You're viewing sample dataCreate your free dashboard
Balance Sheet
A complete snapshot of assets and liabilities
Assets
$1,638,186Real Estate
$1,005,000Primary Residence
Rental Property
Retirement
$291,241401(k)
Fidelity
Roth IRA
Vanguard
Investments
$189,247Brokerage
Schwab
Cash & Banking
$60,534Ally Savings
Ally
Chase Checking
Chase
Business Equity
$38,000Side Project LLC
Physical Assets
$29,6502022 Toyota 4Runner
Crypto & Digital
$24,514Bitcoin + ETH
Coinbase
Liabilities
$719,400Mortgage
$697,199Primary Mortgage
Chase
Rental Mortgage
Wells Fargo
Auto Loan
$10,4744Runner Loan
Capital One
Student Loans
$10,300Student Loans
Nelnet
Credit Cards
$1,428Amex Blue Cash
American Express
Total Assets
$1,638,186
Total Liabilities
$719,400
Net Worth
$918,786