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Personal financial statement for a sample couple: income, necessary and discretionary expenses, assets and liabilities, an income versus expenses chart, quick facts such as net worth, savings rate and debt-to-income ratio, upcoming major expenses and emergency fund status.
Personal financial statement for a sample couple: income, necessary and discretionary expenses, an income versus expenses chart, quick facts such as net worth, savings rate and debt-to-income ratio, upcoming major expenses, emergency fund status, assets and liabilities.
The personal financial statement for a sample couple, shown on a green background.
Labeled personal financial statement: an income and expenses column chart, all text can be edited, and values and percentages are calculated from your data.
A blank personal financial statement template ready to fill in.
This is a digital product; no physical item is sent. You receive 1 Excel file and 1 PDF with a Google Sheets link after payment. Excel and Google Sheets templates.
  1. Personal financial statement for a sample couple: income, necessary and discretionary expenses, assets and liabilities, an income versus expenses chart, quick facts such as net worth, savings rate and debt-to-income ratio, upcoming major expenses and emergency fund status.
  2. Personal financial statement for a sample couple: income, necessary and discretionary expenses, an income versus expenses chart, quick facts such as net worth, savings rate and debt-to-income ratio, upcoming major expenses, emergency fund status, assets and liabilities.
  3. The personal financial statement for a sample couple, shown on a green background.
  4. Labeled personal financial statement: an income and expenses column chart, all text can be edited, and values and percentages are calculated from your data.
  5. A blank personal financial statement template ready to fill in.
  6. This is a digital product; no physical item is sent. You receive 1 Excel file and 1 PDF with a Google Sheets link after payment. Excel and Google Sheets templates.

Personal Finance

Personal Financial Snapshot with Quick Facts

$5.75

Digital Download
  • Instant download after payment
  • No sales tax, no hidden fees
  • Excel and/or Google Sheets files
What will I get?

You will receive 1 Excel file compatible with Excel.  You will also receive 1 pdf file containing a Google Sheet links. This item works with Google Sheets and Excel.

How will I get the files?

Once your payment is successfully processed, you will receive instant access to download links for your digital product. A confirmation email will also be sent with downloadable links.

Returns & Exchanges?

These are digital products and sales are final. If a template does not work as described, you may report the issue within 7 days of purchase and may be eligible for a refund under the Terms of Service.

About this template

This personal financial snapshot works in Excel and Google Sheets. It is the Personal Financial Snapshot with Quick Facts, designed by a licensed CPA.

What is in the personal financial snapshot

The template includes income, necessary and discretionary expenses, assets and liabilities, an income versus expenses chart, quick facts such as net worth, savings rate and debt-to-income ratio, upcoming major expenses and emergency fund status.

Who uses it

Individuals, couples and families keeping track of their money. See all personal finance spreadsheets.

What you receive

One Excel file and a PDF with a link to the Google Sheets version.

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