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Net Worth Tracking Sheet

This document tracks an individual's net worth over time by listing assets owned and debts owed. It separates assets into cash & liquid assets, marketable assets, long-term assets, and personal assets. Debts are separated into short-term and long-term categories. Recording totals for assets, liabilities, and net worth at regular intervals allows the individual to monitor changes in their financial situation over time.

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Nestor Gonzalez
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519 views

Net Worth Tracking Sheet

This document tracks an individual's net worth over time by listing assets owned and debts owed. It separates assets into cash & liquid assets, marketable assets, long-term assets, and personal assets. Debts are separated into short-term and long-term categories. Recording totals for assets, liabilities, and net worth at regular intervals allows the individual to monitor changes in their financial situation over time.

Uploaded by

Nestor Gonzalez
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
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NET WORTH TRACKING SHEET

ASSETS (what you own)


CASH & LIQUID
ASSETS

MARKETABLE
ASSETS

LONG-TERM
ASSETS

PERSONAL
ASSETS

DATE:

Cash & bank accounts


Bonds, term deposits and investment certificates
Money owed to you
Other
Mutual Funds
Stocks
Real Estate Investments
Business interests
Other
Registered Retirement Savings Plan
Cash value of life insurance
Pension plans & profit sharing
Other (Offshore, etc.)
Personal residence
Recreational property
Vehicles
Recreational equipment
Household furnishings & equipment
Collectibles (art, stamps, coins, jewelry, etc.)
Other

Start

30 Days

60 Days

90 Days

__/__/__

__/__/__

__/__/__

__/__/__

TOTAL ASSETS

LIABILITIES (what you owe)


SHORT-TERM
DEBT

LONG-TERM
DEBT

Charge accounts & credit cards


Line of credit/overdraft
Loans (car loan, etc.)
Unpaid bills
Taxes (Income tax or property tax owing)
Other (Charitable pledges, family obligations etc.)
Home mortgage
Other mortgage loans
Other
TOTAL LIABILITIES

NET WORTH (TOTAL ASSETS minus TOTAL LIABILITIES)

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