Download the document to the computer for easy use
There are more pages to preview，Read on
Content
[Enter Name(s)]
Personal Balance Sheet
[Enter Date]
Assets
Cash & Cash Equivalents
Cash on hand
Checking accounts
Savings accounts
Money markets
Certificates of Deposit
Other
Total Cash & Cash Equivalents
Brokerage Accounts
Stocks
Mutual funds
Municipal bonds
Government bonds
Corporate bonds
Other 1
Other 2
Total Brokerage Accounts
Retirement Accounts
401(k)
403(b)
457
IRA - Roth
IRA - Traditional
Profit Sharing
Pension
Total Retirement Accounts
Property
Primary residence
Secondary residence
Rental property
Investment property
Vehicle 1
Vehicle 2
Recreational vehicle 1
Recreational vehicle 2
Total Property
Liabilities
$
$
$
$
-
-
-
Short-Term Credit
Credit card 1
Credit card 2
Credit card 3
Loans from friends/family
Home line of credit
Other
Total Short-Term Credit
$
-
Loans & Mortgages
Primary residence
Secondary residence
Rental property
Investment property
Vehicle 1
Vehicle 2
Recreational vehicle 1
Recreational vehicle 2
Student loans
Business loans
401(k) loan
Total Loa