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Personal Financial Statement Template

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Personal Financial Statement Template
Personal Financial Statement Template
[Name]
[Date]
Assets Amount in Dollars
Cash - checking accounts -$
Cash - savings accounts -
Certificates of deposit -
Securities - stocks / bonds / mutual funds -
Notes & contracts receivable -
Life insurance (cash surrender value) -
Personal property (autos, jewelry, etc.) -
Retirement Funds (eg. IRAs, 401k) -
Real estate (market value) -
Other assets (specify) -
Other assets (specify) -
Total Assets -$
Liabilities Amount in Dollars
Current Debt (Credit cards, Accounts) -$
Notes payable (describe below) -
Taxes payable -
Real estate mortgages (describe) -
Other liabilities (specify) -
Other liabilities (specify) -
Total Liabilities -$
Net Worth -$
Signature:
Date:
PERSONAL FINANCIAL STATEMENT
Personal Financial Statement Template
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