Assets and Liabilities Worksheet

Get a handle on your complete financial picture. I recommend you purchase Quicken or Microsoft Money. However, you can use the following to create your own balance sheet.

Assets

Mutual funds ____________

Stocks ____________

Bonds ____________

Notes ____________

Savings accounts ____________

Money market accounts ____________

Real estate ____________

Intellectual property ____________

Other ____________

Liabilities

Mortgage ____________

Car loan ____________

Other loans ____________

Credit card debt ____________

Other ____________