Fillable Printable Excel Balance Sheet Template
Fillable Printable Excel Balance Sheet Template
Excel Balance Sheet Template
Your Personal Balance Sheet ARANTEED INVESTMENT FUNDS
Personal information
Client
Name:
Address:
Employer: Position:
Telephone (home):
Telephone (work):
Date of birth:
MM
/
DD / AAAA
Email:
Spouse
Name:
Address:
Employer: Position:
Telephone (home):
Telephone (work):
Date of birth:
MM
/
DD/ AAAA
Email:
Children
Name Date of birth Marital status
Other dependents
Balance sheet
Assets (what you own)
Client Spouse
Cash
Savings and chequing account $ $
Notes receivable
Life insurance (cash surrender value)
Investments
Stocks
Bonds
Term deposits
Mutual funds
Registered plans
Annuities
Registered pension plans
Equity interest in a company
Loan to a private corporation
Mortgages receivable
Fixed assets
Residence
Secondary residence
Income property
Personal assets
Vehicles (car, RV, etc.)
Professional equipment
Furnishings
Clothing, jewellery
Works of art
Collections
Other assets
Total assets
$ 0.00 $ 0.00
2
Balance sheet
Liabilities (what you owe)
Client Spouse
Short-term
Accounts payable $ $
Taxes payable
Credit cards and lines of credit
1.
2.
3.
4.
Long-term debts
Personal loans
Mortgage loan(s)
Other
1.
2.
3.
4.
5.
6.
Total liabilities $
0.00
$
0.00
Recap
0.00 0.00
Total assets $ $
0.00
Total liabilities $
0.00
$
0.00 0.00
Net worth (assets minus liabilities) $ $
3
