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  • Balance Sheet Template

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    The document shows a breakdown of a person's assets and liabilities. It lists cash and cash equivalents totaling £4,100, mid-term investments of £1,250, a primary residence worth £250,000, and retirement accounts of £5,250 as the main assets. There are no other assets or liabilities listed. The total current net worth is shown as £260,600.

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    balance sheet template

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    The document shows a breakdown of a person's assets and liabilities. It lists cash and cash equivalents totaling £4,100, mid-term investments of £1,250, a primary residence worth £250,000, and retirement accounts of £5,250 as the main assets. There are no other assets or liabilities listed. The total current net worth is shown as £260,600.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    44 views1 page

    Balance Sheet Template

    Uploaded by

    api-413749917
    The document shows a breakdown of a person's assets and liabilities. It lists cash and cash equivalents totaling £4,100, mid-term investments of £1,250, a primary residence worth £250,000, and retirement accounts of £5,250 as the main assets. There are no other assets or liabilities listed. The total current net worth is shown as £260,600.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 1

    Assets Liabilities

    Cash & Cash Equivalents


    Cash ISA 1,250.00 1,000.00 500.00 500.00
    Savings Accounts 600.00 500.00 250.00 250.00
    Investment ISA 2,250.00 2,000.00 1,000.00 1,000.00
    NSI
    Certificates of Deposit
    Total Cash & Cash Equivalents £4,100.00 £3,500.00 £1,750.00 £1,750.00

    Mid Term investments


    Stocks Shares 1,250.00 1,000.00 500.00 500.00
    Government bonds
    Corporate bonds
    Other 1
    Other 2
    Total Brokerage Accounts £1,250.00 £1,000.00 £500.00 £500.00

    Property
    Primary residence 250,000.00 250,000.00 245,000.00 245,000.00
    Secondary residence
    Rental property
    Investment property
    Vehicle 1 Current Net Worth (less retirement funds)
    Total Property £250,000.00 £250,000.00 £245,000.00 £245,000.00

    Retirement Accounts
    Pension Fund 1 5,250.00 5,000.00 4,500.00 4,500.00
    Pension Fund 2
    Pension Fund 3
    Profit Sharing
    Other
    Other
    Other
    Total Retirement Accounts £5,250.00 £5,000.00 £4,500.00 £4,500.00
    Current Net Worth £260,600.00
    Other Assets
    Loans to friends/family
    Jewelry
    Furnishings
    Antiques
    Collectables
    Other 1
    Other 2
    Total Other Assets £0.00 £0.00 £0.00 £0.00

    Total Assets £260,600.00 £259,500.00 £251,750.00 £251,750.00

    Liabilities £260,600.00

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