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Personal Financial Statement

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					Personal Financial Statement of:
Enter your name here
as of:
xx/xx/20xx



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 (e.g.. 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:
  © Copyright 2013 Docstoc Inc.
Personal Finance Statement of:
Enter your name here

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
                                      Number of                                                           Date of
Name of Security                       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
Name of Creditor                 Amount Owing   Original Amount Payment                              Interest Rate         Secured by (Lien)
                                 $            - $             - $                                -




Mortgage / Real Estate Loans Payable
                                                                Monthly
Name of Creditor                 Amount Owing   Original Amount Payment                              Interest Rate         Secured by (Lien)
                                 $            - $             - $                                -
© Copyright 2013 Docstoc Inc.
   - $                                -
© Copyright 2011 Docstoc Inc.
        $

                                                                        $                   Other Liabilities (Described):                                        $

Personal Property                                                       $                                                                                         $

Other Assets (Describe)                                                 $                                                                                         $
                                                                        $                                                                    Total Liabilities $

                                                                 Total $                             (Total Assets Less Total Liabilities)          Net Worth $
                                              Attach additional pages if necessary. Additional pages must be signed and dated by all parties to this financial statement.

ANNUAL INCOME                                            Applicant          Co-Applicant                                    PLEASE ANSWER EACH QUESTION (Yes or No)

Salary                                               $                  $                                                                           Applicant Co-Applicant

Bonuses/Commissions                                  $                  $
                                                                                            Are you a co-maker, Endorser, or Guarantor
                                                                                            for any other person's debt or obligation?
Dividends/Interest                                   $                  $

Net Real Estate Rental Income                        $                  $                   Income Tax Return filed thru what date?

Income from alimony, child support, or                                                      Have you ever gone thru Bankruptcy or had a
maintenance payments need not be entered                                                    judgment against you in the last 10 years? If
                                                     $                  $
unless you want it considered as a basis for                                                so, please attach explanation and dates of
repayment.                                                                                  such actions.

Other (list)                                         $                  $
                                                                                            Are you a defendant in any suit or legal
                                                                                            action?


                                              Total $                   $                   Have you made a will?
                                                   SCHEDULE 1 / CASH ON HAND AND IN BANKS
                       Name of Bank or Financial Institution                         Type of Account                                   Account Balance
                                                                                                                               $
                                                                                                                               $
                                                                                                                               $
                                                                                                                         Total $

                                                          SCHEDULE 2 / SECURITIES OWNED
                       Description                         # Shares Par Value Description (Indicate if Listed or Unlisted)           Current Market Value
                                                                                                                                 $
                                                                                                                                 $
                                                                                                                                 $
                                                                                                                         Total

                                                            SCHEDULE 3 / LIFE INSURANCE
                                         Face Value of
         Insurance Company                                   Cash Value of Policy                      Insured / Beneficiary                       Loans
                                            Policy
                                                                                                                                               $
                                                                                                                                               $
                                                                                                                                         Total $

                                SCHEDULE 4 / RECEIVABLES DUE ME (US) ON NOTES & CONTRACTS I (WE) OWN
                                                                                                                                     Monthly
           Name of Debtor                   Maturity             Interest Rate                        Security                                 Balance Due
                                                                                                                                     Payment
                                                                                                                                 $             $
                                                                                                                                 $             $
                                                                                                                                 $             $
                                                                                                                         Total

                                                         SCHEDULE 5 / REAL ESTATE OWNED
                 
				
DOCUMENT INFO
Description: A Personal Financial Statement is an important tool that allows an individual to budget his or her finances. The user should enter all applicable information and then the financial statement spreadsheet will calculate total income and expenses. This template spreadsheet will calculate the exact details of an individual's assets and liabilities. This information can be used to create a personal budget or can be used to calculate an individual's net worth.
This document is also part of a package Personal Financial Planning Kit 28 Documents Included