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    Free Personal Financial Statement Template - PDF - eForms

    • Assets are physical or digital goods with monetary value. Examples include: 1. Bank accounts (checking, savings, money market accounts) 2. Investment accounts: Stocks, ETFs, mutual funds, bonds, co… See more

    Liabilities

    Liabilities are debts and financial obligations that a person is tied to. Examples include: 1. Credit cards with a balance 2. Student loans 3. Unpaid medical bills or taxe… See more

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    Net Worth

    A person’s net worth represents their monetary value after their liabilities have been accounted for. [Total Value of Assets ($) – Total Value of Liabilities ($) = Net Worth($)]… See more

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    Income

    Income represents all the positive cash flow coming in. Examples include: 1. Monthly wages 2. Bonuses 3. Commissions 4. Passive income: Dividends, interest on savings ac… See more

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    Expenses

    Expenses represent the cost of living and other negative cash flows. Examples include: 1. Monthly rent 2. Car payments 3. Student loan payments 4. Utilities 5. Other living expe… See more

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    What are the elements of a personal financial statement template?
    There are several elements of a personal financial statement template. They include: You can also call it the financial position statement. It contains all your liabilities and assets. Similarly, you can use it to calculate the net worth by deducting your liabilities number from your assets number.
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    Table of Contents
    Liabilities
    Net Worth
    Income
    Expenses
    What are the elements of a personal financial statement template?
     
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