Free Balance Sheet Template 10
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[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