If you like keeping track with paper and pencil, use the inventory sheet to track your assets and liabilities.
| Mortgage #1: |
| Amount? |
|
| Monthly mortgage payment? |
|
| Tax payment? |
|
| Escrow payment? |
|
| Loan interest rate? |
|
| Mortgage #2: |
| Amount? |
|
| Monthly mortgage payment? |
|
| Home equity loan amount? |
|
| Loan interest rate? |
|
| Do you have a car loan? |
| Monthly payment? |
|
| Loan interest rate? |
|
| Do you have a student loan? |
| Total? |
|
| Monthly payment? |
|
| Interest Rate? |
|
| Use the spaces below to detail your creditor balances. |
| Credit/store card #1 rate? |
|
| Amount owed? |
|
| Monthly payment? |
|
| Credit/store card #2 rate? |
|
| Amount owed? |
|
| Monthly payment? |
|
| Credit/store card #3 rate? |
|
| Amount owed? |
|
| Monthly payment? |
|
| Credit/store card #4 rate? |
|
| Amount owed? |
|
| Monthly payment? |
|
| Credit/store card #5 rate? |
|
| Amount owed? |
|
| Monthly payment? |
|
| Credit/store card #6 rate? |
|
| Amount owed? |
|
| Monthly payment? |
|
| Credit/store card #7 rate? |
|
| Amount owed? |
|
| Monthly payment? |
|
| Do you have other loans? |
| Interest rate? |
|
| Amount owed? |
|
| Monthly payment? |
|
| Do you have other debts? |
| Back taxes? |
|
| Family? |
|
| Other? |
|
| Assets |
| Cash balance in the bank |
|
| Checking |
|
| Savings |
|
| Other |
|
| Investment account values |
|
| Retirement account values |
|
| Real estate (value of property minus any loans) |
|
| Personal property |
|
| Automobile (value of auto minus any loans) |
|
| Furniture |
|
| Jewelry |
|
| Other |
|
You can now create your own personal financial statement by entering the summary
of the items above into this balance sheet. The calculator
will determine your net
worth.
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