PERSONAL BALANCE SHEET

Prepared as of

ASSETS
CURRENT ASSETS

Cash – checking accounts

$

Cash – savings accounts

Current portion of notes (contracts) owed to you

Other current assets

TOTAL CURRENT ASSETS

$

LONG-TERM ASSETS

Long-term portion of notes

$

Certificates of deposit

Life insurance (cash values)

Securities (stocks, bonds, etc.)

Real estate (market value)

Vehicles (market value)

Individual retirement plans, etc.

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

$

Notes co-signed, etc.

Loans – you owe

Taxes – you owe

Other Liabilities

TOTAL LONG-TERM LIABILITIES

$

TOTAL LIABILITIES $

NET WORTH

(Total assets – total liabilities)

$