Net Worth Calculator
This calculator was designed to help you to take a "picture" of your current financial condition. Whereas an income and expense statement shows you your financial picture for a period of time (month, year, etc.), this Net Worth Calculator will show you your financial picture at a single point in time (a specific date). That way, if you compute your Net Worth now, and then again 3 months from now, you will be able to tell whether your financial picture is improving or getting worse.
Starting at the top and working your way down, complete the totals for each of the six sections. Once you've completed the entire worksheet, click on the "Create Report" button at the bottom of the worksheet. This will create a condensed report in a new window that you can print-out and compare to your other Net Worth Reports.
Your Name
Enter date to display on report
Assets
Liabilities
Liquid Assets
Short-Term
Cash (checking & savings accounts)
Credit Cards
Short-Term Investments
Car Loan
Treasury Bills
Construction Liens/Notes/Balances Due
Savings Certificates
Loan on Life Insurance
Money Market Funds
Installment Loans
Cash Value of Life Insurance
Accrued Income Taxes
Other
Other Debt
Total Liquid Assets
Total Short-Term Liabilities
Investment Assets
Long-Term
Notes Receivable
Loans to Purchase Personal Assets
Marketable Securities
Loan to Acquire Business
Securities
Mortgage on Personal Residence(s)
Bonds
Note to Business
Real Estate (investment)
Other
Tax Incentive Investments
Other
Retirement Funds
Other
Total Investment Assets
Total Long-Term Liabilities
Personal Assets
Contingent Liabilities
Residence
Endorser
Vacation Property
Guarantor (SBA Loan)
Art, Antiques
Damage Claims
Furnishings
Taxes
Vehicles
Other
Other
Other
Total Personal Assets
Total Contingent Liabilities
Total Assets
Total Liabilities
Net Worth
