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| NET WORTH SUMMARY • Track your net worth: Annually, Semiannually or Quarterly • Customizable pie charts • Quick links to Asset and Debt detail • Simple, concise and straight forward • Easy printing • Excel based (no need for new software) |
 | ASSET DETAIL WORKSHEET • 15 asset categories and 3 lines for each category (45 lines total) • All categories (i.e. Cash)and labels (i.e. John's Chase Bank Savings acct.) can be adjusted to meet your preferences • Quick links back to Net Worth Summary sheet |
 | LIABILITY DETAIL WORKSHEET • Track your actual income and spending by month • Tracking/actual amounts are then compared to your budget on the comparison sheet. • Alerts users if total spending exceeds their budgeted amount • Chart actual income/expense by: current month, prior month, year to date, Jan, Feb, Mar, etc. |
 | NETWORTH SUMMARY CHARTS • High level snapshot of your personal financial statement • Chart #1 illustrates your assets, liabilities and net worth over time. • Chart #2 illustrates your asset detail over time • Easy printing |
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How much are you worth? Does your debt outway your assets? Can you afford that new loan? | At Simpleplanning.com, we develop comprehensive but easy to use Excel based financial planners that help users answer the tough questions. Download our Excel based Net Worth Calculator demo for free or preview our planner by clicking on the images above. |
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