video1.0<iframe src="https://www.loom.com/embed/7dc515ad43a14a81a30d497e498ace98" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/7dc515ad43a14a81a30d497e498ace98-e2ccb63007a314d0.gif670.976This Loom explains how to use the Balance Tax Personal Wealth Worksheet to build a monthly snapshot of your finances. It walks through how to add in your business and personal assets and liabilities, including pulling balance sheet values (for example, as at 30 June 2026 or as of today) and totalling net worth by subtracting liabilities from assets.