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    Personal Financial Statement

    Uploaded by

    Chinh Le Dinh
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    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd

    Personal Financial Statement

    Uploaded by

    Chinh Le Dinh
    4 views2 pages
    good

    Original Title

    Personal-Financial-Statement

    Copyright

    © © All Rights Reserved

    Available Formats

    XLSX, PDF, TXT or read online from Scribd

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    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    4 views2 pages

    Personal Financial Statement

    Uploaded by

    Chinh Le Dinh
    good

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    of 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
    value) - Your personal financial statement should show only your personally held assets and
    Personal property (autos, jewelry, liabilities (debts) outside the business. Do not include any business assets or liabilities.
    etc.) -
    Page 2 of the spreadsheet allows you to give the details behind the numbers on the
    Retirement Funds (eg. IRAs, 401k) -
    balance sheet.
    Real estate (market value) - If you present this financial statement to a potential lender or investor, be sure to sign and
    Other assets (specify) - 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.
    Total Assets $ -
    Step 1: Prepare a list of all assets owned whether they are paid for or not. Enter the
    Liabilities Amount in Dollars amount you would receive by selling the asset for cash.
    Current Debt (Credit cards,
    Accounts) $ - Step 2: Prepare a list of liabilities (money you owe).
    Notes payable (describe below) -
    Step 3: Net worth = Total Assets - Total Liabilities
    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)
    $ - $ - $ -

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