Assets Liquid assets Cash checking Savings MM CD's under 1 yr Total Liquid assets Investments Stocks Bonds CD's over 1yr Mutual funds real estate IRA other Total Investments Real property Primary Secondary Other Total Real Property Personal property Auto Rec vehicles House furnature Jewlery & art Other Other Total Personal Property Total Assets
Liabilities & Net worth Current Liabilities Utilities Rent/Mortgage Ins premiums Taxes Medical Dental Bills Repair bills Credit card balances Dept. store CC balance Travel and entertainment balance Gas and other CC balance Bank line of credit balance Other Current lia Total Current Liabilities Long-Term Liabilities Primary residence Second Real Estate Investment mortgage Auto loans Appliance/furnature loans Home inprovement loans Single-payment loans Edu Loans Margin loans Other L-T loans Total Long-Term Liabilities Total Lia
Net Worth Total Lia and Networth
Income & Expense statement Income Wages
Name Name
Self-Employment income Bonuses & commisions Investment income Interest received Dividends received Rents received Sales of securities Other Pensions & annuities Other income Expenses Housing Utilities
Rent Repairs, maintenance, improvements Gas. Electric, water Phone Cable TV and Other Groceries Dining out
Food
Transportation Car payment License plate fee Gas, oil, repairs, maintenance Medical Healthcare Doctor, dentist, hospital, medicines Clothes, shoes, & accessories Homeowners Life Auto Income & social security Property Loan payments Purchases & repair Laundry, cosmetics, hair care Vacations Other rec and entertainment gifts Education loan payments
Clothing Insurance
Taxes Appliances, furnature Personal care Rec & entertainment other items