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Net Worth Calculator - Overview

Instructions Summary You may move from worksheet to worksheet by clicking on the grey buttons located at the top of each worksheet or the blue tabs at the bottom of this workbook. Each sheet is password protected in order to avoid inadvertent deletion of key formulas. Enter data in the white cells with grey borders only $ 50,000 Use the drop down boxes when indicated. Printing: From the sheet you would like to print, press Ctrl+p
Assets Detail

Net Worth Summary This sheet summarizes all your assets and liabilities per the data you enter into the Assets Detail and Liabilities Detail Using the drop down boxes at the top of the Summary sheet, select how often you would like to track your net worth, th select the initial tracking period. Use the links (i.e.Checking Accounts) provided to enter the data on the Assets Detail and Liabilities Detail sheets. If you would like to change the category names, you may do so on the Assets Detail and Liabilities Detail sheets. Yo names will then appear on the Summary sheet. Your Net Worth is calculated for you at the bottom of this sheet (Net Worth = Assets - Liabilities). Choose which periods you would like to chart using the drop down window above each pie chart. For alternate views o you may also choose to exclude particular assets/liabilities by using the drop down window next to "Exclude"

Assets Detail Enter all your Asset information on this sheet. You may change the asset categories and labels on this sheet only (you names will then appear on the Summary sheet). Use the "Back to Summary" arrow to return to the Summary sheet:
Back to Summary

Liabilities Detail Enter all your Liability/Debt information on this sheet. You may change the liability categories and labels on this sheet names will then appear on the Summary sheet). Use the "Back to Summary" arrow to return to the Summary sheet:
Back to Summary

Net Worth Charts This sheet offers a high level summary of your assets, liabilities and net worth over time. A second chart (off to the right) illustrates your asset detail. For alternate views, you may exclude up to two asset cate

Financial Calculators available at www.simpleplanning.com - Budget Planner - Mortgage Calculator - Investment Calculator - Tax Calculator - Retirement Planner - 401k Calculator Software License Agreement

- Net Worth Calculator - Complete Planner (includes all seven calculators

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Assets Detail

Liabilities Detail

Charts

Quarterly Semiannually Annually

ts Detail and Liabilities Detail sheets. like to track your net worth, then

Liabilities Detail sheets. nd Liabilities Detail sheets. Your customized

ie chart. For alternate views of the pie charts, ow next to "Exclude"

d labels on this sheet only (your customized

ories and labels on this sheet only (your customized

y exclude up to two asset categories.

ncludes all seven calculators & planners)

ng terms and conditions: chaser is granted a "license" to use this product. umber of licenses originally purchased from

thout the written consent from Simpleplanning.com.

inaccurate assumptions, calculation errors, g this software.

Net Worth Summary

Enter Your Name Here

This sheet is open to Demo Users Track Net Worth: 1st Tracking: Period: 2004 Purchase Net Worth Calculator for Only $9.95

1H 2004
Click links below to enter Asset Detail
Amount ($) % of Total 4% 4% 4% 39% 5% 25% 5% 3% 3% 4% 4% 1%

2H 2004
Amount ($) % of Total 6% 4% 4% 36% 5% 25% 6% 3% 3% 4% 4% 2% Chart:
4%

Assets
Exclude:
4% 2%

Cash - Checking Accounts Cash - Savings Accounts Cash - Other Accounts Receivable Real Estate Home Assets Retirement Funds
Stocks

Bonds Other Investments Automobiles Other Assets #1 Other Assets #2 Other Assets #3 Other Assets #4 Total Assets
Liabilities (debt) Accounts payable Credit Card Debt Taxes payable Real Estate Debt Automobiles Debt Other Home Assets Debt Other Liabilities/Debt #1 Other Liabilities/Debt #2 Other Liabilities/Debt #3 Other Liabilities/Debt #4

$ 15,000 $ 15,000 $ 15,000 $ $ 150,000 $ 20,000 $ 97,500 $ 18,000 $ 10,000 $ 10,000 $ 16,000 $ 15,000 $ 5,000 $ $ $ 386,500

$ 25,000 $ 15,000 $ 15,000 $ $ 155,000 $ 22,000 $ 107,000 $ 25,000 $ 11,000 $ 12,000 $ 16,000 $ 15,000 $ 10,000 $ $ $ 428,000

6%
6%

41%

6%
7% 7% 8%
Retirement Funds Stocks Other Assets #1 Cash - Savings Accounts Other Investments Other Assets #2

9%
Home Assets Automobiles Cash - Other Cash - Checking Accounts Bonds

Liabilities
Chart: Exclude:
9% 9% 3% 36%

$ 500 $ 2,250 $ 1,500 $ 100,000 $ 6,000 $ 5,000 $ 1,500 $ $ $ $ 116,750 $ 269,750

0% 2% 1% 86% 5% 4% 1%

$ $ $ $ $ $ $ $ $ $

500 1,750 500 95,000 4,500 9,000 1,000 -

0% 2% 0% 85% 4% 8% 1%

13%

30%
Automobiles Debt Other Home Assets Debt

Total Liabilities Net Worth (Assets - Liabilities)

$ 112,250 $ 315,750

Credit Card Debt Taxes payable

Other Liabilities/Debt #1 Accounts payable

Assets Detail
1H 2004 Asset Description
Back to Summary

2H 2004 Amount ($)

$ $ 4% 15,000 10,000

Amount ($)
$ $ 10,000 5,000

% of Total

% of Total

Cash - Checking Accounts #1 Cash - Checking Accounts #2 Cash - Checking Accounts #3

Cash - Checking Accounts

Cash - Savings Accounts #1 Cash - Savings Accounts #2 Cash - Savings Accounts #3

$
$

15,000
15,000

$
$

25,000
15,000

6%

Cash - Savings Accounts

Cash - Other #1 Cash - Other #2

$
$

15,000
15,000

4%

$
$

15,000
15,000

4%

Cash - Other
Back to Summary

15,000

4%

15,000

4%

Accounts receivable #1 Accounts receivable #2 Accounts receivable #3

Accounts Receivable
Real Estate (market value) #1 Real Estate (market value) #2 Real Estate (market value) #3

$
$

150,000

$
$

155,000

Real Estate
Home Assets (appliances, furniture, etc.) #1 Home Assets (appliances, furniture, etc.) #2 Home Assets (appliances, furniture, etc.) #3

$ 150,000
$ 20,000

39%

$ 155,000
$ 22,000

36%

Home Assets
Retirement Funds (401k, IRA's, etc.) #1 Retirement Funds (401k, IRA's, etc.) #2 Retirement Funds (401k, IRA's, etc.) #3

$
$ $

20,000
72,500 25,000

5%

$
$ $

22,000
80,000 27,000

5%

Back to Summary

Retirement Funds
Stocks #1 Stocks #2 Stocks #3

$
$

97,500
18,000

25%

$ 107,000
$ 25,000

25%

Stocks
Bonds #1 Bonds #2 Bonds #3

$
$ $

18,000
5,000 5,000

5%

$
$ $

25,000
5,500 5,500

6%

Bonds

10,000

3%

11,000

3%

Back to Summary

Other Investments #1 Other Investments #2 Other Investments #3

$ $

5,000 5,000

$ $ 3%

6,000 6,000

Other Investments
Automobiles #1 Automobiles #2 Automobiles #3

$
$ $

10,000
10,000 6,000

$
$ $

12,000
10,000 6,000

3%

Automobiles
Other Assets Other Assets Other Assets

$
$ $ $

16,000
5,000 5,000 5,000

4%

$
$ $ $

16,000
5,000 5,000 5,000

4%

Other Assets #1
Other Assets Other Assets Other Assets

$
$

15,000
5,000

4%

$
$

15,000
10,000

4%

Back to Summary

Other Assets #2
Other Assets Other Assets Other Assets

5,000

1%

10,000

2%

Other Assets #3
Other Assets Other Assets Other Assets

Other Assets #4 Total Assets

100%

100%

$ 386,500

$ 428,000

Liabilities Detail
1H 2004 Liability Description
Back to Summary

2H 2004 Amount ($)

$ 500

Amount ($)
$ 500

% of Total

% of Total

Accounts payable #1 Accounts payable #2 Accounts payable #3

Accounts payable
Credit Card Debt #1 Credit Card Debt #2 Credit Card Debt #3

$
$ $ $

500
1,500 500 250

0%

$
$ $ $

500
1,000 500 250

0%

Credit Card Debt

Taxes payable #1 Taxes payable #2

$
$

2,250
1,500

2%

$
$

1,750
500

2%

Taxes payable
Back to Summary

$
$

1,500
100,000

1%

$
$

500
95,000

0%

Real Estate Debt (remaining loan) #1 Real Estate Debt (remaining loan) #2 Real Estate Debt (remaining loan) #3

Real Estate Debt

Automobiles Debt (remaining loan) #1 Automobiles Debt (remaining loan) #2 Automobiles Debt (remaining loan) #3

$ 100,000
$ $ 5,000 1,000

86%

$
$ $

95,000
4,000 500

85%

Automobiles Debt
Other Home Assets Debt #1 Other Home Assets Debt #2 Other Home Assets Debt #3

$
$

6,000
5,000

5%

$
$ $

4,500
4,000 5,000

4%

Other Home Assets Debt

Other Liabilities/Debt Other Liabilities/Debt Other Liabilities/Debt

$
$ $

5,000
1,000 500

4%

$
$

9,000
1,000

8%

Back to Summary

Other Liabilities/Debt #1
Other Liabilities/Debt Other Liabilities/Debt Other Liabilities/Debt

1,500

1%

1,000

1%

Other Liabilities/Debt #2
Other Liabilities/Debt Other Liabilities/Debt Other Liabilities/Debt

Other Liabilities/Debt #3
Back to Summary

Other Liabilities/Debt Other Liabilities/Debt Other Liabilities/Debt

Other Liabilities/Debt #4 Total Liabilities

100%

100%

$ 116,750

$ 112,250

Summary

Assets Detail

Liabilities Detail

Charts

Overview/ Help

Asset Trends
Exclude from chart:

Net Worth Charts

1H 2004 Total Assets Total Liabilities Net Worth $ 386,500 $ 116,750 $ 269,750 2H 2004 $ 428,000 $ 112,250 $ 315,750 1H 2005 $ 447,000 $ 113,250 $ 333,750 2H 2005 $ 466,000 $ 105,250 $ 360,750

Exclude from chart:

$200,000 $180,000 $160,000 $140,000 $120,000

$500,000 $100,000 $450,000 $80,000 $400,000 $60,000 $350,000 $300,000 $250,000 $200,000 $150,000 $100,000 $50,000 $Total Assets
1H 2004 Stocks Home Assets Cash - Checking Accounts Other Assets #1 Cash - Other Cash - Savings Accounts Automobiles Other Investments Bonds Other Assets #2 Other Assets #4 Other Assets #3 Retirement Funds Real Estate Accounts Receivable

$40,000 $20,000 $1H 2004 2H 2004 1H 2005 2H 2005

14 2 13 1 9 8 7 4 10 12 11

Total Liabilities
2H 2004 1H 2005 2H 2005

Net Worth