Personal Financial Statement

Notes
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Personal Financial Statement

PERSONAL BALANCE SHEET Date: 08.08.2017

Assets Remarks
Checking Account A 100
Savings Account A 1,000
Checking Account B 500
Savings Account B 2,000
Taxable Investment A 10,000
Taxable Investment B 5,000
Non-Taxable Investment A 20,000
Non-Taxable Investment B 20,000
401(K) Plan 5,000
403(B) Plan -
Property A 200,000
Property B 75,000
Vehicle 15,000
Total Assets 353,600

Liabilities Remarks
Credit Card A (1,000)
Credit Card B (2,000)
Student Loan (100,000)
Vehicle Loan (7,500)
Home Mortgage (150,000)
Total Liabilities (260,500)
Net Worth 93,100
This file is for educational purposes only. E&OE

Corporate Finance Institute®

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© Corporate Finance Institute®. All rights reserved.
Personal Financial Statement

Personal Income Statement

Income (Monthly)
Paycheck A 10,000
Paycheck B 2,000
Total Income 12,000

Expenses (Monthly)
Utilities 400
Food 1,000
Internet 100
Cell Phone 50
Cable TV 50
Home Insurance 250
Mortgage payments 3,500
Vehicle Loan payments 1,000
Student loan payments 3,000
Total Expenses 9,350
This file is for educational purposes only. E&OE

Corporate Finance Institute®

https://corporatefinanceinstitute.com/
© Corporate Finance Institute®. All rights reserved.

Personal Financial Statement

PERSONAL BALANCE SHEET Date: 08.08.2017

Assets Remarks
Checking Account A 100
Savings Account A 1,000
Checking Account B 500
Savings Account B 2,000
Taxable Investment A 10,000
Taxable Investment B 5,000
Non-Taxable Investment A 20,000
Non-Taxable Investment B 20,000
401(K) Plan 5,000
403(B) Plan -
Property A 200,000
Property B 75,000
Vehicle 15,000
Total Assets 353,600

Liabilities Remarks
Credit Card A (1,000)
Credit Card B (2,000)
Student Loan (100,000)
Vehicle Loan (7,500)
Home Mortgage (150,000)
Total Liabilities (260,500)
Net Worth 93,100
Personal Income Statement
Income (Monthly)
Paycheck A 10,000
Paycheck B 2,000 This file is for educational purposes only. E&OE
Total Income 12,000

Expenses (Monthly)
Utilities 400
Food 1,000
Internet 100
Cell Phone 50 Corporate Finance Institute®
Cable TV 50 https://corporatefinanceinstitute.com/
Home Insurance 250
Mortgage payments 3,500
Vehicle Loan payments 1,000
Student loan payments 3,000
Total Expenses 9,350

Notes
educational purposes only. E&OE

inance Institute®
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