文档介绍：Personal Financial Statement of:
Enter your name here
as of:
mm/dd/yyyy
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 (eg. 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:
Personal Finance Statement of:
Enter your name here
Details
1. ASSETS - Details
Notes and Contracts held
From Whom Owing Balance Owing Original Amount Original Date Monthly Payment Maturity Date History / Purpose
$- $- $-
Securities: stocks / bonds / mutual funds
Name of Security Number of Shares Cost Market Value Date of Acquisition
$- $-
Stock in Privately panies
Company Name No. of shares $ Invested Est. Market Value
$- $-