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Financial Overview Worksheets

Use these worksheets to assess your current financial situation.


Net Worth Statement

Create a list of what you own (assets) and what you owe (liabilities) to determine your net worth.

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Basic Cash Flow Statement

Record your monthly income and itemized monthly expenses to see where your money is going.

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Debt Ratio Analysis

Determine if your monthly debt payments put you at risk.

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Debt Test

Take this quiz to find out if you are managing debt appropriately.

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Please note that PDF files require Adobe Acrobat Reader to view. You can download it here for free. XLS files are Excel Spreadsheets that have formulas to calculate certain numbers. These require Microsoft Excel or other spreadsheet software like Open Office, which is free.

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