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Financial Snapshot Template
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Net Worth $ 219,202 Notes:
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Fixed Assets$269,800
- You may need to update some of the formulas if you add rows
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Other Securities $20,000
- This looks at your finances at a point in time. Copy the tab each time you refresh. It's inspiring to see the progress across tabs!
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Retirement + Education$128,579
- Copy and paste this spreadsheet into Google sheets or Excel. This is just a template!
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Cash On Hand$40,123
- If you share finances with someone, make sure to list the name of the account owner, and where the account lives. This makes it easier to update and review together
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- We look at our snapshot once a month, and use it as a basis for conversation
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Cash & Equivalents $ 40,123
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Checking Account - Joint $5,000
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Money Market Account - LL (ETrade)$0
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Money Market Account - DH (Fidelity)$123
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Savings Account - Joint$35,000
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Retirement + Education $ 128,579
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401k - Lovely Lady (Schwab)$17,620
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401k - Handsome Sir (Fidelity)$27,030
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IRA - Lovely Lady (Schwab)$37,000
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IRA - Handsome Sir (Fidelity)$25,000
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HSA - Handsome Sir$14,000
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Beloved Son 529$7,929
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Fixed Assets (Gross - Resale Value) $ 269,800
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Home $226,800
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2016 CR-V$17,000
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2017 Ridgeline$26,000
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Other Assets $ 20,000
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ETrade - Lovely Lady$20,000
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Liabilities (Mortgages - Car Loan)-$ 239,300
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Home -$170,100
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2016 CR-V-$10,000
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2017 Ridgeline-$17,000
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Visa - Lovely Lady-$6,200
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Amex - Handsome Sir-$6,200
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Student Loan - Lovely Lady-$29,800
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