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Net Worth Report Styles

The following are samples of each of the Net Worth report styles in Moneytree Plan. The default Net Worth report style can be set in the Report Options section of Settings.

The Net Worth style can also be modified at the scenario level for a client by going to the Report Options tab of the Assumptions section within a scenario.

Bank

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Consolidated

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Ownership

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Express

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NOTE: The Express style Net Worth report itemizes each asset and liability and may overflow into multiple pages. All other Net Worth styles are designed to fit all information on a single page by consolidating similar items.

You must have Author or Collection Owner permission to create Guru Cards. Contact your team's Guru admins to use this template.