Personal Financial Statement

Name:



Date:











INCOME
ANALYSIS
Earned Income



How Much Do You Keep?



Earned #1



Cash Flow/Total Income #DIV/0!

Earned #2



***should be increasing


Earned Total $-





Passive Income



Does Your Money Work For You?



Real Estate (NET)



Passive+Portfolio/Total Inc #DIV/0!

Business (NET)



***should be increasing


Passive Total $-





Portfolio Income



How Much Do You Pay In Taxes?



Interest



Income Taxes/Total Income #DIV/0!

Dividends







Royalties


How Much Goes to Housing?



Portfolio Total $-


Housing Expenses/Income #DIV/0!
TOTAL INCOME
$-


***keep under 33 percent










EXPENSES
How Much Do You Spend on Doodads?


Expenses




Doodad Total/Banker Assets #DIV/0!

Taxes (Income)



***keep under 33 percent


Taxes (Real Estate)







Home Mortgage (or Rent)


What Is Your Annual Return On Assets?



Utilities



Pass+Port/Rich Dad Assets #DIV/0!

Maintenance



***should be increasing


Home Insurance







Food and Clothing


How Wealthy Are You?



Other Expenses



Rich Dad Assets/Expenses #DIV/0!

Tithing



***measured in months


Credit Card #1







Credit Card #2







Car Loan #1







Car Loan #2







School Loan #1







School Loan #2






TOTAL EXPENSES
$-














NET MONTHLY CASH FLOW
$-























ASSETS LIABILITIES
ASSETS



LIABILITIES



Bank Accounts



Credit Cards


Stocks



Car Loans


Bonds



School Loans


Receivables



Home Mortgage


Real Estate



Personal Loans


(fair market value less mortgage)



Other Debt


Business Value (NET)


TOTAL LIABILITIES
$-
ASSETS TOTAL
$-














DOODADS








Home







Car(s)







Other






DOODADS TOTAL
$-














TOTAL ASSETS per Banker
$-

NET WORTH per Banker
$-

(Assets Total + Doodads)



(Total Assets per Banker minus Total Liabilities)

TOTAL ASSETS per Rich Dad
$-

NET WORTH per Rich Dad
$-

(Assets Total Only, No Doodads)



(Total Assets per Rich Dad minus Total Liabilities)











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