| ASSOCIATE LEVEL MATERIAL: APPENDIX C |
| INDIVIDUAL |
| STATEMENT OF EARNINGS |
| | 201X |
| Revenue |
| Pay Check |
| Interest |
| Total Revenue for the Year |
| Expenses for the Year |
| Rent or Mortgage |
| Utilities |
| Gas |
| Telephone |
| Food |
| Other |
| Total Expenses for the Year |
| Net Income For the Year (Revenue - Expenses) |
| PERSONAL BALANCE SHEET |
| ASSETS |
| Current assets |
| Cash |
| Investments |
| Prepaid rent and deposits |
| Total Current Assets |
| Property and equipment, net |
| House (if owned) |
| Furniture |
| Auto (if owned) |
| Total property and equipment |
| TOTAL ASSETS |
| LIABILITIES AND NET WORTH |
| LIABILITIES |
| Current liabilities |
| Credit Card Balance |
| Total current liabilities |
| School Loan |
| House Loan |
| Car Loan |
| Total liabilities |
| NET WORTH |
| TOTAL LIABILITIES AND NET WORTH |
wamrio
appendixc_associate_level.xls
