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    Template 03 Assets and Liabilities

    Uploaded by

    John

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    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd

    Template 03 Assets and Liabilities

    Uploaded by

    John
    5 views3 pages

    Copyright

    © © All Rights Reserved

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    XLSX, PDF, TXT or read online from Scribd

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    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    5 views3 pages

    Template 03 Assets and Liabilities

    Uploaded by

    John

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    of 3

    DASHBOARD NET WORTH SUMMARY

    $166,600 $387,800 $221,200


    NET WORTH TOTAL ASSETS TOTAL LIABILITIES
    CASH UNSECURED

    INVESTMENTS SECURED

    RETIREMENT

    PERSONAL

    VIEW ASSETS > VIEW LIABILITIES >


    ASSETS NET WORTH SUMMARY

    CASH VALUE PERSONAL VALUE

    CASH ON HAND 2,000 PRINCIPAL RESIDENCE 233,000

    CHECKING ACCOUNTS 2,500 SECOND RESIDENCE

    SAVINGS ACCOUNTS 4,000 COLLECTIBLES

    MONEY MARKET ACCOUNTS 3,300 AUTOMOBILES 32,000

    CERTIFICATES OF DEPOSIT 14,000 HOME FURNISHINGS 10,000

    U.S. TREASURY BILLS FURS & JEWELRY

    CASH VALUE OF LIFE INSURANCE 24,500 OTHER ASSETS 1 1,500

    $387,800
    OTHER CASH OTHER ASSETS 2

    SUBTOTAL 50,300 SUBTOTAL 276,500

    TOTAL ASSETS
    INVESTMENTS VALUE RETIREMENT VALUE

    VIEW LIABILITIES > STOCKS 15,000 PENSION

    < VIEW DASHBOARD BONDS IRA ACCOUNTS

    MUTUAL FUND INVESTMENTS KEOGH ACCOUNTS

    PARTNERSHIP INTERESTS 401K 46,000

    OTHER INVESTMENTS 1 SEP

    OTHER INVESTMENTS 2 OTHER RETIREMENT

    SUBTOTAL 15,000 SUBTOTAL 46,000


    LIABILITIES NET WORTH SUMMARY

    UNSECURED OWE SECURED OWE

    CREDIT CARDS 1,200 AUTO LOANS 14,500

    CHARGE ACCOUNTS 3,000 REC VEHICLE LOANS

    STUDENT LOANS 17,500 APPLIANCE LOANS

    ALIMONY HOME MORTGAGES 144,000

    CHILD SUPPORT HOME EQUITY LOANS 21,000

    TAX LIABILITY 8,000 TAX LIABILITY

    OTHER UNSECURED 1 6,000 OTHER SECURED 1 4,000

    $221,200
    OTHER UNSECURED 2 OTHER SECURED 2 2,000

    SUBTOTAL 35,700 SUBTOTAL 185,500

    TOTAL LIABILITIES
    < VIEW ASSETS
    < VIEW DASHBOARD

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