Simple Personal Financial Statement - Free Download
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Simple Personal Financial Statement
Simple Personal Financial Statement
Personal Financial Statement of:
Enter your name here
as of:
Assets Amount in Dollars
Cash - checking accounts -$
Cash - savings accounts -
Certificates of deposit -
Securities - stocks / bonds / mutual
Notes & contracts receivable -
Life insurance (cash surrender value) -
Personal property (autos, jewelry,
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
Note: 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
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Simple Personal Financial Statement