| Personal Balance Sheet |
| | | | | BALANCE |
| Total Cash & Cash Equivalents |
| Cash Gift | | | | $ 1,000,000 |
| Total Cash & BALANCE | | | | $ 1,000,000 |
| Liabilities and Equity |
| Short Term Credit |
| Credit Card 1 | | $ - |
| Credit Card 2 | | - |
| Credit Card 3 | | - |
| Loans (from friends or family) | | - |
| Home Line of Credit (home improvements) | | - |
| Other current liabilities | | - |
| Total Short-term Credit | | $ - |
| Loans & Mortgages |
| Mortgage, Primary Residence | | $ - |
| Mortgage, Rental Property | | - |
| Vehicle 1 | | - |
| Vehicle 2 | | - |
| Recreational Vehicle | | - |
| Student Loans | | - |
| Business Loans | | - |
| 401(k) Loan | | - |
| Other | | - |
| Total Long-term Debt | | $ - |
| Total Liabilities & BALANCE | | $ - | | $ 1,000,000 |
| Assets & Investments |
| Retirement Accounts |
| 401(k) | | $ - |
| 403(b) | | - |
| IRA - Roth | | - |
| IRA - Traditional | | - |
| Mutual Funds |
| Money Market Account | | - |
| Other Investments | | - |
| Total Retirement Accounts | | $ - |
| Property |
| Primary Residence | | - |
| Rental Property | | - |
| Vehicle 1 | | - |
| Recreational Vehicle | | - |
| Commodity | | - |
| Other | | - |
| Other | | - |
| Total Property | | $ - |
| Total Assets & BALANCE | | $ - | | $ 1,000,000 |
| | Balance Remaining = | | | $ 1,000,000 |
swcdesivmries
personal_balance_sheet.xlsx
