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INCOME |
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ANALYSIS |
Earned Income |
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How Much Do You Keep? |
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Earned #1 |
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Cash Flow/Total Income |
#DIV/0! |
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Earned #2 |
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***should be increasing |
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Earned Total |
$- |
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Passive Income |
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Does Your Money Work For You? |
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Real Estate (NET) |
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Passive+Portfolio/Total Inc |
#DIV/0! |
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Business (NET) |
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***should be increasing |
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Passive Total |
$- |
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Portfolio Income |
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How Much Do You Pay In Taxes? |
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Interest |
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Income Taxes/Total Income |
#DIV/0! |
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Dividends |
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Royalties |
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How Much Goes to Housing? |
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Portfolio Total |
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Housing Expenses/Income |
#DIV/0! |
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TOTAL INCOME |
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$- |
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***keep under 33 percent |
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EXPENSES |
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How Much Do You Spend on Doodads? |
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Expenses |
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Doodad Total/Banker Assets |
#DIV/0! |
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Taxes (Income) |
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***keep under 33 percent |
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Taxes (Real Estate) |
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Home Mortgage (or Rent) |
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What Is Your Annual Return On Assets? |
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Utilities |
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Pass+Port/Rich Dad Assets |
#DIV/0! |
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Maintenance |
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***should be increasing |
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Home Insurance |
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Food and Clothing |
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How Wealthy Are You? |
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Other Expenses |
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Rich Dad Assets/Expenses |
#DIV/0! |
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Tithing |
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***measured in months |
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Credit Card #1 |
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Credit Card #2 |
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Car Loan #1 |
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Car Loan #2 |
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School Loan #1 |
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School Loan #2 |
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TOTAL EXPENSES |
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$- |
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NET MONTHLY CASH FLOW |
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$- |
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ASSETS |
LIABILITIES |
ASSETS |
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LIABILITIES |
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Bank Accounts |
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Credit Cards |
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Stocks |
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Car Loans |
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Bonds |
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School Loans |
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Receivables |
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Home Mortgage |
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Real Estate |
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Personal Loans |
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(fair market value less mortgage) |
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Other Debt |
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Business Value (NET) |
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TOTAL LIABILITIES |
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$- |
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ASSETS TOTAL |
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$- |
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DOODADS |
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Home |
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Car(s) |
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Other |
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DOODADS TOTAL |
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$- |
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TOTAL ASSETS per Banker |
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$- |
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NET WORTH per Banker |
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$- |
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(Assets Total + Doodads) |
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(Total Assets per Banker minus Total Liabilities) |
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TOTAL ASSETS per Rich Dad |
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$- |
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NET WORTH per Rich Dad |
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$- |
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(Assets Total Only, No Doodads) |
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(Total Assets per Rich Dad minus Total Liabilities) |
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Name: |
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Date: |
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INCOME |
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ANALYSIS |
Earned Income |
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How Much Do You Keep? |
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Earned #1 |
$500.00 |
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Cash Flow/Total Income |
-573.30% |
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Earned #2 |
$650.00 |
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***should be increasing |
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Earned Total |
$1,150.00 |
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Passive Income |
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Does Your Money Work For You? |
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Real Estate (NET) |
$- |
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Passive+Portfolio/Total Inc |
0.00% |
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Business (NET) |
$- |
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***should be increasing |
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Passive Total |
$- |
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Portfolio Income |
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How Much Do You Pay In Taxes? |
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Interest |
$- |
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Income Taxes/Total Income |
0.00% |
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Dividends |
$- |
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Royalties |
$- |
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How Much Goes to Housing? |
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Portfolio Total |
$- |
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Housing Expenses/Income |
29.83% |
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TOTAL INCOME |
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$1,150.00 |
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***keep under 33 percent |
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EXPENSES |
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How Much Do You Spend on Doodads? |
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Expenses |
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Doodad Total/Banker Assets |
0.00% |
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Taxes (Income) |
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***keep under 33 percent |
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Taxes (Real Estate) |
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Home Mortgage (or Rent) |
$343.00 |
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What Is Your Annual Return On Assets? |
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Utilities |
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Pass+Port/Rich Dad Assets |
0.00% |
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Maintenance |
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***should be increasing |
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Home Insurance |
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Food and Clothing |
$500.00 |
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How Wealthy Are You? |
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Other Expenses |
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Rich Dad Assets/Expenses |
0.7 |
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Tithing |
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***measured in months |
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Credit Card #1 |
$1,300.00 |
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Credit Card #2 |
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Car Loan #1 |
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Car Loan #2 |
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School Loan #1 |
$5,600.00 |
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School Loan #2 |
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TOTAL EXPENSES |
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$7,743.00 |
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NET MONTHLY CASH FLOW |
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$(6,593.00) |
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ASSETS |
LIABILITIES |
ASSETS |
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LIABILITIES |
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Bank Accounts |
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Credit Cards |
$1,300.00 |
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Stocks |
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Car Loans |
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Bonds |
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School Loans |
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Receivables |
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Home Mortgage |
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Real Estate |
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Personal Loans |
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School Loan #1 |
$5,600.00 |
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Other Debt |
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Business Value (NET) |
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TOTAL LIABILITIES |
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$1,300.00 |
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ASSETS TOTAL |
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$5,600.00 |
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DOODADS |
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Home |
$- |
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Car(s) |
$- |
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Other |
$- |
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DOODADS TOTAL |
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$- |
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TOTAL ASSETS per Banker |
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$5,600.00 |
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NET WORTH per Banker |
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$4,300.00 |
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(Assets Total + Doodads) |
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(Total Assets per Banker minus Total Liabilities) |
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TOTAL ASSETS per Rich Dad |
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$5,600.00 |
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NET WORTH per Rich Dad |
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$4,300.00 |
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(Assets Total Only, No Doodads) |
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(Total Assets per Rich Dad minus Total Liabilities) |
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