🖨️ Print to Save as PDF

Click the button above and select "Save as PDF" in the print dialog.

Personal Financial Statement

As of: _______________________

Assets (What You Own)
Cash on Hand & in Banks $
Savings Accounts $
IRA or Other Retirement Accounts $
Accounts & Notes Receivable $
Life Insurance (Cash Surrender Value) $
Stocks and Bonds $
Real Estate (Market Value) $
Automobiles (Present Value) $
Other Personal Property $
Other Assets $
TOTAL ASSETS $
Liabilities (What You Owe)
Accounts Payable $
Notes Payable to Banks $
Auto Loans $
Installment Accounts (Credit Cards) $
Loan on Life Insurance $
Mortgages on Real Estate $
Unpaid Taxes $
Other Liabilities $
TOTAL LIABILITIES $
Net Worth Calculation
NET WORTH (Assets - Liabilities) $