Skip to content
×
Pro Members Get
Full Access!
Get off the sidelines and take action in real estate investing with BiggerPockets Pro. Our comprehensive suite of tools and resources minimize mistakes, support informed decisions, and propel you to success.
Advanced networking features
Market and Deal Finder tools
Property analysis calculators
Landlord Command Center
ANNUAL Save 54%
$32.50 /mo
$390 billed annualy
MONTHLY
$69 /mo
billed monthly
7 day free trial. Cancel anytime
×
Take Your Forum Experience
to the Next Level
Create a free account and join over 3 million investors sharing
their journeys and helping each other succeed.
Use your real name
By signing up, you indicate that you agree to the BiggerPockets Terms & Conditions.
Already a member?  Login here
Personal Finance
All Forum Categories
Followed Discussions
Followed Categories
Followed People
Followed Locations
Market News & Data
General Info
Real Estate Strategies
Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Real Estate Classifieds
Reviews & Feedback

Updated over 3 years ago on . Most recent reply

User Stats

13
Posts
5
Votes
Blake Wimsey
  • Insurance Agent
  • Guthrie, OK
5
Votes |
13
Posts

Personal Financial Statement

Blake Wimsey
  • Insurance Agent
  • Guthrie, OK
Posted

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!

Most Popular Reply

User Stats

397
Posts
317
Votes
Amy Kendall
  • Real Estate Broker
  • Lehi, UT
317
Votes |
397
Posts
Amy Kendall
  • Real Estate Broker
  • Lehi, UT
Replied

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!

  • Amy Kendall

Loading replies...