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 and calculate the totals for each of the six sections. Be sure to click on each section's "Compute..." button before going on to the next section. Once you've computed the entire worksheet, including the Summary Assets & Liabilities, 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.

Cash Assets
Example Accounts Asset
Description
Market
Value
Cash on Hand
Checking accounts
Savings accounts
Money market accounts
Money market fund accounts
Certificates of deposit
U.S. Treasury bills
Cash value of life insurance
Instructions
Cash Assets
Investment Assets
Retirement Assets
Personal Assets
Unsecured Liabilities
Secured Liabilites
Totals
Total Cash Assets:
Investment Assets
Example Accounts Asset
Description
Market
Value
Stocks
Bonds
Mutual Fund Investments
Partnership Interests
Other Investments
Instructions
Cash Assets
Investment Assets
Retirement Assets
Personal Assets
Unsecured Liabilities
Secured Liabilites
Totals
Total Investment Assets:
Retirement Assets
Example Accounts Asset
Description
Market
Value
Pension
IRA Accounts
KEOGH Accounts
401K
SEP
ESOP
Instructions
Cash Assets
Investment Assets
Retirement Assets
Personal Assets
Unsecured Liabilities
Secured Liabilites
Totals
Total Retirement Assets:
Personal Assets
Example Accounts Asset
Description
Market
Value
Principal Residence
Second Residence
Collectibles
Automobiles
Home Furnishings
Furs & Jewelry
Other Assets
Instructions
Cash Assets
Investment Assets
Retirement Assets
Personal Assets
Unsecured Liabilities
Secured Liabilites
Totals
Total Personal Assets:
Unsecured Liabilities
Example Accounts Asset
Description
Market
Value
Credit Cards
Charge Accounts
Student Loans
Alimony
Child Support
Tax Liability
Other
Instructions
Cash Assets
Investment Assets
Retirement Assets
Personal Assets
Unsecured Liabilities
Secured Liabilites
Totals
Total Unsecured Liabilities:
Secured Liabilities
Example Accounts Asset
Description
Market
Value
Auto Loans
Rec. Vehicle Loans
Appliance Loans
Home Mortgages
Home Equity Loans
Other Loans
Tax Liability
Other
Instructions
Cash Assets
Investment Assets
Retirement Assets
Personal Assets
Unsecured Liabilities
Secured Liabilites
Totals
Total Secured Liabilities:
Summary of Assets & Liabilites
Category Assets Liabilities
Cash Assets
Investment Assets
Retirement Assets
Personal Assets
Unsecured Liabilities
Secured Liabilities
Totals
Net Worth

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