Net Worth Analysis Excel Template (Excel XLSX)

BENEFITS OF THIS EXCEL DOCUMENT

1. Excel XLSX File

EXCEL 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.

Source: Net Worth Analysis Excel Template Excel (XLSX) Spreadsheet, Improve Your Excel