Palmetto Citizens FCU: Net Worth Calculator

Palmetto Citizens Federal Credit Union

Net Worth Calculator

This calculator will help you take a "picture" of your current financial condition. Whereas an income and expense statement shows you your financial picture for a period of time (month, year, etc.), this Net Worth Calculator will show you your financial picture at a single point in time (a specific date). That way, if you compute your Net Worth now, and then again 3 months from now, you will be able to tell whether your financial picture is improving or getting worse.

Name:
Enter date to appear on report:

Assets

Liquid Assets

Enter total cash (checking & savings): $
Enter short-term investments: $
Enter Treasury Bills: $
Enter Savings Certificates: $
Enter Money Market Funds: $
Enter the cash value of Life Insurance: $
Enter any other liquid asset value: $
Total Liquid Asset Value:

Investment Assets

Enter Notes Receivable value: $
Enter Marketable Securities value: $
Enter Securities value: $
Enter Bonds value: $
Enter Real Estate Investment value: $
Enter Tax Incentive Investment value: $
Enter Retirement Funds value: $
Total Investment Asset Value:

Personal Assets

Enter Residence value: $
Enter vacation property value: $
Enter art & antique value: $
Enter furnishings value: $
Enter total vehicles value: $
Enter any other personal asset value: $
Total Personal Asset Value:

Total Asset Value:

Liabilities

Short-Term Liabilities

Enter credit card debt: $
Enter car loan debt: $
Enter construction leins / notes / balances: $
Enter loan on life insurance: $
Enter installment loans: $
Enter accrued income taxes: $
Enter any other debts: $
Total Short-Term Liabilities:

Long-Term Liabilities

Enter loans to purchase personal assets: $
Enter loans to acquire a business: $
Enter mortgage on personal residence(s): $
Enter note to business: $
Enter other long-term debt: $
Enter other long-term debt: $
Enter other long-term debt: $
Total Long-Term Liabilities:

Contingent Liabilities

Enter Endorser debt: $
Enter Guarantor (SBA Loan) debt: $
Enter damage claims debt: $
Enter tax debt: $
Enter other contingent debt: $
Enter other contingent debt: $
Total Contingent Liabilities:

Total Liabilities Debt:

Total Net Worth: