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  1. eForms
    https://eforms.com › personal-financial-statement

    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 taxes 4. Mortgages or vehicle loans 5. Co-signe… See more

    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

    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 account, etc. See more

    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 expenses See more

    What is included in a personal financial statement?
    It typically includes information about income, expenses, debts, investments, and other financial assets and liabilities. The purpose of a personal financial statement is to provide a comprehensive view of an individual’s financial situation and to help them make informed decisions about their finances.
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    Table of Contents
    Liabilities
    Net Worth
    Income
    Expenses
    What is included in a personal financial statement?
     
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