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Net Worth Analysis Excel Template
  • Net Worth Analysis Excel Template
  • Net Worth Analysis Excel Template
  • Net Worth Analysis Excel Template
Originally published: 01/09/2024 06:47
Publication number: ELQ-83409-1
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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.

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Description
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.
  • To refresh the data, please use the following keyboard shortcut: Alt > A > R > A
  • In the data analysis zone, review all analyses for accounts, assets, liabilities, incomes, and expenses with dynamic slicers.

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