 | Auto Loan 1 | |||||||
43 | Auto Loan 2 | |||||||
44 | Other Loan | |||||||
45 | Home Equity Line | |||||||
46 | Mortgage | |||||||
47 | Other | |||||||
48 | Other | |||||||
49 | Other | |||||||
50 | Total Liabilities: | 0.00 | 0.00 | 0.00 | 0.00 | |||