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. Once you’ve computed the entire worksheet, including the Summary Assets & Liabilities, click on the “Printer Friendly 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.

Net Worth Calculator V2
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