Sheet 1: INSTRUCTIONS - START HERE

	
	

		

 
		
		
	

		
	

		
	

		


		


		


		


		


		


	
	

		
1. Collect all the necessary documents to fill out tabs 1-5 (Cash, Investments, Other Assets , Business Assets, Other Liabilities).
		
	

		
2. You CANNOT edit the "Net Worth Summary" tab - this tab is automatically updated by inputting values in tabs 1-5.
		
	

		
3. Fill out all the applicable categories based on your personal assets and liabilities.
		
	

		
4. Then fill out your updated net worth on a monthly basis to track it over time!
		
	

		


		



Sheet 2: Net Worth Summary

	
	
	
	
	
	

		


		


		


		


		


		


		


		

 
		
		


		


		


		


		


		


	
	

		
Net Worth Tracker
		
	

		
	

		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		
Assets
		
	

		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		


		


		
Months
		
	

		


		


		


		


		
1
		
2
		
3
		
4
		
5
		
6
		
7
		
8
		
9
		
10
		
11
		
12
	
	

		


		
Cash
		
	

		


		
Checking Accounts
		


		


		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
	
	

		


		
Savings Accounts
		


		


		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
	
	

		


		
CD's (Certificates of Deposit)
		


		


		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
	
	

		


		
Life Insurance (Cash Surrender Value)
		


		


		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
	
	

		


		
Other Cash
		


		


		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
	
	

		


		
TOTAL CASH
		


		


		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
	
	

		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		
Investments
		
	

		


		
Securities (Stocks, Bonds, Mutual Funds)
		


		


		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
	
	

		


		
Treasury Bills
		


		


		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
	
	

		


		
Retirement (401k, IRA, Etc.)
		


		


		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
	
	

		


		
Other Investments
		


		


		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
	
	

		


		
TOTAL INVESTMENTS
		


		


		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
	
	

		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		
Property
		
	

		


		
Real Estate (Market Value)
		


		


		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
	
	

		


		
Automobile (Present Value)
		


		


		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
	
	

		


		
Bullion (Silver, Gold, Etc.)
		


		


		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
	
	

		


		
Jewelry, Art and Collectibles
		


		


		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
	
	

		


		
Other Property
		


		


		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
	
	

		


		
TOTAL PROPERTY
		


		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
	
	

		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		
Businesses 
		
	

		


		
Personal Businesses
		


		


		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
	
	

		


		
Other Personal Business Assets
		


		


		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
	
	

		


		
TOTAL OTHER 
		


		


		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
	
	

		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		
Other
		
	

		


		
Notes and Accounts Receivable
		


		


		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
	
	

		


		
Other Assets
		


		


		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
	
	

		


		
TOTAL OTHER 
		


		


		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
	
	

		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		
TOTAL ASSETS
		


		


		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
	
	

		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		
Liabilities
		
	

		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		


		


		
Months
		
	

		


		


		


		


		
1
		
2
		
3
		
4
		
5
		
6
		
7
		
8
		
9
		
10
		
11
		
12
	
	

		


		
Liabilities
		
	

		


		
Auto Loans
		


		


		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
	
	

		


		
Credit Card Debt
		


		


		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
	
	

		


		
Consumer/Personal Loans & Installments
		


		


		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
	
	

		


		
Real Estate Mortgages
		


		


		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
	
	

		


		
Student Loans
		


		


		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
	
	

		


		
Unpaid Taxes
		


		


		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
	
	

		


		
Money Owed to Others
		


		


		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
	
	

		


		
Other Liabilities
		


		


		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
	
	

		


		
Jewelry, Art, Collectibles, Debt
		


		


		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
		
 -   
	
	

		


		
TOTAL LIABILITIES
		


		


		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
	
	

		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		
Net Worth      
		


		


		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
		
 $-   
	
	

		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		


		
Column1
		
Liabilities
		
Assets
		
Net Worth
		


		


		


		


		


		


		


		


		


	
	

		


		


		


		
1
		
 $-   
		
 $-   
		
 $-   
		


		


		


		


		


		


		


		


		


	
	

		


		


		


		
2
		
 $-   
		
 $-   
		
 $-   
		


		


		


		


		


		


		


		


		


	
	

		


		


		


		
3
		
 $-   
		
 $-   
		
 $-   
		


		


		


		


		


		


		


		


		


	
	

		


		


		


		
4
		
 $-   
		
 $-   
		
 $-   
		


		


		


		


		


		


		


		


		


	
	

		


		


		


		
5
		
 $-   
		
 $-   
		
 $-   
		


		


		


		


		


		


		


		


		


	
	

		


		


		


		
6
		
 $-   
		
 $-   
		
 $-   
		


		


		


		


		


		


		


		


		


	
	

		


		


		


		
7
		
 $-   
		
 $-   
		
 $-   
		


		


		


		


		


		


		


		


		


	
	

		


		


		


		
8
		
 $-   
		
 $-   
		
 $-   
		


		


		


		


		


		


		


		


		


	
	

		


		


		


		
9
		
 $-   
		
 $-   
		
 $-   
		


		


		


		


		


		


		


		


		


	
	

		


		


		


		
10
		
 $-   
		
 $-   
		
 $-   
		


		


		


		


		


		


		


		


		


	
	

		


		


		


		
11
		
 $-   
		
 $-   
		
 $-   
		


		


		


		


		


		


		


		


		


	
	

		


		


		


		
12
		
 $-   
		
 $-   
		
 $-   
		


		


		


		


		


		


		


		


		


	
	

		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	

 




Sheet 3: 1. Cash

	
	
	
	
	

		


		


		


		
Months
		


		


		


		


		


		


		


		


		


		


		


	
	

		
Cash
		


		


		
1
		
2
		
3
		
4
		
5
		
6
		
7
		
8
		
9
		
10
		
11
		
12
		


		


		


		


		


		


		


		


		


		


		


	
	

		


		
Checking Accounts
		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		
[Enter Checking Acct Name]
		
$0.00
		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		
[Enter Checking Acct Name]
		
$0.00
		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		
[Enter Checking Acct Name]
		
$0.00
		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		
[Enter Checking Acct Name]
		
$0.00
		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		
[Enter Checking Acct Name]
		
$0.00
		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		
Total Checking Accounts
		


		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		
Savings Accounts
		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		
[Enter Savings Acct Name]
		
$0.00
		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		
[Enter Savings Acct Name]
		
$0.00
		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		
[Enter Savings Acct Name]
		
$0.00
		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		
[Enter Savings Acct Name]
		
$0.00
		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		
[Enter Savings Acct Name]
		
$0.00
		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		
Total Savings Accounts
		


		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		
Other Accounts (CD's Money Market, etc.)
		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		
[Enter Other Acct Name]
		
$0.00
		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		
[Enter Other Acct Name]
		
$0.00
		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		
[Enter Other Acct Name]
		
$0.00
		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		
[Enter Other Acct Name]
		
$0.00
		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		
[Enter Other Acct Name]
		
$0.00
		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		
Total Other Accounts (CD's Money Market, etc.)
		


		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		
Life Insurance Accounts (Cash Surrender Value)
		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		
[Enter Life Insurance Acct Name]
		
$0.00
		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		
[Enter Life Insurance Acct Name]
		
$0.00
		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		
[Enter Life Insurance Acct Name]
		
$0.00
		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		
[Enter Life Insurance Acct Name]
		
$0.00
		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		
[Enter Life Insurance Acct Name]
		
$0.00
		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		
Total Life Insurance Accounts (Cash Surrender Value)
		


		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		


		


		


		


		


		


		


		


		


		


		


	
	

		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		
Other Cash Amounts
		


		
$0.00
		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		
TOTAL CASH
		


		


		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00
		
$0.00