Personal Financial Statement

[Blake Wimsey]

Does anyone have a good template for a personal financial statement? I’ve gotten several from banks, friends and on the internet but they all seem to be lacking in one way or another.

I’m thinking of creating my own on excel but wanted to check here before I committed time to it. Thanks!

[Amy Kendall]

I found the same thing when I was provided templates from banks.  I found them to be several pages long, but they still didn't allow me to include the information I wanted.  I think you will be better served just making a form for yourself.  I did it using Excel.  I have ten properties, and I found that you can make it pretty straightforward and simple.  I did make my sheet with simple formulas that add up your totals.  The formulas are really pretty easy to set up once you know the basics.  Plus, once you get it setup, it's fun to go in every 6 months to a year and update it and see how much your net worth has changed.  Good luck!