Personal Balance Sheet

A balance sheet tells you how much you’re worth. To arrive at this number, you take your assets and subtract your liabilities/debts. The asset side includes your personal residence, vacation home, investment property, retirement accounts (e.g., 401ks, IRAs, etc.), taxable/nonretirement accounts, etc. The liability side includes all the money you owe (e.g. credit cards, auto, home, student loans, etc.).

Note:  If prompted when you open the file, please click on the Enable Editing, Macros or Content button before entering data

Download Personal Balance Sheet (MS Excel Spreadsheet)