FIN-013
Net worth snapshot
R 199,00
Also $15.00 · £12.00 · €14.00
List what you own and what you owe, then subtract.
- Type
- Excel workbook with PDF guide
- Licence
- Personal use
- Version
- 1.0.0
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Look inside
These are the sheets in the workbook.
Assets
| Asset | Amount | Kind |
|---|---|---|
| Cheque account | 6500 | Cash |
| Savings account | 8000 | Cash |
| Vehicle | 70000 | Other |
| Furniture | 2000 | Other |
Debts
| Debt | Balance | Note |
|---|---|---|
| Store card | 8500 | Statement balance |
| Personal loan | 28000 | Settlement would differ |
Snapshot
| Metric | Amount | Note |
|---|---|---|
| Cash assets | 14500 | Reachable soon |
| Other assets | 72000 | Not the same as cash |
| Total assets | 86500 | Cash plus other |
| Total debts | 36500 | Balances, not instalments |
| Net worth | 50000 | Assets minus debts |
The Excel file stays in the download. The tables above are a look at the sample.
What it is
List what you own and what you owe, then subtract.
Individuals who want one page of assets and debts.
Opens in
Excel workbook with PDF guide
This workbook organises figures you type in. It is not financial, credit, insurance, or tax advice. Rates, fees, and laws change. A qualified adviser should review decisions that affect debt, tax, medical cover, or retirement.