Sample Personal Financial Statement

If you want to see a snapshot of your finances at a particular point in time or wish to monitor fluctuations in the value of your assets or level of liabilities and net worth, you may find the sample Personal Financial Statement helpful. Each time you prepare a Personal Financial Statement you create a snapshot of your finances at a particular point in time. To monitor fluctuations in your finances, you may choose to prepare a financial statement periodically (on a set date every month, quarter, bi-yearly etc.) and compare statements.

Once you document all asset and liability figures, total your assets and liabilities. Next, subtract total liabilities from total assets to determine your net worth figure.