Spreadsheet: 14bbde99-d079-4cb0-9a7e-b123971b0446
Sheet: Sheet1

Unnamed: 0 | Unnamed: 1 | Unnamed: 2 | Unnamed: 3 | Unnamed: 4 | Unnamed: 5 | Unnamed: 6 | Unnamed: 7 | Unnamed: 8 | Unnamed: 9 | Unnamed: 10 | Unnamed: 11 | Unnamed: 12 | Unnamed: 13 | Unnamed: 14 | Unnamed: 15 | Unnamed: 16 | Unnamed: 17
 |  |  |  |  |  |  |  |  | Software Powered by…
 |  |  |  |  |  |  |  |  |  | Client Name: | [NAME]
 |  | Instructions
 |  | You may move from worksheet to worksheet by clicking on the grey buttons
 |  | located at the top of each worksheet or the blue tabs at the bottom of this workbook.
 |  | Each sheet is password protected in order to avoid inadvertent deletion of key formulas.
 |  | Enter data in the white cells with grey borders only |  |  |  |  |  | 50000 |  |  |  |  |  |  |  |  | Quarterly
 |  | Use the drop down boxes                            when indicated. |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Semiannually
 |  | Printing: From the sheet you would like to print, press Ctrl+p
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Annually
 |  | Net Worth Summary
 |  | This sheet summarizes all your assets and liabilities per the data you enter into the Assets Detail and Liabilities Detail sheets.
 |  | Using the drop down boxes at the top of the Summary sheet, select how often you would like to track your net worth, then
 |  | select the initial tracking period.
 |  | Use the links                                      provided to enter the data on the Assets Detail and Liabilities Detail sheets.
 |  | If you would like to change the category names, you may do so on the Assets Detail and Liabilities Detail sheets.  Your customized
 |  | names will then appear on the Summary sheet.
 |  | Your Net Worth is calculated for you at the bottom of this sheet (Net Worth = Assets - Liabilities).
 |  | Choose which periods you would like to chart using the drop down window above each pie chart.  For alternate views of the pie charts,
 |  | you may also choose to exclude particular assets/liabilities by using the drop down window next to "Exclude"
 |  | Assets Detail
 |  | Enter all your Asset information on this sheet.  You may change the asset categories and labels on this sheet only (your customized
 |  | names will then appear on the [NAME] sheet).
 |  | Liabilities [NAME]
 |  | Enter all your Liability/Debt information on this sheet.  You may change the liability categories and labels on this sheet only (your customized
 |  | names will then appear on the [NAME] sheet).
 |  | Net Worth Charts
 |  | This sheet offers a high level summary of your assets, liabilities and net worth over time.
 |  | A second chart (off to the right) illustrates your asset detail.  For alternate views, you may exclude up to two asset categories.
 |  | Financial Calculators available at Simpleplanning.com:
 |  | - | Budget Planner |  | - | Mortgage Calculator |  | Net Worth Calculator |  |  | Invoice Template
 |  | - | Investment Calculator |  | - | Tax Calculator |  | Complete Planner |  |  | Business Suite
 |  | - | Retirement Planner |  | - | 401k Calculator |  | Profit & Loss Planner |  |  | Business Planner
 |  | Software License Agreement
 |  | Simpleplannings.com grants usage of this financial planning "software" under the following terms and conditions:
 |  | After the purchasing and downloading of this software from Simpleplanning.com, the purchaser is granted a "license" to use this product.
 |  | The "licensee" may make copies of this product in an amount that does not exceed the number of licenses originally purchased from
 |  | Simpleplanning.com, or for the purpose of creating a backup copy.
 |  | This file or the software contained in this file shall not be transferred to a non-licensee without the written consent from Simpleplanning.com.
 |  | Limitation of Liability
 |  | Simpleplanning.com will not be held liable for damages in the event of, but not limited to inaccurate assumptions, calculation errors,
 |  | software, hardware, data and network failure and profit/savings losses as a result of using this software.