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