Personal Financial Statement Template
Free personal financial statement template for Excel. Track assets, liabilities, income, and net worth with automatic calculations.
| Category | Current | Prior Year |
|---|---|---|
| ASSETS | ||
| Cash & Bank Accounts | $45,000 | $38,500 |
| Investments | $125,000 | $98,000 |
| Real Estate | $350,000 | $325,000 |
| Vehicles | $28,000 | $32,000 |
| Total Assets | $548,000 | $493,500 |
| LIABILITIES | ||
| Mortgage | $275,000 | $285,000 |
| Auto Loans | $12,500 | $18,000 |
| Credit Cards | $5,200 | $7,800 |
| Total Liabilities | $292,700 | $310,800 |
| NET WORTH | $255,300 | $182,700 |
Personal Financial Statement
Complete Asset Tracking
Cash, investments, real estate, vehicles
Liability Management
Track mortgages, loans, credit cards
Year-over-Year Comparison
Track your financial progress
Auto Net Worth Calc
Automatic calculation of net worth
How to Use
1. Download the template and open in Excel or Google Sheets.
2. List your assets in the assets section, categorized by type.
3. Enter your liabilities including loans and credit balances.
4. View your net worth calculated automatically.
What's Included
Three sheets for personal finance:
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