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9/31/2021 9/31/2022 change in value

Assets
Cash and Cash Equivalents 0
cash on hand $0.00 $0.00 0
checking $200.00 $500.00 300
savings $0.00 $0.00 0
other $0.00 $0.00 0
Investment Assets
IRA or 401K (list each) $0.00 $0.00 0
education account $0.00 $0.00 0
other investment assets $0.00 $0.00 0
Personal Use Assets
car1 (blue book value) $0.00 $0.00 0
jewelry $100.00 $100.00 0
electronics $200.00 $500.00 300
other personal assets $7,000.00 $14,400.00 7400
Total Assets 7500.00 15500.00 8000

Liabilities
Current
bills due (list each) $7,800.00 $6,000.00 -1800
bills due (list each) $0.00 $0.00 0
bills due (list each)
Credit Card (min payment)
Credit Card (min payment)
Credit Cards and Other
Credit Card (total balance) $0.00 $0.00 0
Credit Card (total balance) $0.00 $0.00 0
Credit Card (total balance) $0.00 $0.00 0
Auto Loan1(list each, total owed) $0.00 $0.00 0
Personal Loans(list each, total owed) $0.00 $0.00 0
Education Loans(list each, total owed) $0.00 $0.00 0
Total Liabilities 7800.00 6000.00 -1800
Net worth -300.00 9500.00 9800

Note: Bold items will be calculated

Assignment: Fill in the value of your assets and liabilities now


Change the column heading to reflect today's date - you are calculating your assets and liabilities at this point in time.
You can then compare this to a year ago (or save this and compare it again a year from now).
You can also change the item headings or add rows to match your assets and liabilities.
ties at this point in time.

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