Personal Financial Statement Template

Do you need a personal financial statement template?  The PropertyMetrics team has created and curated several helpful resources for commercial real estate professionals.  Please feel free to download and use the following personal financial statement template:

Personal Financial Statement Template

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The above personal financial statement Excel template worksheet example includes sections for the following:

  • Cash on hand
  • Marketable securities
  • Non-marketable securities
  • IRA, Keogh, Profit-Sharing & Other Vested Retirement Accounts
  • Net Cash Surrender Value of Life Insurance
  • Personal Residential Real Estate 
  • Real Estate Investments 
  • Accounts and Notes Receivable
  • Partnerships / PC Interests 
  • Deferred Income
  • Personal Property (including automobiles)
  • Other Assets (List)
  • Notes Payable
  • Accounts Payable (including credit cards)
  • Taxes Payable
  • Margin Accounts
  • Life Insurance Loans 
  • Mortgage Debt Personal 
  • Mortgage Debt Investment 
  • Notes Due: Partnership 
  • Other Liabilities (List)
  • Total Assets
  • Total Liabilities and Net Worth
  • Total Net Worth
  • and more…