More Sizzle from the New Personal Vault … Living Net Worth and Bank Ready Asset and Liability Page… Sizzle Sizzle (Clients)

So we now know how to find your New Personal Total Vault, you know how to load items into your Vault and link any and all asset accounts, from anywhere.

As a result of all of that hard work, our next Sizzle is a living Net Worth and Bank Ready Asset and Liability page…

If we have successfully linked all of our accounts and updated our property and other values, this sheet will be accurate on a daily basis…WOW !!

If you are having troubles linking… NO PROBLEM we can help with all…. just let us know what you are having issues with !

Did we tell you this would be easy? Well it is !  HERE WE GO…

Log in as you usually do

Click on the Reports Tab, (Circled in Red)

Your Net Worth Statement will appear, (Circled)

Click on Web Print (Circled in Red) to download a printable, controllable Net Worth Page .!!

Net Worth Shot W Red Circles.jpg


For those that need a bank signature ready Asset and Liability page, we have you covered too!

Click on the Report Selection drop down tab (circled) and click on Asset and Liabilities Statement

Statement of A and L W Red Circles.jpg

This is a rather long report, as such we cut to the bottom so you may see the signature area

Statement of A and L SIGNATURE W Red Circles.jpg

Again, you may utilize the Web Print Feature to get a hard copy of this report and keep your banker happy !

Hope you think this is as neat as we do !

Have a Great Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.

Leave a Reply