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To use this spreadsheet:
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1. Please select "File > Download > Microsoft Excel" to save a copy to your computer.
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2. Replace the example data with your own data.
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NET WORTH STATEMENT
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FULL NAME:
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DATE:NET WORTH (Assets - Liabilities):$0.00
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ASSETS (What you own)
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BANK ACCOUNTS & CASHDESCRIPTIONAmount
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Cash on hand$0.00
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Chequing account(s)$0.00
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Savings account(s)$0.00
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Money Market Funds$0.00
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Cash value of life insurance$0.00
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Other (specify)$0.00
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TOTAL BANK ACCOUNTS & CASHTOTAL:$0.00
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INVESTMENTSDESCRIPTIONAmount
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Certificates of deposit
$0.00
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Stocks$0.00
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Bonds$0.00
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Mutual Funds$0.00
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Annuities$0.00
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Pension Plan$0.00
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Other (specify)$0.00
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TOTAL INVESTMENTSTOTAL:$0.00
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PERSONAL PROPERTYDESCRIPTIONAmount
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Automobiles$0.00
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Watercraft$0.00
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Off Road Vehicles$0.00
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Home Furnishings$0.00
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Appliances and Furniture$0.00
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Jewellery and Furs$0.00
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Collections$0.00
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Other (specify)$0.00
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TOTAL PERSONAL PROPERTYTOTAL:$0.00
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TOTAL ASSETS$0.00
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LIABILITIES (What you owe)
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CURRENT DEBTSDESCRIPTIONAmount
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Household$0.00
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Credit cards$0.00
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Department store cards$0.00
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Medical$0.00
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Back taxes$0.00
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Legal$0.00
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Other (specify)$0.00
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TOTAL CURRENT DEBTSTOTAL:$0.00
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MORTGAGESDESCRIPTIONAmount
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Property/Land$0.00
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Home(s)$0.00
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Other (specify)$0.00
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TOTAL MORTGAGETOTAL:$0.00
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LOANSDESCRIPTIONAmount
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Bank Loan(s)$0.00
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Finance company$0.00
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Vehicle$0.00
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Watercraft$0.00
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Off Road Vehicles$0.00
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Life Insurance$0.00
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Personal (Family or friends)$0.00
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Other (specify)$0.00
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TOTAL LOANSTOTAL:$0.00
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TOTAL LIABILITIES$0.00
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