Fillable Printable Zero Income Statement Form

Zero Income Statement Form

Personal Financial Statement of:

Enter your name here

as of:

mm/dd/yyyy

Assets Amount in Dollars

Cash - checking accounts $ -

Cash - savings accounts -

Certificates of deposit -

Securities - stocks / bonds / mutual funds -

Notes & contracts receivable -

Life insurance (cash surrender value) -

Personal property (autos, jewelry, etc.) -

Retirement Funds (eg. IRAs, 401k) -

Real estate (market value) -

Other assets (specify) -

Total Assets $ -

Liabilities Amount in Dollars

Current Debt (Credit cards, Accounts) $ -

Notes payable (describe below) -

Taxes payable -

Real estate mortgages (describe) -

Other liabilities (specify) -

Total Liabilities $ -

Net Worth $ -

Signature: Date:

Personal Finance Statement of:

Enter your name here

Details

1. ASSETS - Details

Notes and Contracts held

From Whom Owing Balance Owing Original Amount Original Date Monthly Payment Maturity Date History / Purpose

$ - $ - $ -

Securities: stocks / bonds / mutual funds

Name of Security Number of Shares Cost Market Value Date of Acquisition

$ - $ -

Stock in Privately Held Companies

Company Name No. of shares $ Invested Est. Market Value

$ - $ -

Real Estate

Description / Location Market Value Amount Owing Original Cost Purchase Date

$ - $ - $ -

2. LIABILITIES - Details

Credit Card & Charge Card Debt

Name of Card / Creditor Amount Due

$ -

Notes Payable (excluding monthly bills)

Name of Creditor Amount Owing Original Amount Monthly Payment Interest Rate Secured by (Leine)

$ - $ - $ -

Mortgage / Real Estate Loans Payable

Name of Creditor Amount Owing Original Amount Monthly Payment Interest Rate Secured by (Leine)

$ - $ - $ -