Name: Net Worth Analysis Excel Template
Brand: eFinancialModels
SKU: 515896
Price: 19.00 USD
Availability: InStock

All Industries, General Excel Financial Models

Calculator, Dashboard, Excel, Financing, Tracking

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.

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