Scribd
Upload
136 views2 pages

Personal Balance Sheet Overview

This personal balance sheet shows assets of $1,000,000 in cash gifts and no liabilities. There are no retirement accounts, property, or other investments listed. The individual has $1,000,000 remaining in total assets and balance.

Uploaded by

Selene
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
136 views2 pages

Personal Balance Sheet Overview

This personal balance sheet shows assets of $1,000,000 in cash gifts and no liabilities. There are no retirement accounts, property, or other investments listed. The individual has $1,000,000 remaining in total assets and balance.

Uploaded by

Selene
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd

Personal Balance Sheet

BALANCE
Total Cash & Cash Equivalents
Cash Gift $ 1,000,000

Total Cash & BALANCE $ 1,000,000

Liabilities and Equity

Short Term Credit


Credit Card 1 $ -
Credit Card 2 -
Credit Card 3 -
Loans (from friends or family) -
Home Line of Credit (home
improvements) -
Other current liabilities -
Total Short-term Credit $ -

Loans & Mortgages


Mortgage, Primary Residence $ -
Mortgage, Rental Property -
Vehicle 1 -
Vehicle 2 -
Recreational Vehicle -
Student Loans -
Business Loans -
401(k) Loan -
Other -
Total Long-term Debt $ -

Total Liabilities & BALANCE $ - $ 1,000,000

Assets & Investments

Retirement Accounts
401(k) $ -
403(b) -
IRA - Roth -
IRA - Traditional -
Mutual Funds
Money Market Account -
Other Investments -
Total Retirement Accounts $ -

Property
Primary Residence -
Rental Property -
Vehicle 1 -
Recreational Vehicle -
Commodity -
Other -
Other -
Total Property $ -

Total Assets & BALANCE $ - $ 1,000,000

Balance Remaining = $ 1,000,000

You might also like