Assets/liabilities/income Worksheet Template
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1
2ASSETS/LIABILITIES/INCOME
WORKSHEET
Name: ______________________________________
Date: _______________
ASSETS
JOINT
CHILDREN
house (current value)
Purchase year: _______
other properties
savings accounts (personal)
checking accounts (personal)
stocks/bonds/etc. (not retirement)
retirement plans
non-term life insurance (cash surrender value)
automobiles (blue book wholesale value)
boats, motorcycles
business
business banking accounts
other:
TOTAL ASSETS:
LIABILITIES
mortgage
home equity loan
auto loan
credit cards
other loans ___________________________
TOTAL LIABILITIES
INCOME SOURCES (annually)
TOTAL INCOME
On the back of this sheet, please write each bank name (etc.), account name, account number, balance, date of
balance.
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Parent category: Business