| Excel Worksheet 2.2 Personal Financial Planner: Personal Balance Sheet |
| Directions: List the current values of your assets and your debts in the blue-shaded cells. The terminology on this sheet is explained in the textbook. The worksheet will automatically total the categories and calculate your net worth in the peach-shaded cells. |
| Assets | | Debts |
| Checking accounts | | Current bills: |
| Savings accounts | | 1 |
| Money market accounts | | 2 |
| U.S. savings bonds | | 3 |
| Cash value of life insurance | | Total current bills | $ - 0 |
| Other short-term investments |
| Total liquid assets | $ - 0 | Credit card balances |
| | | 1 |
| Market value of automobile(s) | | 2 |
| Home furnishings | | 3 |
| Jewelry/art/collectibles | | Total credit card balances | $ - 0 |
| Clothing/personal assets |
| Total personal property | $ - 0 | Alimony/child support owed |
| | | Taxes owed (above withholding) |
| Market value of investments | | Automobile loans |
| Employer retirement plan(s) | | Personal loans |
| Individual retirement account(s) | | Total short term debts | $ - 0 |
| Other retirement savings |
| College savings plan | | Home mortgage |
| Other savings plans | | Home equity loans |
| Total investment assets | $ - 0 | Other real estate loans |
| | | Student loans |
| Market value of home | | Other investment loans |
| Market value of investment real estate | | Other liabilities/debts |
| Total real property | $ - 0 | Total long-term debts | $ - 0 |
| Total assets | $ - 0 | Total debts | $ - 0 |
| | | Net Worth =
Total assets - Total debts = | $ - 0 |
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Excel_Worksheet_2.2_PFP_Personal_Balance_Sheet.xlsx
