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[]
[null,"Today's","                            Click on color button to activate"]
[null,"Date"]
[null,{"$f":"TODAY()","v":"2020-09-14"}]
[]
[null,null,"Financial Net Worth Worksheet"]
[]
[null,null,"First Name","First Name",null," "]
[null,null," "," "]
[]
[null,null,"Assets:"]
[null,null,"Qualified: IRA, Roth IRA, 401-K, 403-B, Annuity, etc.",null,null,{"$f":"$B$4","v":"2020-09-14"}]
[null,null,"Account","Acct. Holder","Held At","Amount"]
[null,{"$f":"IF(F14=0,2,1)","v":2},"401-k",{"$f":"$C$9","v":" "},null,0]
[null,{"$f":"IF(F15=0,2,1)","v":2},"IRA"," ",null,0,null,null,null,null,null,null,null," "]
[null,{"$f":"IF(F16=0,2,1)","v":2},"IRA Rollover"," ",null,0]
[null,2,"Roth IRA"," ",null,0]
[null,2,"Annuity"," ",null,0]
[null,2,"??"," ",null,0]
[null,2,"??"," ",null,0]
[null,2,"401-k",{"$f":"$D$9","v":" "},null,0]
[null,2,"IRA"," ",null,0]
[null,2,"IRA Rollover"," ",null,0]
[null,2,"Roth IRA"," ",null,0]
[null,2,"Annuity"," ",null,0]
[null,2,"??"," ",null,0]
[null,2,"??"," ",null,0]
[null,1,"Qualified Sub-Total",null,null,{"$f":"SUM(F14:F27)","v":0}]
[null,1]
[null,1,"Non-Qualified - Non tax deferred accounts",null,null,{"$f":"F$12","v":"2020-09-14"}]
[null,1,"Account","Acct. Holder","Held At","Amount"]
[null,2,"Checking Account","Joint",null,0]
[null,2,"Savings Account","Joint",null,0]
[null,2,"Brokerage Account","Joint",null,0]
[null,2,"Life Insurance Cash Value",{"$f":"C9","v":" "},null,0]
[null,2,"Life Insurance Cash Value",{"$f":"D9","v":" "},null,0]
[null,2,"??",null,null,0]
[null,2,"??",null,null,0]
[null,2,"??",null,null,0]
[null,1,"Non-Qualified Sub-Total",null,null,{"$f":"SUM(F32:F39)","v":0}]
[null,1]
[null,1,"Home, Cars, Vacation/Rental Property, Rec. Vehicles, +",null,null,{"$f":"F$12","v":"2020-09-14"}]
[null,1,"Item","Acct. Holder","Held At","Est'd Value"]
[null,2,"Home","Joint",null,0]
[null,2,"Cabin","Joint",null,0]
[null,2,"Car 1","Joint",null,0]
[null,2,"Car 2","Joint",null,0]
[null,2,"Boat","Joint",null,0]
[null,2,"??",null,null,0]
[null,2,"??",null,null,0]
[null,2,"??",null,null,0]
[null,1,"Home, Cars, Etc. Sub-Total",null,null,{"$f":"SUM(F44:F51)","v":0}]
[null,1]
[null,1,"Liabilities:"]
[null,1,"Balances on mortgages, credit cards, auto/boat, loans, +",null,null,{"$f":"F$12","v":"2020-09-14"}]
[null,1,"Account/Item","Acct. Holder","Held At","Amount"]
[null,2,{"$f":"C44","v":"Home"},"Joint",null,0]
[null,2,{"$f":"C45","v":"Cabin"},"Joint",null,0]
[null,2,"Car 1","Joint",null,0]
[null,2,"Car 2","Joint",null,0]
[null,2,"Boat","Joint",null,0]
[null,2,"??",null,null,0]
[null,2,"??",null,null,0]
[null,2,"??",null,null,0]
[null,2,"Credit Card 1","Joint",null,0]
[null,2,"Credit Card 2","Joint",null,0]
[null,2,"Credit Card 3","Joint",null,0]
[null,2,"Store Credit Card A","Joint",null,0]
[null,2,"Store Credit Card B","Joint",null,0]
[null,2,"Store Credit Card C","Joint",null,0]
[null,2,"School Loan",{"$f":"C9","v":" "},null,0]
[null,2,"School Loan",{"$f":"D9","v":" "},null,0]
[null,2,"??",null,null,0]
[null,2,"??",null,null,0]
[null,2,"??",null,null,0]
[null,1,"Liabilities Sub-Total",null,null,{"$f":"SUM(F57:F75)","v":0}]
[null,1]
[null,1,"Summary Assets, Liabilities, and Net Worth",null,null,{"$f":"F$12","v":"2020-09-14"}]
[null,1,{"$f":"C28","v":"Qualified Sub-Total"},null,null,{"$f":"F28","v":0}]
[null,1,{"$f":"C40","v":"Non-Qualified Sub-Total"},null,null,{"$f":"F40","v":0}]
[null,1,{"$f":"C52","v":"Home, Cars, Etc. Sub-Total"},null,null,{"$f":"F52","v":0}]
[null,1,"Total Assets",null,"+",{"$f":"SUM(F79:F81)","v":0}]
[null,1,"Total Liabilities",null,"-",{"$f":"F76","v":0}]
[null,1,"Total Net Worth = Assets minus Liabilities",null,"=",{"$f":"F82-F83","v":0}]
[null,1]
[null,1,"© 2020, www.lifesjourney.us, all rights reserved."]
[null,1,"Use this free Financial Net Worth Worksheet at your own risk. "]
[null,1,"Feel free to modify worksheet to meet your own financial needs. "]
[null,1,"Consult with a financial, tax, legal professionals to double check your numbers and formulas before making any investment and life decisions based on worksheet information."]
[null,1,"Note: if you add rows, open hidden column \"B\" to copy formula in \"B\" to allow Open \"0\" & Close \"0\" buttons to work."]
[null,1,"If colored activation buttons on top do not work, then delete rows 2, 3 and 4."]
[null,1," "]

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[]
[null,null,"Financial Net Worth Worksheet - Example"]
[]
[null,null,"First Name","First Name",null," "," "," "," "]
[null,null,"John","Jessica"]
[]
[null,null,"Assets:"]
[null,null,"Qualified: IRA, Roth IRA, 401-K, 403-B, Annuity, etc.",null,null,"2020-09-14","2020-06-30","2020-03-30","2020-12-31"]
[null,null,"Account","Acct. Holder","Held At","Amount","Amount","Amount","Amount"]
[null,{"$f":"IF(F10=0,2,1)","v":1},"401-k",{"$f":"$C$5","v":"John"},"Schwab",1100,1000,800,1100]
[null,{"$f":"IF(F11=0,2,1)","v":1},"IRA","John","Fidelity",1100,1000,800,1100]
[null,1,"IRA Rollover","John","E-Trade",1100,1000,800,1100]
[null,1,"Roth IRA","John","Schwab",1100,1000,800,1100]
[null,1,"Annuity","John","Allianz",1100,1000,800,1100]
[null,2,"??","John"]
[null,2,"??","John"]
[null,1,"401-k",{"$f":"$D$5","v":"Jessica"},"Fidelity",1100,1000,800,1100]
[null,1,"IRA","Jessica","E-Trade",1100,1000,800,1100]
[null,1,"IRA Rollover","Jessica","Schwab",1100,1000,800,1100]
[null,1,"Roth IRA","Jessica","Schwab",1100,1000,800,1100]
[null,1,"Annuity","Jessica","Allianz",1100,1000,800,1100]
[null,2,"??","Jessica"]
[null,2,"??","Jessica"]
[null,1,"Qualified Sub-Total",null,null,{"$f":"SUM(F10:F23)","v":11000},10000,8000,{"$f":"SUM(I10:I23)","v":11000}]
[null,1]
[null,1,"Non-Qualified - Non tax deferred accounts",null,null,{"$f":"F$8","v":"2020-09-14"},{"$f":"G$8","v":"2020-06-30"},{"$f":"H$8","v":"2020-03-30"},{"$f":"I$8","v":"2020-12-31"}]
[null,1,"Account","Acct. Holder","Held At","Amount","Amount","Amount","Amount"]
[null,{"$f":"IF(F28=0,2,1)","v":1},"Checking Account","Joint","Wells Fargo",1200,1000,900,900]
[null,1,"Savings Account","Joint","Wells Fargo",1200,1000,900,900]
[null,1,"Brokerage Account","Joint","Fidelity",1100,1000,800,1100]
[null,1,"Life Insurance Cash Value",{"$f":"C5","v":"John"},"MetLife",1100,1000,800,1100]
[null,1,"Life Insurance Cash Value",{"$f":"D5","v":"Jessica"},"MetLife",1100,1000,800,1100]
[null,2,"??"]
[null,2,"??"]
[null,2,"??"]
[null,1,"Non-Qualified Sub-Total",null,null,{"$f":"SUM(F28:F35)","v":5700},5000,4200,{"$f":"SUM(I28:I35)","v":5100}]
[null,1]
[null,1,"House, Cars, Vacation/Rental Property, Rec. Vehicles, + ",null,null,{"$f":"F$8","v":"2020-09-14"},{"$f":"G$8","v":"2020-06-30"},{"$f":"H$8","v":"2020-03-30"},{"$f":"I$8","v":"2020-12-31"}]
[null,{"$f":"IF(F39=0,2,1)","v":1},"Item","Acct. Holder","Held At","Est'd Value","Est'd Value","Est'd Value","Est'd Value"]
[null,1,"Home","Joint","US Bank",100000,100000,100000,100000]
[null,1,"Cabin","Joint","US Bank",75000,75000,75000,75000]
[null,1,"Car 1","Joint","GMC Finance",18000,19000,20000,20000]
[null,1,"Car 2","Joint","Credit Union",9000,9500,10000,10000]
[null,1,"Boat","Joint","Credit Union",2300,2500,2500,2500]
[null,2,"??",null,null,0,0,0,0]
[null,2,"??",null,null,0,0,0,0]
[null,2,"??",null,null,0,0,0,0]
[null,1,"Home, Cars, Etc. Sub-Total",null,null,{"$f":"SUM(F40:F47)","v":204300},206000,207500,{"$f":"SUM(I40:I47)","v":207500}]
[null,1]
[null,1,"Liabilities:"]
[null,{"$f":"IF(F51=0,2,1)","v":1},"Balances on mortgages, credit cards, auto/boat, loans, etc. ",null,null,{"$f":"F$8","v":"2020-09-14"},{"$f":"G$8","v":"2020-06-30"},{"$f":"H$8","v":"2020-03-30"},{"$f":"I$8","v":"2020-12-31"}]
[null,1,"Account/Item","Acct. Holder","Held At","Amount","Amount","Amount","Amount"]
[null,1,{"$f":"C40","v":"Home"},"Joint","US Bank",73500,74000,74500,75000]
[null,1,{"$f":"C41","v":"Cabin"},"Joint","US Bank",49300,49500,49750,50000]
[null,1,"Car 1","Joint","GMC Finance",19000,19200,19600,20000]
[null,1,"Car 2","Joint","Credit Union",2500,2600,2800,3000]
[null,1,"Boat","Joint","Credit Union",275,280,290,300]
[null,2,"??"]
[null,2,"??"]
[null,2,"??"]
[null,1,"Credit Card 1","Joint","Visa",300,200,400,200]
[null,1,"Credit Card 2","Joint","Am. Express",200,300,200,200]
[null,1,"Credit Card 3","Joint","Mastercard",200,200,300,200]
[null,1,"Store Credit Card A","Joint","Target",50,100,150,100]
[null,1,"Store Credit Card B","Joint","Kohl's",75,200,100,100]
[null,2,"Store Credit Card C","Joint","Macy's",0,125,100,100]
[null,1,"School Loan",{"$f":"C5","v":"John"},"?",4400,4500,4750,5000]
[null,1,"School Loan",{"$f":"D5","v":"Jessica"},"?",4400,4500,4750,5000]
[null,2,"??"]
[null,2,"??"]
[null,2,"??"]
[null,1,"Liabilities Sub-Total",null,null,{"$f":"SUM(F53:F71)","v":154200},155705,157690,{"$f":"SUM(I53:I71)","v":159200}]
[null,1]
[null,1,"Summary Assets, Liabilities, and Net Worth",null,null,{"$f":"F$8","v":"2020-09-14"},{"$f":"G$8","v":"2020-06-30"},{"$f":"H$8","v":"2020-03-30"},{"$f":"I$8","v":"2020-12-31"}]
[null,1,{"$f":"C24","v":"Qualified Sub-Total"},null,null,{"$f":"F24","v":11000},10000,8000,{"$f":"I24","v":11000}]
[null,1,{"$f":"C36","v":"Non-Qualified Sub-Total"},null,null,{"$f":"F36","v":5700},5000,4200,{"$f":"I36","v":5100}]
[null,1,{"$f":"C48","v":"Home, Cars, Etc. Sub-Total"},null,null,{"$f":"F48","v":204300},206000,207500,{"$f":"I48","v":207500}]
[null,1,"Total Assets",null,"+",{"$f":"SUM(F75:F77)","v":221000},221000,219700,{"$f":"SUM(I75:I77)","v":223600}]
[null,1,"Total Liabilities",null,"-",{"$f":"F72","v":154200},155705,157690,{"$f":"I72","v":159200}]
[null,1,"Total Net Worth = Assets minus Liabilities",null,"=",{"$f":"F78-F79","v":66800},65295,62010,{"$f":"I78-I79","v":64400}]
[null,1]
[null,1,"© 2020, www.lifesjourney.us, all rights reserved."]
[null,1,"Use this free Financial Net Worth Worksheet at your own risk. "]
[null,1,"Feel free to modify worksheet to meet your own financial needs. "]
[null,1,"Consult with a financial, tax, legal professionals to double check your numbers and formulas before making any investment and life decisions based on worksheet information."]
[null,1,"Note: if you add rows, open hidden column \"B\" to copy formula in \"B\" to allow Open \"0\" & Close \"0\" buttons to work."]
[null,1,"If colored activation buttons on top do not work, then delete rows 2, 3 and 4."]
[null,1]