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Personal Net Worth template in Excel 2007

Posted on 2010-04-08
Medium Priority
Last Modified: 2012-06-21
I am looking for a Personal Net Worth Excel Template. What are some good ones? I want sections that include schedules for stocks, mortgages, real estate, receivables, payables, life insurance and other financial products.
Question by:Scruples89
  • 4
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Expert Comment

ID: 30128515
You can download one from any major bank website ,I know BOA has one
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Accepted Solution

oleggold earned 1000 total points
ID: 30128777
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Expert Comment

ID: 30128946
MS templates will be working best with all their ms-office versions including excel mobile but if You need something different from MS only You could find pretty good for Iphone or google spreadheets
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Expert Comment

ID: 30129062
actually if You have a good MS template,created a  worksheet from what I've sent You before You can always convert it to Goggle spreadsheets and have it accessible online , this way You can update it anywhere. Some limitations of course could apply.
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Assisted Solution

patrickab earned 1000 total points
ID: 30292200

As you have already specified the areas as - stocks, mortgages, real estate, receivables, payables, life insurance and other financial products - what's to stop you from constructing exactly what you need yourself. It is a simple enough task to create the workbook with the required detail. The hard part is finding out all the financial information that will go into the workbook.


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