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) 

   

 

$