Example of Personal Networth Statement
Personal Networth Statement
|
Assets |
|
Debts |
Checking Account |
|
|
Mortgage/Rent Payment |
|
Savings Account |
|
|
Utility Bills |
|
CD's/Money Market Accounts |
|
|
Credit Card/Loan Payments |
|
Other |
|
|
Other Monthly Debts |
|
|
|
|
Other |
|
Investments |
|
Taxes Due |
Stocks |
|
|
Federal |
|
Bonds |
|
|
State |
|
Notes Receivable |
|
|
Local |
|
Other Marketable Securities/Funds |
|
|
Other |
|
Other |
|
|
|
|
|
|
|
|
|
Personal Properties |
|
Loans |
Furniture, Large Appliances, other |
|
|
Vehicle/Boat Loan |
|
Computer Equipment & Accessories |
|
|
Installment Loans |
|
Antiques/Collectibles |
|
|
Life Insurance borrowings |
|
Art |
|
|
Profit-Sharing Loans |
|
Car, Motorcycle, Boat, other |
|
|
Other |
|
Other |
|
|
|
|
|
|
|
|
|
Non-Liquid Investments |
|
Mortgages |
Home/Property |
|
|
Total Home Mortgage |
|
Vacation Home/Property |
|
|
Vacation Property |
|
Retirement Funds |
|
|
Property Investments |
|
Real Estate Investments |
|
|
Other |
|
Other |
|
|
|
|
|
|
|
|
|
Total |
|
|
Total |
|
Notes on Personal Networth Statement Example
Fill in the information for both columns to calculate your networth.
Limited Use Policy : These templates provided by ExamplesOf.com, may be downloaded and customized for your personal or company use only. You may download copies, make archival copies and customize the template to be distributed and used within your company. This template or any document produced from this template may NOT be sold, redistributed, or uploaded to the internet for distribution.EULA
Download Excel Version of Personal Networth Statement Example