Personal Balance Sheet   Personal Cash Flow Statement
 
Assets Total Assets   Monthly Income Total Monthly Income
 
Market Value of Home     Income From Employment (take-home pay)  
     
Retirement Accounts (401k's) (IRA's)     Income From Rentals  
     
Other Brokerage Accounts     Investment Income  
     
Banking Accounts (Checking/Savings)     Social Security Benefits  
     
Resale Values (Boats/Cars/Trucks/RV's)     All Other Income Sources  
     
Other Personal Property     Monthly Expenses Total Monthly Expenses
   
Liabilities Total Liabilities   Rent/Mortgage Payment  
   
Outstanding Mortgage on Home     Car/Truck/Recreation Vehicle Payments  
     
Second Mortgage/Equity Lines of Credit     Utilities  
     
Total Credit Card Balances     Food/Groceries  
     
Vehicle (Trucks/Cars)/Recreational Vehicles Loans     Insurance (Health/Auto/Home/Life)  
     
Educational Loans     Credit Card and Other Loan Payments  
     
All Other Loans     Child Care/Elderly Care  
     
Personal Net Worth (Assets - Liabilities)   Regular Monthly Expenses (Gym, Fun, Hair, etc.)  
   
        Monthly Cash Flow (Surplus or Shorfall)
       
     

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