Name:

Date:

INCOME
Earned Income
Earned #1
Earned #2
Earned Total
Passive Income
Real Estate (NET)
Business (NET)
Passive Total
Portfolio Income
Interest
Dividends
Royalties
Portfolio Total
TOTAL INCOME

ANALYSIS
How Much Do You Keep?
Cash Flow/Total Income
$

Does Your Money Work For You?

Passive+Portfolio/Total I

#DIV/0!

***should be increasing

$
$

EXPENSES
Expenses
Taxes (Income)
Taxes (Real Estate)
Home Mortgage (or Rent)
Utilities
Maintenance
Home Insurance
Food and Clothing
Other Expenses
Tithing
Credit Card #1
Credit Card #2
Car Loan #1
Car Loan #2
School Loan #1
School Loan #2
TOTAL EXPENSES
$

NET MONTHLY CASH FLO

#DIV/0!

How Much Goes to Housing?

Housing Expenses/Inco

#DIV/0!

***keep under 33 percent

***keep under 33 percent

What Is Your Annual Return On Assets?

Pass+Port/Rich Dad Ass
#DIV/0!
***should be increasing

How Wealthy Are You?

Rich Dad Assets/Expens

#DIV/0!

***measured in months

(fair market value less mortgage)

Business Value (NET)

ASSETS TOTAL

DOODADS
Home
Car(s)
Other
DOODADS TOTAL

TOTAL ASSETS per Banke $

(Assets Total + Doodads)

TOTAL ASSETS per Rich D $

How Much Do You Pay In Taxes?

Income Taxes/Total Inc

How Much Do You Spend on Doodads?

Doodad Total/Banker As
#DIV/0!

ASSETS
ASSETS
Bank Accounts
Stocks
Bonds
Receivables
Real Estate

(Assets Total Only, No Doodads)

#DIV/0!

***should be increasing

LIABILITIES
LIABILITIES
Credit Cards
Car Loans
School Loans
Home Mortgage
Personal Loans
Other Debt
TOTAL LIABILITIES

NET WORTH per Banker

(Total Assets per Banker minus Total Liabilities)

NET WORTH per Rich Dad

(Total Assets per Rich Dad minus Total Liabilities)