Skip to content
Share
Explore
Year-end account balances
Enter the balance of each account on December 31st for each year
Add year-end account balance
Year-end account balances
Year
Account
Taxable $
Pre-tax $
Roth $
Total $
2022
2
Investment
$100,000
$7,000
$45,000
$152,000
Checking
$3,000
$3,000
2021
2
Checking
$4,000
$4,000
Investment
$90,000
$6,000
$40,000
$136,000
2020
2
Investment
$70,000
$6,000
$35,000
$111,000
Checking
$5,000
$5,000
2019
2
Investment
$60,000
$5,000
$30,000
$95,000
Checking
$7,000
$7,000
2018
2
Investment
$38,000
$2,000
$18,000
$58,000
Checking
$4,000
$4,000
2017
1
Investment
$42,000
$2,000
$20,000
$64,000
2016
1
Investment
$30,000
$1,500
$15,000
$46,500
2015
1
Investment
$20,000
$1,000
$10,000
$31,000
2014
1
Investment
$10,000
$5,000
$15,000
Want to print your doc?
This is not the way.
This is not the way.
Try clicking the ··· in the right corner or using a keyboard shortcut (
CtrlP
) instead.