Basic Personal Financial Statement Form - Free Download
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Personal Financial Statement of:
Enter your name here
As of mm/dd/yyyy
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:
Notes on Preparation
You may want to print this information to use as reference later. To delete these instructions,
click the border of this text box and then press the DELETE key.
Many financial institutions will require information about your personal financial data. This
spreadsheet will help you prepare a personal financial statement.
Your personal financial statement should show only your personally held assets and liabilities
(debts) outside the business. Do not include any business assets or liabilities.
Page 2 of the spreadsheet allows you to give the details behind the numbers on the balance sheet.
If you present this financial statement to a potential lender or investor, be sure to sign and date it in
the space provided. The signature is your pledge that the statement is complete and accurate to the
best of your knowledge.
Step 1: Prepare a list of all assets owned whether they are paid for or not. Enter the amount you
would receive by selling the asset for cash.
Step 2: Prepare a list of liabilities (money you owe).
Step 3: Net worth = Total Assets - Total Liabilities