Personal Finance Case Study

Zan Prince
PersonalFinancialStatementTemplate.xlsx
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Cash Flow Statement

Date Location Amount Notes

Income

INCOME Annually
Client Name
Client Name
TOTAL INCOME $ -
TAXES Annually Total
Client Name
TOTAL
Client Name
TOTAL
RETIREMENT PLAN Annually
Client Name
Client Name
TOTAL RETIREMENT PLAN

Categorized Expenses

EXPENSES Annually Notes
Sub-Heading
Housing
Subtotal:
Transportation
Subtotal:
Food & Clothing
Subtotal:
Medical
Subtotal:
Miscellaneous
Subtotal:
Education
Subtotal:
Savings
Subtotal:
Other Expenses
Subtotal:
Total Expenses

Budget

S.M.A.R.T. Goal:
Assumptions:
12 Month Budget
Cash Inflow Amount($) Notes
Total Cash Inflow
Cash Outflow Amount($) Notes %over total Income
0%
0%
0%
0%
0%
0%
0%
0%
0%
Total Cash Outflow 0%
Net Cash Flow

Balance Sheet

NET WORTH STATEMENT
Name(s): Date:
ASSETS LIABILITIES AND NET WORTH
Monetary Assets Current Liabilities
Total Monetary Assets
Investments
Total Current Liabilities
Long-Term Liabilities
Total Investments
Real Assets
Total Real Assets
Personal Property Total Long-Term Liabilities
NET WORTH
Total Assets
Total Liabilities
Total Personal Property Net Worth
TOTAL ASSETS