Equity Sheet Template
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1EQUITY SHEET
Calculating your equity gives you a snapshot of what you are worth today and acts as an
inventory of all your valuable property. Credit card debt and unsecured loans are considered
negative equity.
Equity
Item/Describe
Value
-
Debt
=
Real Estate _____________
-
=
Real Estate _____________
-
=
Car ____________________
-
=
Car ____________________
-
=
Cash on Hand
-
=
Checking Acct 1
-
=
Checking Acct 2
-
=
Savings Acct 1
-
=
Savings Acct 2
-
=
Money Market Account
-
=
Mutual Funds
-
=
Retirement Plan
-
=
Stocks or Bonds
-
=
Cash Value Insurance
-
=
Household Items
-
=
Jewelry
-
=
Antiques
-
=
Boat
-
=
Unsecured Debt (Negative)
-
=
Credit Card Debt (Negative)
-
=
Other __________________
-
=
Other __________________
-
=
Other __________________
-
=
TOTAL
-
=
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Parent category: Business