Personal Net Worth Balance Sheet
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Personal Balance Sheet / Net Worth Statement Name: Date: ASSETS: Current assets (liquid, easily accessible within one year from prepared as-of date) Checking accounts Savings accounts Cash on hand (cash, travelers checks, etc.) Current portion of notes owed to you Other current assets Total current assets Long-term assets (accessible after one year from prepared as-of date) Long-term portion of notes Certificates of deposit Life insurance - cash values Securities (stocks, bonds, etc.) Real estate (at market value) Closely held business interests Vehicles (at market value) Retirement accounts Other long-term assets Total long-term assets TOTAL ASSETS : LIABILITIES: Current liabilities Current bills you owe Current portion of mortgages on real estate Current portion of loans Current portion of taxes Total current liabilities Long-term liabilities Mortgages on real estate - net of current portion Notes co-signed, etc..
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