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    Net Worth Tracking Sheet

    Uploaded by

    FERNANDA MARTINEZ
    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.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Net Worth Tracking Sheet

    Uploaded by

    FERNANDA MARTINEZ
    607 views1 page
    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.

    Original Description:

    NET WOTH TRACKING SHEET

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    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.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    607 views1 page

    Net Worth Tracking Sheet

    Uploaded by

    FERNANDA MARTINEZ
    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.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 1

    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)

    www.millionairemindglobal.com

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