Net Worth Analysis Excel Template   Excel template (XLSX)
$39.00

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Net Worth Analysis Excel Template (Excel XLSX)

Excel (XLSX)

$39.00

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BENEFITS OF DOCUMENT

  1. Excel XLSX File

DESCRIPTION

This product (Net Worth Analysis Excel Template) is an Excel template (XLSX), which you can download immediately upon purchase.

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.

Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Net Worth Analysis Excel Template Excel (XLSX) Spreadsheet, Hafiz Ali


$39.00

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ABOUT THE AUTHOR

Author: Hafiz Ali
Additional documents from author: 63

Introducing our Excel Premium Templates – your solution to simplifying your tasks. Our collection offers meticulously designed templates that are crafted to streamline your work processes and enhance efficiency. Whether you're managing budgets, creating reports, or organizing data, our premium templates are tailored to cater to your specific needs. [read more]

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