Since 1996, JaxWorks has offered a suite of Free Excel workbooks and spreadsheets, and associated MS Word, PDF

and HTML
documents, that cover a number of financial, accounting and sales functions. These are invaluable small business tools.

Also included Free are:

- business plan tools, including spreadsheets and excellent instructions
- Excel functions glossary and guide;
- free training courses for most Microsoft Office applications. These guides are in PDF format and rival commercial books!
- comprehensive list of acronyms, ratios and formulas in customer financial analysis, and financial terms;
- suite of online calculators, including, breakeven analysis, productivity analysis, business evaluation;
- Altman Z-Score (covering publicly and privately held firms, and small businesses);
- and payroll analysis.

If you are involved in financial analysis at any level, or want to learn more about MS Excel and other applications in the Office suite
this site is invaluable.

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 Personal Wealth Analysis
Your Name
May 2, 2023

Annual Realized Income Net Worth Worksheet

Monthly wages, salary $5,000 Property Assets Liabilities

Dividends and interest 100 Residence $150,000 Home mortgage $70,000
Other 10 Vacation home 200,000 Other mortgage 30,000
Total monthly Income $5,110 Furnishings 50,000 Bank loans 1,000
Other Income (Annual Amounts) Jewelry and art 10,000 Auto loans 20,000
Business income $10,000 Automobiles 30,000 Credit cards 5,000
Capital gains 2,000 Other 10,000 Personal loans 2,000
Other Equity Assets Other 3,000
Other Real estate $100,000 Total Liabilities $131,000
Other Stocks 50,000
Other Bonds 56,000
Total other income $12,000 Mutual funds 15,000
Annuities 5,000
Total annual realized income $73,320 Business equity 15,000
Cash Reserve Assets Summary
Net Worth Analysis Checking account $10,000 Total Assets $714,600
Your Age 40 Savings account 5,000 Total Liabilities $131,000
Actual Net Worth $583,600 CDs 6,000
What Your Net Worth Should Be $293,280 Money market 2,000
Actual as a % of Projected 199% Other 600
Realized Income as % of NW 12.6% Total Assets $714,600 Net Worth $583,600

© Copyright, 2010, Jaxworks, All Rights Reserved.