Home > Business > Corporate Document > Financial Statement Template > Personal Financial Statement Template

Personal Financial Statement Template


Personal Financial Statement Template Page 2
Personal Financial Statement Template
Details
ASSETS - Details
Notes and contracts held
From Whom Owing
Original
Amount
Original Date
Monthly
Payment
Maturity Date
History /
Purpose
Balance
Owing
$ - $ - $ -
Total -
Securities: stocks / bonds / mutual funds
Name of Security
Number of
Shares
Cost
Date of
Acquisition
Market Value
$ - $ -
Total -
Stock in privately held companies
Company Name No. of shares $ Invested
Est. Market
Value
-$ -$
Total -
Real Estate
Description / Location Amount Owing Original Cost Purchase Date Market Value
$ - $ - $ -
Total -
LIABILITIES
Credit card & charge card debt
Name of Card / Creditor Amount Due
-$
Total -
Notes payable (excluding monthly bills)
Name of Creditor
Original
Amount
Monthly
Payment
Interest Rate
Secured by
(Leine)
Amount Owing
$ - $ - $ -
Total -
Mortgage / real estate loans payable
Name of Creditor
Original
Amount
Monthly
Payment
Interest Rate
Secured by
(Leine)
Amount Owing
$ - $ - $ -
Total -
Personal Financial Statement Template
Previous

2/2

Next