Fill in the blanks of this net worth worksheet to get a quick overview of your current financial situation. Then, for fun, plug in different numbers to see new
financial possibilities.
Assets – Liabilities = Net Worth
(what you own)
(what you owe)
If your assets outweigh your liabilities, you have a positive net worth. If you have more liabilities than assets, you have a negative net worth.
Note: Unlike your taxes, a net worth statement doesn’t include your income.
Assets - What you own
1. Home - If you own a home, enter its estimated value (what is owed on your mortgage is covered in #14).
2. Automobiles - Enter the sum of the blue book values of all of cars. Get values online here.
3. Other Properties & Vehicles - If you own land, a boat, motor home, motorcycle, etc., enter the value for these items here (if you owe money on any of these items, complete #17).
4. Jewelry, Art & Collectibles - Enter the total estimated value here.
5. Electronics - Cameras, computers, etc. Enter the amount you could get if you sold the items today.
6. Furniture and household Items - Guestimate the total value of your furniture, appliances, etc. If you were to have an auction on ebay today what
would you get?
7. Checking, Savings & Money Market Accounts - Add up the current balances.
8. Retirement Accounts - Add up the value of all 401(k) plans, IRAs, etc... including money still held in employer plans from previous jobs.
12. Life insurance - If you have a life insurance policy with a surrender or cash value, enter it here.
13. Other Investments - Enter here anything else that has value here.
Liabilities - What you owe
14. Mortgage Principle - If you have a mortgage, enter estimated balance.
15. Auto Loans - Enter the amount owed on all car loans.
16. Student Loans - Enter the amount owed on any educational financing.
17. Other Loans - Enter the amount owed on any other loans you might have - home equity, boats, furniture, etc.
18. Credit Cards - Enter the balance due on all of your credit cards.
Click this button to calculate your net worth.
Asset Total
Liability Total
Your Net Worth - If your assets outweigh your liabilities, you have a positive net worth. If you have more liabilities than assets, you have
a negative net worth.