Personal Balance Sheet
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1Personal Balance Sheet
By filling out a personal balance sheet, you will be able to determine your net worth. Finding
out your net worth is an important early step in the process of becoming a business owner
because you need to find out what assets are available to you for investment in your business.
Statement of Financial Condition ___________ 20____
Assets
TOTALS
Cash/Checking and Savings Accounts
Marketable Securities
Nonmarketable Securities
Real Estate/Home
Partial Interest in Real Estate
Automobiles
Personal Property
Personal Loans
Insurance Cash Values
Other
Total Assets
A
Liabilities
TOTALS
Secured Loans
Unsecured Loans
Credit Card/Charge Account Bills
Personal Debts
Current Monthly Bills
Real Estate Mortgages
Unpaid Income Tax
Other Unpaid Taxes and Interest
Other Itemized Debts
Total Liabilities
B
Net Worth (A – B = C)
C
Total Liabilities & Net Worth
D
Degree of Debt
Note:
If total liabilities exceed total assets,
Total Liabilities
B
subtract assets from liabilities to
Total Assets
A
determine degree of debt (B – A = E)
Degree of Debt
E
.
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Parent category: Business