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Personal financial statement for a sample couple: net worth, monthly income and expenses, assets by type, and liabilities such as loans and debts.
Personal financial statement for a sample couple: monthly income and expenses, assets by type, liabilities and net worth.
Personal financial statement with a note that all descriptions can be edited.
A blank personal financial statement template.
The personal financial statement in the print settings window, ready to print on one page.
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: net worth, monthly income and expenses, assets by type, and liabilities such as loans and debts.
  2. Personal financial statement for a sample couple: monthly income and expenses, assets by type, liabilities and net worth.
  3. Personal financial statement with a note that all descriptions can be edited.
  4. A blank personal financial statement template.
  5. The personal financial statement in the print settings window, ready to print on one page.
  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 Balance Sheet – Assets & Liabilities

$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 along with 1 PDF that includes a link to a Google Sheet, allowing you to easily make a copy to your Google Drive.

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 balance sheet works in Excel and Google Sheets. It is the Personal Balance Sheet – Assets & Liabilities, designed by a licensed CPA.

What is in the personal balance sheet

The template includes net worth, monthly income and expenses, assets by type, and liabilities such as loans and debts.

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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