Personal Balance Sheet
Personal Cash Flow Statement
Assets
Total Assets
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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
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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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