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. Learn more about net worth and debt management and get a free counseling session with an experienced and certified debt counselor by filling out the form to the right.

Starting at the top and working your way down, complete the totals for each of the six sections. Once you’ve completed the entire worksheet, click on the “Create 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.


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