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Net Worth worksheet

 

                                                                                           

Prepared by our Staff Writer

 

 

ASSETS

Amount

LIABILITIES

Amount

 

     

Cash and cash equivalents

 

House loan

 

Cash

 

Bank/personal loan

 

Bank savings account

 

Student loan

 

SACCO savings account

 

Car loan

 

Fixed Deposit

 

Income taxes

 

Shares and bonds

 

Property taxes

 

Shares

 

Insurance payments

 

Bonds

 

Other debt

 

Mutual funds

     

Unit Trust

     

Other

     

Real Estate

     

Market value of house

     

Market value of vacation house

     

Rental house

     

Other

     

Retirement assets

     

Pension

     

Savings plan

     

Other

     

Personal Property

     

Vehicles

     

Jewelry

     

Other

     

Insurance

     

Cash value of life insurance

     

Other

     

Other investments

     

Ownership in businesses

     

Home furniture, electronics etc

     

Other

     

Total Assets

XXX

Total Liabilities

XXX

Net Worth (Assets minus Liabilities) =

XXX