Farm Business & Financial Management
Net Worth Statement Worksheet
A worksheet for listing personal and business assets and debts to find net worth. Farm owners use it for loan packages, estate talks and a yearly check on financial progress.
WorksheetFarm Business & Financial ManagementFree PDF
What you fill in
- Date of statement
- Checking and savings
- Farm assets owned
- Personal property and vehicles
- Retirement and investment accounts
- Real estate owned
- Credit cards and short-term debts
- Mortgages and land loans
- Net worth total
How to use this worksheet
Work down the lines and fill in what you know. Leave a line blank if you need to look something up, then come back and finish it.
Where to check the details
This sheet is a general template, so confirm specifics with your own manuals, labels and local rules. For current official guidance, start with Farmers.gov Loans and CFPB.
For more in this area, see the farm money and loan guides. Between chores, farm.FM has farm humor, including Farm Safety Net Hits $13.8 Billion, Still Has Holes, and agribusiness farm stories.