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What's Your Net Worth?

This worksheet is a balance sheet for determining net worth. Calculating your net worth is a great way to take a barometer reading on the current state of your finances. To use this worksheet, fill out the appropriate fields under 'assets' and 'liabilities', then click on 'net worth' to perform the addition and subtraction.

Assets

Cash in savings accounts

Cash in checking accounts

Cash on hand

Certificates of deposits

Money-Market funds

U.S. savings bonds

Market value of home

Market value of other real estate

Cash value of life insurance

Surrender value of annuities

Vested equity in pension plans

Vested equity in profit sharing

401(k) or 403(b) plans

Individual retirement accounts

Keogh plans

Stocks (individually owned)

Bonds (individually owned)

Stock mutual funds

Bond mutual funds

Real estate investment funds

Other investments

Collectibles

Precious metals

Estimated market value of:

Household furnishings

Automobiles

Boats, recreational vehicles

Furs and jewelry

Loans owed to you

Other assets

Liabilities:

Balance owed on mortgages

Auto loans

Student loans

Home-equity credit line

Other credit lines

Credit card bills

Other bills


Calculate Net Worth:
Remember that your Total Assets minus your Total Liabilities equals your Net Worth.
Total Assets:
Total Liabilities:
Net Worth:

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