Your personal financial statement should show only your personally held assets and liabilities (debts) outside the business. Do not include any business assets or liabilities. Page 2 of the spreadsheet allows you to give the details behind the numbers on the balance sheet. If you present this financial statement to a potential. Creating and maintaining your own Personal Financial Statement is useful for 4 main purposes: (1) Gaining a good financial education, (2) Creating and evaluating your budget, (3) Applying for business loans, and (4) Applying for personal loans. If you already know why you need one, and why you want to use Excel to. 8, Personal Financial Statement, CONFIDENTIAL. 9. 10, Personal Financial Statement as of: 13, Name(s): Soc. Sec. #. 15, Home, Soc. Sec. #. 16 , Address: (spouse, if joint statement). 19, Home Phone: Bus. Phone: 21, Home Email: Bus. Email: 24, Assets, In Even Dollars, Liabilities and Net.
This personal financial statement template is a great tool to keep track your personal assets, liabilities, income and expenses. A personal financial statement is a document or set of documents that outline an individual's financial position at a given point in time. It is usually composed of two sections: a balance sh. 1. 2, Personal Financial Statement Instructions. 3. 4. 5, 1), Please be sure to complete both worksheets (Personal Financial Statement and Schedules). 6. 7, 2 ), The asset and liability items from the "Personal Financial Statement" worksheet that are in a blue font have values that are linked from the "Schedules" worksheet . 8. 2, PERSONAL FINANCIAL STATEMENT. 3. 4. 5. 6, I may apply for a credit extension, loan or other financial accommodation alone or together with someone else, ("co-applicant"). If I apply. 7, with a co-applicant and our combined assets and debts can meaningfully and fairly be presented together, the co- applicant and I.
Use our personal financial statement templates and samples to better manage your money! Download personal financial statement examples in Excel, PDF, Word. 1, PERSONAL FINANCIAL STATEMENT. 2. 3. 4, IMPORTANT: Read these instructions before completing this statement. 5. 6, -, If you are applying for individual credit in your own name and are relying on your own income or assets and not the income or assets of another person as the basis for repayment of the credit. Financial Statement. A, B, C, D, E, F, G, H, I. 1, Name: Date: 2. 3, INCOME, ANALYSIS. 4, Earned Income, How Much Do You Keep? 5, Earned #1, Cash Flow/Total Income. 6, Earned #2, ***should be increasing. 7, Earned Total, $ - 47, Real Estate, Personal Loans. 48, (fair market value less mortgage), Other Debt.