Personal Balance Sheet Worksheet

Personal Balance Sheet Worksheet

Personal Balance Sheet Worksheet

Byfilling out a personal balance sheet, you will be able to determineyour net worth – your first step to funding your business:

Instructions:

  • Complete the Asset Analysis
  • Then fill out the Liabilities Analysis
  • Use the formula below to determine your degree of debt
Personal Balance Sheet Worksheet

Assets Analysis

Assets Detail Totals
Cash, Cheque and
Marketable Securities
Non-Marketable
Real Estate/Home
Partial Interest in Real
Vehicles
Personal Property
Personal Loans
Insurance Cash Values
Other
Total Assets A

Liabilities Analysis

Liabilities Details Totals
Secured Loans
Unsecured Loans
Credit Card/ Charge
Personal Debts
Current Monthly
Real Estate
Unpaid Income Tax
Other Unpaid Taxes
Other Itemised
Total Liabilities B
Net Worth (A-B=C) C
Total Liabilities & Net Worth D

Degree of Debt Analysis
If total liabilities exceed total assets, subtract assets from liabilities to determine degree of debt (B – A = E)

Total Liabilities B
TOTAL ASSETS A
DEGREE OF DEBT E

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