Personal Balance Sheet: Assets Liabilities

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PERSONAL

BALANCE SHEET
DATE:

NAME:

ADDRESS:

Monthly
ASSETS LIABILITIES Payment

Current Assets: Current Liabilities:

Fund B SSS Loan

Savings

Securities Curr Port / Lng term

Interest Payable

Cash Value / Life Ins Taxes Payable

Accts Rec / Labor Other

Subtotal Subtotal

Intermediate Assets: Intermediate Liabilities:

Vehicles: Credit Card:

Furniture & Appliances

CD's & Securities Consumer Loan

Personal Property

Other: Vehicle Loan

Doctor & Hospital

Subtotal

Fixed Assets: Subtotal

Real estate (Home) Long Term Liabilities:

IRA or Retirement Accts Real Estate (Home)

Other Other

Subtotal Subtotal

Total Assets Total Liabilities

Equity

Total Liabilities & Equity

Signature:
PERSONAL BUDGET
Name:
MONTHLY October-Nov
Income: (Take Home) From Whom:

Total Income
EXPENSES
Food
COL
Transportation (Gas, Etc.)
Insurance:
Health
Home
Life
Auto
Netflix/Spotify
Internet
Phone
Medical Doctor
Dentist
Rent

Utilities:
Gas
Electricity
Water, Sewer, Garbage
Misc.
Debt Service:
Mortgage Loan Payment
Vehicle Payment
Credit Card Payment
"
Hospital
Personal loan payment
School Loan
Mama
Total Monthly Expense
Net Income:

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