The "Get Organized" Spreadsheet from SageCouple
 Share
The version of the browser you are using is no longer supported. Please upgrade to a supported browser.Dismiss

 
View only
 
 
ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
2
Instructions
3
1. COPY THIS SPREADSHEET BEFORE FILLING IT OUT. CLICK ON FILE > MAKE A COPY. GIVE IT A NAME.
4
2. FILL OUT THE YELLOW FIELDS. YOU CAN RENAME THE LINE ITEMS IF YOU NEED TO. DON'T CHANGE THE FORMULAS.
5
6
Net Worth
7
8
NET WORTH
9
Partner 1 Name$0
10
Partner 2 Name$0
11
12
Assets - What You Own
Partner 1 Name
Partner 2 Name
NotesLiabilities - What You Owe
Partner 1 Name
Partner 2 Name
Notes
13
CashFill this outFill this out
What's in your wallet or in the house
Credit Card Balance 1Fill this outFill this outRemaining balance that you owe
14
Checking 1Fill this outFill this outTotal balanceCredit Card Balance 2Fill this outFill this outRemaining balance that you owe
15
Checking 2Fill this outFill this outTotal balanceCredit Card Balance 3Fill this outFill this outRemaining balance that you owe
16
Savings 1Fill this outFill this outTotal balanceCredit Card Balance 4Fill this outFill this outRemaining balance that you owe
17
Savings 2Fill this outFill this outTotal balanceCredit Card Balance 5Fill this outFill this outRemaining balance that you owe
18
Savings 3Fill this outFill this outTotal balanceCredit Card Balance 6Fill this outFill this outRemaining balance that you owe
19
Gift CardsFill this outFill this outRemaining balanceCredit Card Balances$0$0
20
Health Savings / Flexible Spending AccountFill this outFill this outRemaining balance
21
Cash - Not Invested$0$0Student Loan 1Fill this outFill this outRemaining amount that you owe
22
Student Loan 2Fill this outFill this outRemaining amount that you owe
23
Certificates of DepositFill this outFill this outMarket valueStudent Loan 3Fill this outFill this outRemaining amount that you owe
24
Stocks / Bonds / Mutual Funds / ETFs / Commodities
Fill this outFill this outMarket valueStudent Loan 4Fill this outFill this outRemaining amount that you owe
25
Equity Investments in Private CompaniesFill this outFill this outEstimated valueStudent Loan Balances$0$0
26
Vested Stock OptionsFill this outFill this outMarket value
27
Other InvestmentsFill this outFill this outMarket / estimated valueMortgage - HomeFill this outFill this outRemaning principle that you owe
28
Investments / Brokerage Accounts$0$0Mortgage - Second HomeFill this outFill this outRemaning principle that you owe
29
Mortgage - Rental PropertyFill this outFill this outRemaning principle that you owe
30
401(k) 1Fill this outFill this outVested valueHome Equity LoanFill this outFill this outRemaning principle that you owe
31
401(k) 2Fill this outFill this outVested valueReal Estate$0$0
32
401(k) 3Fill this outFill this outVested value
33
IRA 1Fill this outFill this outMarket valueCar LoanFill this outFill this outRemaining amount that you owe
34
IRA 2Fill this outFill this outMarket valueOther Vehicle LoanFill this outFill this outRemaining amount that you owe
35
Roth IRAFill this outFill this outMarket valueLine of CreditFill this outFill this outRemaining amount that you owe
36
Other Retirement AccountFill this outFill this outMarket / vested valuePersonal LoanFill this outFill this outRemaining amount that you owe
37
Retirement Accounts$0$0Medical BillsFill this outFill this outRemaining amount that you owe
38
Small Business LoanFill this outFill this outRemaining amount that you owe
39
HomeFill this outFill this outMarket valueOther LiabilitiesFill this outFill this outRemaining amount that you owe
40
Second HomeFill this outFill this outMarket valueTotal Other Liabilities$0$0
41
Rental PropertyFill this outFill this outMarket value
42
Other Real EstateFill this outFill this outMarket value
43
Real Estate$0$0
44
45
CarFill this outFill this outBlue book (resale) value
46
Other Vehicles (Boat, Motorcycle, RV)Fill this outFill this outBlue book (resale) value
47
Valuables (Art, Collectibles, Jewelry, Furniture)Fill this outFill this outEstimated resale value
48
Money Others Owe YouFill this outFill this out
Remaining balance including interest
49
Life Insurance Cash Surrender ValueFill this outFill this outEstimated value
50
Other AssetsFill this outFill this outEstimated value
51
Total Other Assets$0$0
52
53
Total Assets$0$0Total Liabilities$0$0
54
55
Loyalty Programs
56
57
Points
Partner 1 Name
Partner 2 Name
58
DeltaFill this outFill this out
59
AmericanFill this outFill this out
60
UnitedFill this outFill this out
61
SouthwestFill this outFill this out
62
JetBlueFill this outFill this out
63
Other AirlineFill this outFill this out
64
Other AirlineFill this outFill this out
65
HiltonFill this outFill this out
66
StarwoodFill this outFill this out
67
MarriottFill this outFill this out
68
HyattFill this outFill this out
69
IHGFill this outFill this out
70
Other Hotel ChainFill this outFill this out
71
Other Hotel ChainFill this outFill this out
72
AmtrakFill this outFill this out
73
American Express Membership Rewards PointsFill this outFill this out
74
Chase Ultimate RewardsFill this outFill this out
75
Citibank ThankYou PointsFill this outFill this out
76
CapitalOne PointsFill this outFill this out
77
Other Credit Card ProgramFill this outFill this out
78
Other Credit Card ProgramFill this outFill this out
79
Total Points00
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
Loading...
Main menu