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  • Current Personal Financial Statement

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    FastFive Gaming Station
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    This document contains a template for tracking monthly income, expenses, assets, liabilities, and financial metrics. It includes sections for documenting earned income, passive income, portfolio income, total income, expenses, assets, liabilities, net worth calculations, and financial metrics for analyzing cash flow, how money is invested, tax burden, housing costs, spending, return on assets, and wealth. The purpose is to gain insights into personal finances.

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    Current Personal Financial Statement

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    This document contains a template for tracking monthly income, expenses, assets, liabilities, and financial metrics. It includes sections for documenting earned income, passive income, portfolio income, total income, expenses, assets, liabilities, net worth calculations, and financial metrics for analyzing cash flow, how money is invested, tax burden, housing costs, spending, return on assets, and wealth. The purpose is to gain insights into personal finances.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as XLS, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    29 views1 page

    Current Personal Financial Statement

    Uploaded by

    FastFive Gaming Station
    This document contains a template for tracking monthly income, expenses, assets, liabilities, and financial metrics. It includes sections for documenting earned income, passive income, portfolio income, total income, expenses, assets, liabilities, net worth calculations, and financial metrics for analyzing cash flow, how money is invested, tax burden, housing costs, spending, return on assets, and wealth. The purpose is to gain insights into personal finances.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as XLS, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 1

    Name: INCOME A. Earned Income Earned #1 Earned #2 Earned Total B.

    Passive Income Real Estate (NET) Business (NET) Passive Total C. Portfolio Income Interest Dividends Royalties Portfolio Total D. TOTAL INCOME EXPENSES E. Expenses Taxes (Income) Taxes (Real Estate) Home Mortgage (or Rent) Utilities Maintenance Home Insurance Food and Clothing Other Expenses Tithing Credit Card #1 Credit Card #2 Car Loan #1 Car Loan #2 School Loan #1 School Loan #2 E. TOTAL EXPENSES NET MONTHLY CASH FLOW ASSETS F. ASSETS Bank Accounts Stocks Bonds Receivables Real Estate
    (fair market value less mortgage)

    Date: ANALYSIS How Much Do You Keep? Cash Flow/Total Income


    ***should be increasing

    #DIV/0!

    Does Your Money Work For You? Passive+Portfolio/Total Inc


    ***should be increasing

    #DIV/0!

    How Much Do You Pay In Taxes? Taxes/Total Income How Much Goes to Housing? Housing Expenses/Income
    ***keep under 33 percent

    #DIV/0!

    $ $

    #DIV/0!

    How Much Do You Spend on Doodads? Doodad Total/Banker Assets


    ***keep under 33 percent

    #DIV/0!

    What Is Your Return On Assets? Pass+Port/Rich Dad Assets


    ***should be increasing

    #DIV/0!

    How Wealthy Are You? Rich Dad Assets/Expenses


    ***measured in months

    #DIV/0!

    $ $

    LIABILITIES J. LIABILITIES Credit Cards Car Loans School Loans Home Mortgage Personal Loans Other Debt J. TOTAL LIABILITIES $

    Business Value (NET) F. ASSETS SUBTOTAL G. DOODADS Home Car(s) Other G. DOODADS TOTAL H. TOTAL ASSETS per Banker
    (Assets Subtotal + Doodads)

    $ $ $

    K. NET WORTH per Banker


    (H less J)

    $ $

    I. TOTAL ASSETS per Rich Dad


    (Assets Subtotal Only, No Doodads)

    I. NET WORTH per Rich Dad


    (I less J)

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