Personal Financial Statement
Personal Financial Statement
The Personal Financial Statement provides a snapshot of an individual's financial condition at a specific point in time, including details on assets, liabilities, and net worth.
Personal Information
|
Field |
Details |
|---|---|
|
Name: |
[Your Name] |
|
Address: |
|
|
Phone Number: |
|
|
Email: |
|
|
Date of Birth: |
Assets
|
Asset Type |
Description |
Value |
|---|---|---|
|
Cash |
Checking Account |
$5,000 |
|
Investments |
Stock Portfolio |
$15,000 |
|
Property |
Residential Home |
$250,000 |
|
Vehicle |
SUV |
$20,000 |
Liabilities
|
Liability Type |
Description |
Value |
|---|---|---|
|
Credit Card |
Visa Credit Card |
$1,200 |
|
Loan |
Home Mortgage |
$150,000 |
|
Loan |
Car Loan |
$10,000 |
|
Other |
Personal Loan |
$5,000 |
Net Worth
Total Assets: $290,000
Total Liabilities: $166,200
Net Worth: $123,800
Monthly Income and Expenses
Monthly Income
|
Income Source |
Amount |
|---|---|
|
Salary |
$5,000 |
|
Investment Returns |
$500 |
Monthly Expenses
|
Expense Type |
Amount |
|---|---|
|
Mortgage Payment |
$1,500 |
|
Car Payment |
$300 |
|
Utilities |
$200 |
|
Insurance |
$150 |
|
Groceries |
$400 |
|
Entertainment |
$200 |
Total Monthly Income: $5,500
Total Monthly Expenses: $2,750
Net Monthly Income: $2,750
Signatures
[Your Name]
Date:
