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