Personal Balance Sheet example
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Are you looking for a professional Personal Balance Sheet? If you've been feeling stuck or lack motivation, download this template now!
Do you have an idea of what you want to draft, but you cannot find the exact words yet to write it down or lack the inspiration how to make it? If you've been feeling stuck, this Personal Balance Sheet template can help you find inspiration and motivation. This Personal Balance Sheet covers the most important topics that you are looking for and will help you to structure and communicate in a professional manner with those involved.
Investment funds Cash surrender value of life insurance Capital régional et coopératif Desjardins Fonds des travailleurs (FTQ, CSN, etc.) Stock savings plan (SSP) Stock Other Total non-registered investments 0.00 Registered plans Registered Retirement Savings Plan (RRSP) Locked-In Retirement Account (LIRA) or Locked-In RRSP Registered Retirement Income Fund (RRIF) Life Income Fund (LIF) Registered Education Savings Plan (RESP) Annuity (Life or Fixed-term) Registered Pension Plan (pension fund) Deferred Profit-Sharing Plan (DPSP) Tax-Free Savings Account (TFSA) Other Total registered plans 0.00 Personal assets Furniture Vehicles (car, boat, motorcycle, snowmobile, camper, motorized vehicle, etc.) Primary residence Secondary residence (cottage) Rental property (income property) Land Collections Art Jewels Other Total personal assets 0.00 Total assets 0.00 Liabilities (what you owe) Approximate value Current liabilities Credit cards Lines of credit Amounts owing Total current liabilities 0.00 Medium-term liabilities Car loans Personal loans Other Total medium-term liabilities 0.00 Long-term liabilities Mortgage (primary residence) Mortgage (secondary residence) Mortgage (rental property) Loans for investment purposes Student loans Other Total long-term liabilities 0.00 Total liabilities 0.00 Recap Total assets 0.00 Total liabilities 0.00 Net worth (total assets less total liabilities) 0.00 Online tools are made available to you for information purposes and for personal use only..
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