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picture1_Net Worth Excel Template 46634 | Vfg Personal Net Worth Calculator


 180x       Filetype XLSX       File size 0.04 MB       Source: www.vanceafinancial.com


File: Net Worth Excel Template 46634 | Vfg Personal Net Worth Calculator
pers onal net assets category item value wort real estate home 560 000 real estate other 255 000 h investments retirement accounts 98 000 personal investments stocks 53 000 investments ...

icon picture XLSX Filetype Excel XLSX | Posted on 18 Aug 2022 | 3 years ago
Partial file snippet.
                   Pers
                   onal
                   Net                                                                Assets
                                                                                         Category                 Item                                Value
                   Wort                                                                  Real Estate              Home                                        $560,000 
                                                                                         Real Estate              Other                                       $255,000 
                   h                                                                     Investments              Retirement accounts                          $98,000 
                   Personal                                                              Investments              Stocks                                       $53,000 
                                                                                         Investments              Bonds                                        $25,000 
                   Net Worth                                                             Investments              Mutual funds                                 $33,000 
                                                                                         Investments              CDs                                          $74,000 
                                                                                         Investments              Bullion                                      $20,000 
                               Total Asse           $1,902,500                           Investments              Trust funds                                 $250,000 
                               Total Deb               $575,000                          Investments              Health savings account                       $18,000 
                               Net Wort             $1,327,500                           Investments              Face value of life insurance policy          $85,000 
                                                                                         Investments              Other                                        $20,000 
                      Tip                                                                Cash                     Checking accounts                            $14,500 
                      Enter your assets and debts in 
                      the Assets and Debts tables and 
                      your net worth will calculate                                      Cash                     Savings accounts                              $5,000 
                      automatically.
                                                                                         Cash                     Other                                         $2,000 
                                                                                         Personal Property        Cars                                         $55,000 
                                                                                         Personal Property        Other vehicles                               $85,000 
                                                                                         Personal Property        Furnishings                                 $100,000 
                                                                                         Personal Property        Collectibles                                 $50,000 
                                                                                         Personal Property        Jewelry                                      $60,000 
                                                                                         Personal Property        Other luxury goods                           $40,000 
                                                                                      Debts
                                                                                         Category                                                     Value
                                                                                         Mortgages                                                            $400,000 
                                                                                         Home equity loans                                                     $50,000 
                                                                                         Car loans                                                             $30,000 
                                                                                         Personal loans                                                              $0 
                                                                                         Credit cards                                                                $0 
                                                                                         Student loans                                                         $10,000 
                                                                                         Loans against investments                                             $20,000 
                                                                                         Life insurance loans                                                   $5,000 
                                    Other installment loans      $10,000 
                                    Other debts                  $50,000 
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...Pers onal net assets category item value wort real estate home other h investments retirement accounts personal stocks bonds worth mutual funds cds bullion total asse trust deb health savings account face of life insurance policy tip cash checking enter your and debts in the tables will calculate automatically property cars vehicles furnishings collectibles jewelry luxury goods mortgages equity loans car credit cards student against installment...

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