Personal Balance Sheet Worksheet
Byfilling out a personal balance sheet, you will be able to determineyour net worth – your first step to funding your business:
Instructions:
- Complete the Asset Analysis
- Then fill out the Liabilities Analysis
- Use the formula below to determine your degree of debt
Personal Balance Sheet Worksheet
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Assets AnalysisAssets | Detail | Totals | Cash, Cheque and | | | Marketable Securities | | | Non-Marketable | | | Real Estate/Home | | | Partial Interest in Real | | | Vehicles | | | Personal Property | | | Personal Loans | | | Insurance Cash Values | | | Other | | | Total Assets | A | |
Liabilities Analysis Liabilities | Details | Totals | Secured Loans | | | Unsecured Loans | | | Credit Card/ Charge | | | Personal Debts | | | Current Monthly | | | Real Estate | | | Unpaid Income Tax | | | Other Unpaid Taxes | | | Other Itemised | | | Total Liabilities | B | | Net Worth (A-B=C) | C | | Total Liabilities & Net Worth | D | |
Degree of Debt Analysis If total liabilities exceed total assets, subtract assets from liabilities to determine degree of debt (B – A = E) Total Liabilities | B | | TOTAL ASSETS | A | | DEGREE OF DEBT | E | |
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Personal Balance Sheet Worksheet
Byfilling out a personal balance sheet, you will be able to determineyour net worth – your first step to funding your business:
Instructions:
- Complete the Asset Analysis
- Then fill out the Liabilities Analysis
- Use the formula below to determine your degree of debt
Personal Balance Sheet Worksheet
|
Assets AnalysisAssets | Detail | Totals | Cash, Cheque and | | | Marketable Securities | | | Non-Marketable | | | Real Estate/Home | | | Partial Interest in Real | | | Vehicles | | | Personal Property | | | Personal Loans | | | Insurance Cash Values | | | Other | | | Total Assets | A | |
Liabilities Analysis Liabilities | Details | Totals | Secured Loans | | | Unsecured Loans | | | Credit Card/ Charge | | | Personal Debts | | | Current Monthly | | | Real Estate | | | Unpaid Income Tax | | | Other Unpaid Taxes | | | Other Itemised | | | Total Liabilities | B | | Net Worth (A-B=C) | C | | Total Liabilities & Net Worth | D | |
Degree of Debt Analysis If total liabilities exceed total assets, subtract assets from liabilities to determine degree of debt (B – A = E) Total Liabilities | B | | TOTAL ASSETS | A | | DEGREE OF DEBT | E | |
|
Personal Balance Sheet Worksheet
Byfilling out a personal balance sheet, you will be able to determineyour net worth – your first step to funding your business:
Instructions:
- Complete the Asset Analysis
- Then fill out the Liabilities Analysis
- Use the formula below to determine your degree of debt
Personal Balance Sheet Worksheet
|
Assets AnalysisAssets | Detail | Totals | Cash, Cheque and | | | Marketable Securities | | | Non-Marketable | | | Real Estate/Home | | | Partial Interest in Real | | | Vehicles | | | Personal Property | | | Personal Loans | | | Insurance Cash Values | | | Other | | | Total Assets | A | |
Liabilities Analysis Liabilities | Details | Totals | Secured Loans | | | Unsecured Loans | | | Credit Card/ Charge | | | Personal Debts | | | Current Monthly | | | Real Estate | | | Unpaid Income Tax | | | Other Unpaid Taxes | | | Other Itemised | | | Total Liabilities | B | | Net Worth (A-B=C) | C | | Total Liabilities & Net Worth | D | |
Degree of Debt Analysis If total liabilities exceed total assets, subtract assets from liabilities to determine degree of debt (B – A = E) Total Liabilities | B | | TOTAL ASSETS | A | | DEGREE OF DEBT | E | |
|
Personal Balance Sheet Worksheet
Byfilling out a personal balance sheet, you will be able to determineyour net worth – your first step to funding your business:
Instructions:
- Complete the Asset Analysis
- Then fill out the Liabilities Analysis
- Use the formula below to determine your degree of debt
Personal Balance Sheet Worksheet
|
Assets AnalysisAssets | Detail | Totals | Cash, Cheque and | | | Marketable Securities | | | Non-Marketable | | | Real Estate/Home | | | Partial Interest in Real | | | Vehicles | | | Personal Property | | | Personal Loans | | | Insurance Cash Values | | | Other | | | Total Assets | A | |
Liabilities Analysis Liabilities | Details | Totals | Secured Loans | | | Unsecured Loans | | | Credit Card/ Charge | | | Personal Debts | | | Current Monthly | | | Real Estate | | | Unpaid Income Tax | | | Other Unpaid Taxes | | | Other Itemised | | | Total Liabilities | B | | Net Worth (A-B=C) | C | | Total Liabilities & Net Worth | D | |
Degree of Debt Analysis If total liabilities exceed total assets, subtract assets from liabilities to determine degree of debt (B – A = E) Total Liabilities | B | | TOTAL ASSETS | A | | DEGREE OF DEBT | E | |
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