Description
Inspiware.com offers a Statement of Personal Finances Template for evaluating the state of your personal finances. A Statement of Personal Finances may be necessary for many situations such as when you are seeking a bank loan, applying for specific jobs that may have fiduciary responsibilities, and applying for a franchise. The template is also known as Net Worth Statement or Statement of Net Worth.
What is a Statement of Personal Finances Template?
The Statement of Personal Finances Template is an Excel spreadsheet and covers the key categories – Assets, Liabilities, Income, and Expenses and several line items beneath each category.
You may download the personal finance statement template and then modify to your own needs. For example, if you wish to add or remove any line items or modify the terms, please feel free to do so.
The spreadsheet calculates the category totals as well as the summary numbers such as net worth and cash flow automatically.
Notes:
- Statement of Personal Finances Template is an Excel spreadsheet.
- Please remember that the deliverable will help you craft a statement of personal finances and by downloading you indemnify against all liabilities. For specific financial advice, please contact a financial advisor or an accountant.
- You can buy membership credits to redeem this product. The credits are available at a substantial discount to the face value. Please review the Inspiware membership credit pricing plans.
- This sale is subject to our general Terms of Service.