OverviewInstructionsYou may move from worksheet to worksheet by clicking on the grey buttonslocated at the top of each worksheet or the blue tabs at the bottom of this workbook.Each sheet is password protected in order to avoid inadvertent deletion of key formulas.Enter data in the white cells with grey borders only$50,000QuarterlyUse the drop down boxes when indicated.SemiannuallyPrinting: From the sheet you would like to print, press Ctrl+pAnnuallyNet Worth SummaryThis sheet summarizes all your assets and liabilities per the data you enter into the Assets Detail and Liabilities Detail sheets.Using the drop down boxes at the top of the Summary sheet, select how often you would like to track your net worth, thenselect the initial tracking period.Use the links provided to enter the data on the Assets Detail and Liabilities Detail sheets.If you would like to change the category names, you may do so on the Assets Detail and Liabilities Detail sheets. Your customizednames will then appear on the Summary sheet.Your Net Worth is calculated for you at the bottom of this sheet (Net Worth = Assets - Liabilities).Choose which periods you would like to chart using the drop down window above each pie chart. For alternate views of the pie charts,you may also choose to exclude particular assets/liabilities by using the drop down window next to "Exclude"Assets DetailEnter all your Asset information on this sheet. You may change the asset categories and labels on this sheet only (your customizednames will then appear on the Summary sheet).Use the "Back to Summary" arrow to return to the Summary sheet:Liabilities DetailEnter all your Liability/Debt information on this sheet. You may change the liability categories and labels on this sheet only (your customizednames will then appear on the Summary sheet).Use the "Back to Summary" arrow to return to the Summary sheet:Net Worth ChartsThis sheet offers a high level summary of your assets, liabilities and net worth over time.A second chart (off to the right) illustrates your asset detail. For alternate views, you may exclude up to two asset categories.Financial Calculators available at www.simpleplanning.com-Budget Planner-Mortgage Calculator- Net Worth Calculator-Investment Calculator-Tax Calculator- Complete Planner (includes all seven calculators & planners)-Retirement Planner-401k CalculatorSoftware License AgreementSimpleplannings.com grants usage of this financial planning "software" under the following terms and conditions:After the purchasing and downloading of this software from Simpleplanning.com, the purchaser is granted a "license" to use this product.The "licensee" may make copies of this product in an amount that does not exceed the number of licenses originally purchased fromSimpleplanning.com, or for the purpose of creating a backup copy.This file or the software contained in this file shall not be transferred to a non-licensee without the written consent from Simpleplanning.com.Limitation of LiabilitySimpleplanning.com will not be held liable for damages in the event of, but not limited to inaccurate assumptions, calculation errors,software, hardware, data and network failure and profit/savings losses as a result of using this software.

Questions?Email us at admin@simpleplanning.comNet Worth Calculator - OverviewSummaryAssets DetailLiabilities DetailCharts(i.e.Checking Accounts)Back to SummaryBack to SummaryNet Worth SummaryAssets DetailLiabilities DetailNet Worth ChartsNet Worth SummaryNet Worth Charts

Summary02004Enter Your Name HereTotal151H 20042H 20041H 20052H 2005Zero=4211HQuarterSemiAnnualColumn HeaderChart1Amount ($)% of TotalAmount ($)% of TotalAmount ($)% of TotalAmount ($)% of TotalExclude5Chart:111Quarterly11H1Q1H20041H2H1H2H1H 2004Chart12Semiannually22H2Q2H200520042004200520052H 2004Cash - Checking Accounts$15,0004%$25,0006%$25,0006%$15,0003%8.0Cash - Checking Accounts4%3.881Retirement Funds25%3Annually303Q200612121H 2005Cash - Savings Accounts$15,0004%$15,0004%$15,0003%$15,0003%7.0Cash - Savings Accounts4%3.882Home Assets5%404Q20072H 2005Cash - Other$15,0004%$15,0004%$15,0003%$15,0003%6.0Cash - Other4%3.883Stocks5%1H2008Accounts Receivable0.00%0.00%0.00%0.00%15.0Accounts Receivable0%0.004Automobiles4%2HReal Estate$150,00039%$155,00036%$160,00036%$165,00035%14.0Real Estate0%0.015Other Assets #14%0Home Assets$20,0005%$22,0005%$25,0006%$25,0005%2.0Home Assets5%5.186Cash - Other4%0Retirement Funds$97,50025%$107,00025%$115,00026%$125,00027%1.0Retirement Funds25%25.237Cash - Savings Accounts4%Stocks$18,0005%$25,0006%$25,0006%$27,0006%3.0Stocks5%4.678Cash - Checking Accounts4%Bonds$10,0003%$11,0003%$12,0003%$13,0003%10.0Bonds3%2.609Other Investments3%Other Investments$10,0003%$12,0003%$12,0003%$14,0003%9.0Other Investments3%2.6010Bonds3%Automobiles$16,0004%$16,0004%$13,0003%$12,0003%4.0Automobiles4%4.1511Other Assets #21%Other Assets #1$15,0004%$15,0004%$20,0004%$25,0005%5.0Other Assets #14%3.8912Other Assets #40%Other Assets #2$5,0001%$10,0002%$10,0002%$15,0003%11.0Other Assets #21%1.3113Other Assets #30%Other Assets #30.00%0.00%0.00%0.00%13.0Other Assets #30%0.0114Real Estate0%Other Assets #40.00%0.00%0.00%0.00%12.0Other Assets #40%0.0215Accounts Receivable0%Total Assets$386,500$428,000$447,000$466,000Include All AssetsExclude4Zero=4Chart1Chart:6Accounts payable$5000%$5000%$5000%$5000%6.0Accounts payable0%0.431Automobiles Debt5%Credit Card Debt$2,2502%$1,7502%$1,2501%$7501%3.0Credit Card Debt2%1.932Other Home Assets Debt4%Taxes payable$1,5001%$5000%0.00%0.00%5.0Taxes payable1%1.293Credit Card Debt2%Real Estate Debt$100,00086%$95,00085%$90,00079%$85,00081%10.0Real Estate Debt0%0.004Other Liabilities/Debt #11%Automobiles Debt$6,0005%$4,5004%$13,00011%$11,00010%1.0Automobiles Debt5%5.145Taxes payable1%Other Home Assets Debt$5,0004%$9,0008%$7,0006%$7,0007%2.0Other Home Assets Debt4%4.296Accounts payable0%Other Liabilities/Debt #1$1,5001%$1,0001%$1,5001%$1,0001%4.0Other Liabilities/Debt #11%1.297Other Liabilities/Debt #40%Other Liabilities/Debt #20.00%0.00%0.00%0.00%9.0Other Liabilities/Debt #20%0.018Other Liabilities/Debt #30%Other Liabilities/Debt #30.00.00.00.08.0Other Liabilities/Debt #30%0.019Other Liabilities/Debt #20%Other Liabilities/Debt #40.00%0.00%0.00%0.00%7.0Other Liabilities/Debt #40%0.0110Real Estate Debt0%Total Liabilities$116,750$112,250$113,250$105,250Include All LiabilitiesNet Worth (Assets - Liabilities)$269,750$315,750$333,750$360,750

Track Net Worth:1st Tracking: Period:Net Worth SummarySummaryAssets DetailLiabilities DetailChartsOverview/ Help

Summary0.25226390690.05174644240.04657179820.04139715390.03880983180.03880983180.03880983180.03880983180.02587322120.02587322120.0129366106

Asset Detail1H 20042H 20041H 20052H 2005Asset DescriptionAmount ($)% of TotalAmount ($)% of TotalAmount ($)% of TotalAmount ($)% of TotalCash - Checking Accounts #1$10,000$15,000$15,000$10,000Cash - Checking Accounts #2$5,000$10,000$10,000$5,000Cash - Checking Accounts #3Cash - Checking Accounts$15,0004%$25,0006%$25,0006%$15,0003%Cash - Savings Accounts #1$15,000$15,000$15,000$15,000Cash - Savings Accounts #2Cash - Savings Accounts #3Cash - Savings Accounts$15,0004%$15,0004%$15,0003%$15,0003%Cash - Other #1$15,000$15,000$15,000$15,000Cash - Other #2Cash - Other$15,0004%$15,0004%$15,0003%$15,0003%Accounts receivable #1Accounts receivable #2Accounts receivable #3Accounts Receivable0.00%0.00%0.00%0.00%Real Estate (market value) #1$150,000$155,000$160,000$165,000Real Estate (market value) #2Real Estate (market value) #3Real Estate$150,00039%$155,00036%$160,00036%$165,00035%Home Assets (appliances, furniture, etc.) #1$20,000$22,000$25,000$25,000Home Assets (appliances, furniture, etc.) #2Home Assets (appliances, furniture, etc.) #3Home Assets$20,0005%$22,0005%$25,0006%$25,0005%Retirement Funds (401k, IRA's, etc.) #1$72,500$80,000$85,000$95,000Retirement Funds (401k, IRA's, etc.) #2$25,000$27,000$30,000$30,000Retirement Funds (401k, IRA's, etc.) #3Retirement Funds$97,50025%$107,00025%$115,00026%$125,00027%Stocks #1$18,000$25,000$25,000$27,000Stocks #2Stocks #3Stocks$18,0005%$25,0006%$25,0006%$27,0006%Bonds #1$5,000$5,500$6,000$6,500Bonds #2$5,000$5,500$6,000$6,500Bonds #3Bonds$10,0003%$11,0003%$12,0003%$13,0003%Other Investments #1$5,000$6,000$6,000$7,000Other Investments #2$5,000$6,000$6,000$7,000Other Investments #3Other Investments$10,0003%$12,0003%$12,0003%$14,0003%Automobiles #1$10,000$10,000$8,000$7,000Automobiles #2$6,000$6,000$5,000$5,000Automobiles #3Automobiles$16,0004%$16,0004%$13,0003%$12,0003%Other Assets$5,000$5,000$10,000$15,000Other Assets$5,000$5,000$5,000$5,000Other Assets$5,000$5,000$5,000$5,000Other Assets #1$15,0004%$15,0004%$20,0004%$25,0005%Other Assets$5,000$10,000$10,000$15,000Other AssetsOther AssetsOther Assets #2$5,0001%$10,0002%$10,0002%$15,0003%Other AssetsOther AssetsOther AssetsOther Assets #30.00%0.00%0.00%0.00%Other AssetsOther AssetsOther AssetsOther Assets #40.00%0.00%0.00%0.00%Total Assets$386,500100%$428,000100%$447,000100%$466,000100%

AssetsChart:Automobiles DebtOther Home Assets DebtCredit Card DebtOther Liabilities/Debt #1Taxes payableAccounts payable0.0513918630.04282655250.01927194860.01284796570.01284796570.0042826552LiabilitiesChart:Exclude:Exclude:Click links below to enter Asset DetailLiabilities (debt)Unhide future periods:Click here and Ctrl+Shft+0Hide last two periods:Click here and Ctrl+0Purchase Net Worth Calculator for Only $9.95This sheet is open to Demo UsersBack to SummaryBack to SummaryBack to SummaryBack to SummaryBack to SummaryUnhide future periods:Click here and Ctrl+Shft+0Hide last two periods:Click here and Ctrl+0SummaryAssets DetailLiabilities DetailChartsOverview/ HelpAssets DetailPurchase Net Worth Calculator for Only $9.95The first four categories of this sheet are open to Demo UsersThe categories below are password protected (Demo Version)

Liability Detail1H 20042H 20041H 20052H 2005Liability DescriptionAmount ($)% of TotalAmount ($)% of TotalAmount ($)% of TotalAmount ($)% of TotalAccounts payable #1$500$500$500$500Accounts payable #2Accounts payable #3Accounts payable$5000%$5000%$5000%$5000%Credit Card Debt #1$1,500$1,000$500$500Credit Card Debt #2$500$500$500Credit Card Debt #3$250$250$250$250Credit Card Debt$2,2502%$1,7502%$1,2501%$7501%Taxes payable #1$1,500$500Taxes payable #2Taxes payable$1,5001%$5000%0.00%0.00%Real Estate Debt (remaining loan) #1$100,000$95,000$90,000$85,000Real Estate Debt (remaining loan) #2Real Estate Debt (remaining loan) #3Real Estate Debt$100,00086%$95,00085%$90,00079%$85,00081%Automobiles Debt (remaining loan) #1$5,000$4,000$3,000$2,000Automobiles Debt (remaining loan) #2$1,000$500$10,000$9,000Automobiles Debt (remaining loan) #3Automobiles Debt$6,0005%$4,5004%$13,00011%$11,00010%Other Home Assets Debt #1$5,000$4,000$3,000$3,000Other Home Assets Debt #2$5,000$4,000$4,000Other Home Assets Debt #3Other Home Assets Debt$5,0004%$9,0008%$7,0006%$7,0007%Other Liabilities/Debt$1,000$1,000$1,000$1,000Other Liabilities/Debt$500$500Other Liabilities/DebtOther Liabilities/Debt #1$1,5001%$1,0001%$1,5001%$1,0001%Other Liabilities/DebtOther Liabilities/DebtOther Liabilities/DebtOther Liabilities/Debt #20.00%0.00%0.00%0.00%Other Liabilities/DebtOther Liabilities/DebtOther Liabilities/DebtOther Liabilities/Debt #30.00%0.00%0.00%0.00%Other Liabilities/DebtOther Liabilities/DebtOther Liabilities/DebtOther Liabilities/Debt #40.00%0.00%0.00%0.00%Total Liabilities$116,750100%$112,250100%$113,250100%$105,250100%

Back to SummaryBack to SummaryBack to SummaryUnhide future periods:Click here and Ctrl+Shft+0Hide last two periods:Click here and Ctrl+0Back to SummarySummaryAssets DetailLiabilities DetailChartsOverview/ HelpLiabilities DetailPurchase Net Worth Calculator for Only $9.95The first four categories of this sheet are open to Demo UsersThe categories below are password protected (Demo Version)

Chart1H 20042H 20041H 20052H 2005Total Assets$386,500$428,000$447,000$466,000Total Liabilities$116,750$112,250$113,250$105,2507COUNT10Net Worth$269,750$315,750$333,750$360,75052345RANK1H 20042H 20041H 20052H 2005SUM1H 20042H 20041H 20052H 20053Cash - Checking Accounts150002500025000150008000080,0001Stocks$18,000$25,000$25,000$27,0006Cash - Savings Accounts150001500015000150006000060,0002Home Assets$20,000$22,000$25,000$25,0005Cash - Other150001500015000150006000060,0003Cash - Checking Accounts$15,000$25,000$25,000$15,00015Accounts Receivable0000004Other Assets #1$15,000$15,000$20,000$25,00014Real Estate0000005Cash - Other$15,000$15,000$15,000$15,0002Home Assets200002200025000250009200092,0006Cash - Savings Accounts$15,000$15,000$15,000$15,00013Retirement Funds0000007Automobiles$16,000$16,000$13,000$12,0001Stocks180002500025000270009500095,0008Other Investments$10,000$12,000$12,000$14,0009Bonds100001100012000130004600046,0009Bonds$10,000$11,000$12,000$13,0008Other Investments100001200012000140004800048,00010Other Assets #2$5,000$10,000$10,000$15,0007Automobiles160001600013000120005700057,00011Other Assets #40.00.00.00.04Other Assets #1150001500020000250007500075,00012Other Assets #30.00.00.00.010Other Assets #250001000010000150004000040,00013Retirement Funds0.00.00.00.012Other Assets #300000014Real Estate0.00.00.00.011Other Assets #400000015Accounts Receivable0.00.00.00.00.00.0Include All Assets

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1H 20042H 20041H 20052H 2005

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StocksHome AssetsCash - Checking AccountsOther Assets #1Cash - OtherCash - Savings AccountsAutomobilesOther InvestmentsBondsOther Assets #2Other Assets #4Other Assets #3Retirement FundsReal EstateAccounts Receivable

Asset TrendsExclude from chart:Exclude from chart:SummaryAssets DetailLiabilities DetailChartsOverview/ HelpNet Worth Charts