Personal Financial Statement Template for Your Business

 

blank personal financial statement

PERSONAL FINANCIAL STATEMENT. 7(a) / LOANS AND SURETY BONDS. U.S. SMALL BUSINESS ADMINISTRATION As of _____, _____ SBA uses the information required by this Form as one of a number of data sources in analyzing the repayment ability and creditworthiness of an application for an. Jul 31,  · Your personal financial statement should show only your personally held assets and liabilities (debts) outside the business. Do not include any business assets or liabilities. Page 2 of the spreadsheet allows you to give the details behind the numbers on the balance sheet. If you present this financial statement to a potential lender or. Elements of a Personal Financial Statement Template. Rather than beginning from scratch for drafting your personal financial statement you can download a personal financial statement template from our website and can then enter all the numbers required after which you will be able to see your net worth at a particular point in time.


Personal Financial Statement Template for Your Business


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Blank personal financial statement Linux, any browser using the latest Mozilla engine should work. This Personal Financial Statement is being made for the purpose of: disclosing financial information to the party named above to obtain a loan.

Section 1. Balance Sheet. Cash on hand. Unpaid Taxes. Cash in Bank. Loans Payable to Financial Institution. Debt Owed to Applicant. Other Loans. Retirement Accounts. Credit Cards. Motor Vehicles. Amount Owing on Motor Vehicle. Real Estate. Amount Owing on Real Estate. Other Liabilities. Cash Value Life Insurance. Other Assets. Total Liabilities. Net Worth Calculation:. Total Assets. Net Worth. Section 2. Annual Income. Contingent Liabilities. Legal Claims. Real Estate Income.

Other Contingent Liabilities. Other Income. The Applicant certifies that all the information provided in this statement is true and accurate as of September 14, A Personal Financial Statement, sometimes called a personal balance sheet, is a document that details your current financial status. The main factors are your total assets and your total liabilities, which, blank personal financial statement, when subtracted from each other, equal your total net worth.

Financial statements can also sometimes include the assets and liabilities of blank personal financial statement to reach a combined net worth. This is commonly seen when spouses are combining finances, like if they are applying for a business loan together to fund a startup. You should include all blank personal financial statement your assets and liabilities on your financial statement to give an accurate portrayal of your financial situation.

For example, if you are starting a business and require a loan, your bank will likely review your income statement to gauge your financial situation and determine what kind of interest rates you're eligible for, blank personal financial statement.

The purpose of the statement is to allow the bank or loan company to see what kinds of assets you have in order to evaluate the risk of lending to you. All Rights Reserved. We provide information and software, and you are responsible for appropriately using this material.

Your use of this site is subject to our Terms of Use. Use of this site is subject to our Terms of Use. We provide information and software and you are responsible for appropriately using this material. Note: Your initial answers are saved automatically when you preview your document.

This screen can be used to save additional copies of your answers. Create Free Account. Sign In. What are you looking for? JavaScript Required You are reading this message because your browser either does not support JavaScript or has it disabled. Why are you making this financial statement?

For a loan. For a lease, blank personal financial statement. To provide a guarantee. Describe the purpose of the financial statement:. Back Create My Document Skip this step for now. This document preview is formatted to fit your mobile device. The formatting will change when printed or viewed on a desktop computer.

Need Help With This Question? Document Preview About this Document. What are some examples of assets and liabilities? Some examples of assets include: Cash in your bank accounts Brokerage accounts IRA, kand other retirement savings accounts Investments Accounts receivable and other income streams Business inventory and equipment Land or real property without liens Special items of value like antiques and jewelry, if applicable Some examples of liabilities include: Credit card debt Car loans Mortgages Accounts payable and other goods or services purchased on credit Unpaid taxes Child support payments Any other liens, like money owing from a small claims judgment.

Why do I need a Personal Financial Statement? There are several situations blank personal financial statement require personal financial reporting. Other situations that sometimes require a financial statement include: Applying for a lease or mortgage Developing a financial plan for your estate or retirement Developing a strategy to reduce income taxes Identifying property during a separation or divorce proceeding.

Create your free Personal Financial Statement in minutes or less. Get Started. Know someone who could use a Personal Financial Statment? Pass it along:. About Contact Affiliate Program, blank personal financial statement. Home About Contact Help Center. About Us Privacy Policy Disclaimer.

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8+ Personal Financial Statement Templates - Excel Templates

 

blank personal financial statement

 

A Personal Financial Statement, sometimes called a personal balance sheet, is a document that details your current financial status. The main factors are your total assets and your total liabilities, which, when subtracted from each other, equal your total net worth. Personal financial statement provides a realistic listing of the assets we own and the debts we owe. Net worth statement should only be used to record the details of personal assets and liabilities. The business assets or liabilities details should not be added into the net worth statement. The amount entered for calculating the assets. Personal financial statement is a form or document which reveals the detailing of a person’s or a business’s financial state in a particular period of time. All the details of the financial stability and status of the cash or finance are written in the financial statement. Personal financial statement also deals with the detailed financial [ ].