1. Personal Budget SheetThe personal budget sheet has sections where the user can enter their assets which include: checking account, savings account, taxable investments, non-taxable investments, 401 (k) plan, 403 (B), Properties, and Vehicle. There is also a section for liabilities including: Credit Cards, Loans, and Mortgages.
2. Personal Income StatementThe income statement section includes areas to input income, and expenses (such as utilities, food, internet, phone bills).
3. Combined StatementThis combines both the Personal Budget Sheet and the Income Statement to provide an overview of an individual's financial status. This personal financial statement is very simple to use and is perfect for those new to personal financial statements when recording their financials. If you've found this tool useful, please leave a rating or review and show your support!