Personal Net Worth Statement Sanity Check
Check a household balance sheet for errors, as education.
Added October 15, 2026. Written with AI assistance and checked for clarity and placeholders; not reviewed by a lawyer, accountant, clinician or other professional. How these prompts are made
The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.
[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it (what [VERIFY] means).
Check my personal net worth statement for arithmetic and consistency. Assets and liabilities with values, dates and sources: [NET_WORTH_DATA]. Changes since the last statement: [CHANGES]. Items I am unsure how to value: [UNCERTAIN_ITEMS]. Verify the totals, check that values come from dated sources, that liabilities include accrued interest where relevant, that assets are not counted twice, and that the change since last time matches known events. Show the arithmetic. Return a table with Item, Value, Source, Concern (red, amber, green) and Question, and a plain-language reading of the result without advice on what to buy, sell or borrow. This is education, not personalised financial advice; tax questions are [VERIFY] for [JURISDICTION]. Also suggest a simple routine for updating the statement quarterly and keeping the sources attached, so that changes can be explained without guesswork. Use only the figures I supply, mark estimates as estimates, and flag anything that depends on accounting standards or tax rules [VERIFY] with [JURISDICTION] for an accountant to confirm.
Fill in before use
Optional: type your details and the prompt above updates. Nothing is saved or sent.
Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.