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Fillable Printable Excel Balance Sheet Template

Fillable Printable Excel Balance Sheet Template

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
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