Professional Documents
Culture Documents
Templete of Financial Statement
Templete of Financial Statement
INCOME
A. EARNED INCOME
Job & Self Employment
B. PASSIVE INCOME
Real Estate (NET) …...........
Business (NET) …...........
C. PORTFOLIO INCOME
Interest …...........
Dividens …...........
EXPENSES
E. EXPENSES
Payroll Deductions (taxes,health care) …........... NET INCOME (after espenses) NZD -
Housing (mortgage,taxes, insurance,
MI) …...........
Utilities (power, water, phone,net,tv,
trash) …...........
ASSETS LIABILITIES
Bank Accounts …........... Personal …...........
Stock …........... Credit Cards …...........
Bonds …........... Car Loans …...........
Receivables …........... School Loans …...........
401K and IRAs (market value) …........... Home Mortgage Loan …...........
Real Estate (Equity) …........... Personal Loans …...........
Business Value (NET) …........... Other Debt …...........
G. DOODADS
Home (purchae price shown) …...........
Car (s) …...........
Other …...........
I. TOTAL ASSETS (Rich Dad Version) NET WORTH (Rich Dad Version) NZD -
Assets Sub Total NZD - (I les J)