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Traking Sheet

This document provides a template for tracking a person's net worth over time. It includes sections to list assets owned (what you own) and liabilities owed (what you owe), categorized as cash & liquid assets, marketable assets, long-term assets, personal assets, short-term debt, and long-term debt. The net worth is calculated by taking the total assets minus total liabilities. The template also includes spaces to track net worth values at the start date and 30, 60, and 90 day intervals.

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Truvisors
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34 views6 pages

Traking Sheet

This document provides a template for tracking a person's net worth over time. It includes sections to list assets owned (what you own) and liabilities owed (what you owe), categorized as cash & liquid assets, marketable assets, long-term assets, personal assets, short-term debt, and long-term debt. The net worth is calculated by taking the total assets minus total liabilities. The template also includes spaces to track net worth values at the start date and 30, 60, and 90 day intervals.

Uploaded by

Truvisors
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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NET WORTH TRACKING

ASSETS (what you own) DATE:

Cash & bank accounts

Bonds, term deposits and investment certificates


CASH & LIQUID
ASSETS
Money owed to you

Other

Mutual Funds

Stocks

MARKETABLE
Real Estate Investments
ASSETS

Business interests

Other

Registered Retirement Savings Plan

Cash value of life insurance


LONG-TERM
ASSETS
Pension plans & profit sharing

Other (Offshore, etc.)

Personal residence

Recreational property

Vehicles

PERSONAL ASSETS Recreational equipment

Household furnishings & equipment


PERSONAL ASSETS

Collectibles (art, stamps, coins, jewelry, etc.)

Other

TOTAL ASSETS

LIABILITIES (what you owe) *Must be entered as a negative, ie. -400*

Charge accounts & credit cards

Line of credit/overdraft

Loans (car loan, etc.)


SHORT-TERM
DEBT
Unpaid bills

Taxes (Income tax or property tax owing)

Other (Charitable pledges, family obligations etc.)

Home mortgage

LONG-TERM
Other mortgage loans
DEBT

Other

TOTAL LIABILITIES

NET WORTH (TOTAL ASSETS minus TOTAL LIABILITIES)


ORTH TRACKING SHEET
Start: __/__/____ 30 Days: __/__/____ 60 Days: __/__/____ 90 Days: __/__/____
0 0 0 0

0 0 0 0

0 0 0 0
ASSETS (what you own) DATE:

CASH & LIQUID Cash & bank accounts


ASSETS Bonds, term deposits and investment certificates
Money owed to you
Other
MARKETABLE Mutual Funds
ASSETS Stocks
Real Estate Investments
Business interests
Other
LONG-TERM Registered Retirement Savings Plan
ASSETS Cash value of life insurance
Pension plans & profit sharing
Other (Offshore, etc.)
PERSONAL Personal residence
ASSETS Recreational property
Vehicles
Recreational equipment
Household furnishings & equipment
Collectibles (art, stamps, coins, jewelry, etc.)
Other
TOTAL ASSETS
LIABILITIES (what you owe) *Must be entered as a negative, ie. -400*
SHORT-TERM Charge accounts & credit cards
DEBT Line of credit/overdraft
Loans (car loan, etc.)
Unpaid bills
Taxes (Income tax or property tax owing)
Other (Charitable pledges, family obligations etc.)
LONG-TERM Home mortgage
DEBT Other mortgage loans
Other
TOTAL LIABILITIES
Start 30 Days 60 Days 90 Days

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