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Net Worth Tracking Sheet

This document is a net worth tracking sheet that allows a user to track the value of their assets and liabilities over time. The sheet includes sections to track cash and bank accounts, investments, retirement savings, personal property, and debts. Users can track their total assets, liabilities, and net worth at regular intervals to monitor their financial situation and progress toward financial goals.

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FERNANDA MARTINEZ
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787 views

Net Worth Tracking Sheet

This document is a net worth tracking sheet that allows a user to track the value of their assets and liabilities over time. The sheet includes sections to track cash and bank accounts, investments, retirement savings, personal property, and debts. Users can track their total assets, liabilities, and net worth at regular intervals to monitor their financial situation and progress toward financial goals.

Uploaded by

FERNANDA MARTINEZ
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

Start 30 Days 60 Days 90 Days


ASSETS (what you own) DATE: __/__/__ __/__/__ __/__/__ __/__/__
Cash & bank accounts
CASH & LIQUID Bonds, term deposits and investment certificates
ASSETS Money owed to you
Other
Mutual Funds
MARKETABLE Stocks
ASSETS Real Estate Investments
Business interests
Other
LONG-TERM Registered Retirement Savings Plan
ASSETS Cash value of life insurance
Pension plans & profit sharing
Other (Offshore, etc.)
PERSONAL Personal residence
ASSETS Recreational property
Vehicles
Recreational equipment
Household furnishings & equipment
Collectibles (art, stamps, coins, jewelry, etc.)
Other
TOTAL ASSETS
LIABILITIES (what you owe)
SHORT-TERM Charge accounts & credit cards
DEBT Line of credit/overdraft
Loans (car loan, etc.)
Unpaid bills
Taxes (Income tax or property tax owing)
Other (Charitable pledges, family obligations etc.)
LONG-TERM Home mortgage
DEBT Other mortgage loans
Other
TOTAL LIABILITIES

NET WORTH (TOTAL ASSETS minus TOTAL LIABILITIES)

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