Calculator IconYour Assets Worksheet and Calculator

Use this calculator to determine your Assets. The total from this worksheet will be entered into the Liabilities and Net Worth Worksheet.

ASSETS
Cash - On hand, in bank accounts, in money market accounts
Amounts Owed To You
Stocks - Enter value from broker statement
Bonds - Enter value from broker statement
Mutual Funds - Enter value from broker statement
Life Insurance - Enter cash surrender value.
Retirement Accounts - IRA or other from broker statement.
Pension & 401(k) Plans - Enter vested amount.
Your House- Enter appraised value (you will subtract mortgage amount on Liabilities sheet)
Other Real Estate
Car - Enter resale or trade-in value.
Personal Property - For example furniture, jewelry, collectibles, etc.
Other - Make a separate list and enter the total here.

Click to Calculate Totals
Total Assets
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