Net Worth Calculator

This calculator was designed to help you to take a "picture" of your

current financial condition. Whereas an income and expense statement

shows you your financial picture for a period of time (month, year, etc.),

this Net Worth Calculator will show you your financial picture at a single

point in time (a specific date). That way, if you compute your Net Worth

now, and then again 3 months from now, you will be able to tell whether

your financial picture is improving or getting worse.

 

 

Starting at the top and working your way down, complete and calculate the totals for each of the six sections.

Be sure to click on each section's "Compute..." button before going on to the next section. Once you've

computed the entire worksheet, including the Summary Assets & Liabilities, click on the "Create Report"

button at the bottom of the worksheet. This will create a condensed report in a new window that you can

print-out and compare to your other Net Worth Reports.

 
Your Name Enter date to display on report
Assets Liabilities
Liquid Assets Short-Term
Cash (checking & savings accounts) Credit Cards
Short-Term Investments Car Loan
Treasury Bills Construction Liens/Notes/Balances Due
Savings Certificates Loan on Life Insurance
Money Market Funds Installment Loans
Cash Value of Life Insurance Accrued Income Taxes
Other Other Debt
Total Liquid Assets Total Short-Term Liabilities
Investment Assets Long-Term
Notes Receivable Loans to Purchase Personal Assets
Marketable Securities Loan to Acquire Business
Securities Mortgage on Personal Residence(s)
Bonds Note to Business
Real Estate (investment) Other
Tax Incentive Investments Other
Retirement Funds Other
Total Investment Assets Total Long-Term Liabilities
Personal Assets Contingent Liabilities
Residence Endorser
Vacation Property Guarantor (SBA Loan)
Art, Antiques Damage Claims
Furnishings Taxes
Vehicles Other
Other Other
Total Personal Assets Total Contingent Liabilities
Total Assets Total Liabilities
Net Worth