Net Worth Analysis Excel Template
![Net Worth Analysis Excel Template]()
![Net Worth Analysis Excel Template]()
![Net Worth Analysis Excel Template]()
Net worth is the value of the assets a person or corporation owns, minus the liabilities they owe. It is an important metric to gauge a company's health.
Assets
- An asset is a resource with economic value that an individual, corporation, or country owns or controls with the expectation that it will provide a future benefit.
Liabilities
- A liability is something a person or company owes, usually a sum of money.
- Liabilities are settled over time through the transfer of economic benefits, including money, goods, or services.
Settings
- This sheet helps you set company settings and references for Transaction Data and Net Worth Calculations.
- Add required years, available accounts, and transaction categories for your data entry form.
- Record vendor names or related organizations for transaction processes.
- Your settings are ready to reflect in your data entry form and calculations.
Transaction Data
- In this sheet, all company transactions are recorded.
Net Worth Analysis
- Preview the annual net worth tracker visualized with charts and dynamic slicers.
- The net worth trend is automatically drawn from your transaction history.
- Navigate years using the "year" selection drop-down list.
- In the data analysis zone, review all analyses for accounts, assets, liabilities, incomes, and expenses with dynamic slicers.
