Free Personal Financial Statement Template
Personal Financial Statement
This personal financial statement provides a detailed account of an individual's financial position, including assets, liabilities, and net worth. It offers a comprehensive overview to help in assessing financial health and planning.
Financial Overview
The financial overview section provides a summary of the key financial metrics and ratios, offering insight into the financial standing and liquidity of the individual.
Assets
This section lists all the individual assets, including liquid assets such as cash and equivalents, as well as non-liquid assets like property and investments. Each asset should be valued at its current market value.
Liabilities
This section outlines all current and long-term liabilities, including credit card debt, loans, and outstanding bills. Each liability should include the remaining balance and interest rate, if applicable.
Net Worth
The net worth section calculates the difference between total assets and liabilities, providing a clear picture of the individual's financial position. This crucial number indicates financial stability and potential for future growth or investment.
Optional Sections
Financial Data
|
Category |
Amount |
|---|---|
|
Cash and Cash Equivalents |
$45,000 |
|
Real Estate |
$200,000 |
|
Investments |
$60,000 |
|
Loans |
$50,000 |
|
Credit Card Debt |
$5,000 |
