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Net Worth Calculation Worksheet

This document provides a worksheet to help calculate a person's net worth by listing common assets and liabilities. It instructs the user to subtract their total liabilities from their total assets to determine their net worth. Sections are included to input values of assets like cash, savings accounts, investments and properties owned as well as liabilities such as mortgages, loans and credit card debt.

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252 views1 page

Net Worth Calculation Worksheet

This document provides a worksheet to help calculate a person's net worth by listing common assets and liabilities. It instructs the user to subtract their total liabilities from their total assets to determine their net worth. Sections are included to input values of assets like cash, savings accounts, investments and properties owned as well as liabilities such as mortgages, loans and credit card debt.

Uploaded by

teej.rys28
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Calculate Your Net Worth Worksheet

Calculate Your Net Worth


Calculate your net worth by subtracting your liabilities (what you owe) from your assets (what you own).

Assets Value Liabilities Value

Cash Home Mortgage


$ 0.00 $ 0.00
Checking Account(s) Second Mortgage
$ 0.00 $ 0.00
Savings Account(s) Home Equity Line
$ 0.00 $ 0.00
Other Valuables (collectibles, Student Loans
antiques, etc.) $ 0.00 $ 0.00

Home (if you own) Auto Loans


$ 0.00 $ 0.00
Other Real Estate Personal Loans
$ 0.00 $ 0.00
Other Assets or Personal Credit Cards
$ 0.00 $ 0.00
Investments (vehicles,
businesses, etc.)

Money Market Accounts Unpaid Medical Bills


$ 0.00 $ 0.00
Certificates of Deposit (CDs) Other Debts:
$ 0.00 $ 0.00
Savings Bonds
$ 0.00
Individual Retirement
$ 0.00
Accounts (IRAs)

Employer Investment Plans


$ 0.00
(401(k), 403(b))

Other Retirement Plans


$ 0.00
Annuities
$ 0.00
Mutual Funds
$ 0.00
Stocks
$ 0.00
Bonds
$ 0.00
Other Investments
$ 0.00
Total Assets: $ 0.00 Total Liabilities: $ 0.00
Net Worth (Assets minus Liabilities): $ 0.00
Adapted from Savings Fitness: A Guide to Your Money and Your Financial Future from the U. S. Department of Labor

©2016 by National Endowment for Financial Education SmartAboutMoney.org

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