Scribd
Upload
111 views2 pages

Personal Financial Statement

This document is a personal financial statement template that allows the user to enter their name and the date. It includes sections to list assets and liabilities with amounts in dollars. The assets section includes lines for cash accounts, certificates of deposit, securities, notes/contracts receivable, life insurance, personal property, retirement funds, real estate, and other assets. The liabilities section includes lines for current debt, notes payable, taxes payable, real estate mortgages, and other liabilities. The final section provides details on notes/contracts held, securities owned, privately held stock, real estate owned, credit/charge card debt, and notes/mortgages payable.

Uploaded by

CoTrios Health Chains
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
111 views2 pages

Personal Financial Statement

This document is a personal financial statement template that allows the user to enter their name and the date. It includes sections to list assets and liabilities with amounts in dollars. The assets section includes lines for cash accounts, certificates of deposit, securities, notes/contracts receivable, life insurance, personal property, retirement funds, real estate, and other assets. The liabilities section includes lines for current debt, notes payable, taxes payable, real estate mortgages, and other liabilities. The final section provides details on notes/contracts held, securities owned, privately held stock, real estate owned, credit/charge card debt, and notes/mortgages payable.

Uploaded by

CoTrios Health Chains
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
You are on page 1/ 2

Personal Financial Statement of:

Enter your name here


As of mm/dd/yyyy

Assets Amount in Dollars


Notes on Preparation
Cash - checking accounts $ -
Cash - savings accounts - You may want to print this information to use as reference later. To delete these
Certificates of deposit - instructions, click the border of this text box and then press the DELETE key.
Securities - stocks / bonds / mutual
funds - Many financial institutions will require information about your personal financial data. This
Notes & contracts receivable - spreadsheet will help you prepare a personal financial statement.
Life insurance (cash surrender
Your personal financial statement should show only your personally held assets and
value) -
liabilities (debts) outside the business. Do not include any business assets or liabilities.
Personal property (autos, jewelry,
etc.) - Page 2 of the spreadsheet allows you to give the details behind the numbers on the
balance sheet.
Retirement Funds (eg. IRAs, 401k) - If you present this financial statement to a potential lender or investor, be sure to sign and
Real estate (market value) - date it in the space provided. The signature is your pledge that the statement is complete
Other assets (specify) - and accurate to the best of your knowledge.
Other assets (specify) -
Step 1: Prepare a list of all assets owned whether they are paid for or not. Enter the
Total Assets $ - amount you would receive by selling the asset for cash.

Liabilities Amount in Dollars Step 2: Prepare a list of liabilities (money you owe).
Current Debt (Credit cards,
Accounts) $ - Step 3: Net worth = Total Assets - Total Liabilities
Notes payable (describe below) -
Taxes payable -

Real estate mortgages (describe) -


Other liabilities (specify) -
Other liabilities (specify) -
Total Liabilities $ -

Net Worth $ -

Signature: Date:
Personal Finance Statement of:
Enter your name here
As of mm/dd/yyyy

Details

1. ASSETS - Details

Notes and Contracts held


Monthly
From Whom Owing Balance Owing Original Amount Original Date Payment Maturity Date History / Purpose
$ - $ - $ -

Securities: stocks / bonds / mutual funds


Date of
Name of Security Number of Shares Cost Market Value Acquisition
$ - $ -

Stock in Privately Held Companies


Est. Market
Company Name No. of shares $ Invested Value
$ - $ -

Real Estate
Description / Location Market Value Amount Owing Original Cost Purchase Date
$ - $ - $ -

2. LIABILITIES - Details

Credit Card & Charge Card Debt


Name of Card / Creditor Amount Due
$ -

Notes Payable (excluding monthly bills)


Monthly Secured by
Name of Creditor Amount Owing Original Amount Payment Interest Rate (Leine)
$ - $ - $ -

Mortgage / Real Estate Loans Payable


Monthly Secured by
Name of Creditor Amount Owing Original Amount Payment Interest Rate (Leine)
$ - $ - $ -

You might also like