Personal Case Study
sammer2
Net-Worth-Templatepersonalcasestudy.xlsxPersonal Finance Statement
| NET WORTH STATEMENT | ||||
| © 2017 Spreadsheet123 LTD. All rights reserved | ||||
| NAME | NET WORTH | - 0 | ||
| DATE | ||||
| ASSETS (what you own) | ||||
| CASH AND BANK ACCOUNTS | Amount | |||
| Cash on hand | - 0 | |||
| Cheque accounts | - 0 | |||
| Savings accounts | - 0 | |||
| Money market funds | - 0 | |||
| Cash value of life insurance | - 0 | |||
| Other (specify) | - 0 | |||
| Other (specify) | - 0 | |||
| Other (specify) | - 0 | |||
| Other (specify) | - 0 | |||
| TOTAL CASH AND BANK ACCOUNTS | - 0 | |||
| INVESTMENTS (market value) | Amount | |||
| Certificates of deposit | - 0 | |||
| Stocks | - 0 | |||
| Bonds | - 0 | |||
| Mutual Funds | - 0 | |||
| Annuities | - 0 | |||
| IRAs | - 0 | |||
| 401(k), 403(b), 457 Plans | - 0 | |||
| Pension Plan | - 0 | |||
| Other (specify) | - 0 | |||
| Other (specify) | - 0 | |||
| Other (specify) | - 0 | |||
| Other (specify) | - 0 | |||
| TOTAL INVESTMENTS | - 0 | |||
| PERSONAL PROPERTY (present value) | Amount | |||
| Automobiles | - 0 | |||
| Recreational Vehicle/Boat | - 0 | |||
| Home Furnishings | - 0 | |||
| Appliances and Furniture | - 0 | |||
| Collections | - 0 | |||
| Jewellery and Furs | - 0 | |||
| Other (specify) | - 0 | |||
| Other (specify) | ||||
| Other (specify) | - 0 | |||
| Other (specify) | - 0 | |||
| TOTAL PERSONAL PROPERTY | - 0 | |||
| TOTAL ASSETS | - 0 | |||
| LIABILITIES (what you owe) | ||||
| CURRENT DEBTS | Amount | |||
| Household | - 0 | |||
| Medical | - 0 | |||
| Credit cards | - 0 | |||
| Department store cards | - 0 | |||
| Back taxes | - 0 | |||
| Legal | - 0 | |||
| Other (specify) | - 0 | |||
| Other (specify) | - 0 | |||
| Other (specify) | - 0 | |||
| Other (specify) | - 0 | |||
| TOTAL CURRENT DEBTS | - 0 | |||
| MORTGAGE | Amount | |||
| Home | - 0 | |||
| Land | - 0 | |||
| Other (specify) | - 0 | |||
| Other (specify) | - 0 | |||
| Other (specify) | - 0 | |||
| Other (specify) | - 0 | |||
| TOTAL MORTGAGE | - 0 | |||
| LOANS | Amount | |||
| Bank/Finance company | - 0 | |||
| Bank/Finance company | - 0 | |||
| Automobile | - 0 | |||
| Recreational Vehicle/Boat | - 0 | |||
| Education | - 0 | |||
| Life Insurance | - 0 | |||
| Personal (from family or friends) | - 0 | |||
| Other (specify) | - 0 | |||
| Other (specify) | - 0 | |||
| Other (specify) | ||||
| Other (specify) | - 0 | |||
| TOTAL LOANS | - 0 | |||
| TOTAL LIABILITIES | - 0 |
&9Budget Spreadsheets by Spreadsheet123.com &P &9© 2013 Spreadsheet123 LTD. All rights reserved
Notes for Preparation Note: You may want to print this information to use as reference later. Many financial institutions will require information about your personal financial data. This spreadsheet will help you prepare a personal financial statement (Net Worth). 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. If you present this financial statement to a potential lender or investor, be sure to sign and date it in the space provided. The signature is your pledge that the statement is complete and accurate to the best of your knowledge. Step 1: Prepare a list of all assets owned whether they are paid for or not. Enter the amount you would receive by selling the asset for cash. Step 2: Prepare a list of liabilities (money you owe). Step 3: Net worth = Total Assets - Total Liabilities
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