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Planning template · Planning
Net Worth Statement Template
Calculate and track your complete financial picture including assets, liabilities, and net worth over time.
Features
- Complete asset inventory (liquid, investments, property)
- Liability tracking (short-term and long-term)
- Automatic net worth calculation
- Historical tracking to see progress
- Asset allocation breakdown
- Debt-to-asset ratio calculation
How to use
- List all assets with current market values
- Record all liabilities with current balances
- Review your calculated net worth
- Update monthly or quarterly to track progress
- Compare against previous periods
Download template
Ready-to-use spreadsheet (opens in Excel or Google Sheets) for your financial planning.