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    Personal Financial Statement

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    berkayyakinn
    This document appears to be a template for tracking personal finances. It includes sections for inputting earned income, passive income, portfolio income, total income, assets, liabilities, expenses, and calculations for metrics like cash flow, return on assets, and wealth. The template provides formulas to calculate key financial ratios and compares metrics to benchmarks like housing expenses under 33% of income and increasing passive/portfolio income over time.

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    Personal Financial Statement

    Uploaded by

    berkayyakinn
    8 views1 page
    This document appears to be a template for tracking personal finances. It includes sections for inputting earned income, passive income, portfolio income, total income, assets, liabilities, expenses, and calculations for metrics like cash flow, return on assets, and wealth. The template provides formulas to calculate key financial ratios and compares metrics to benchmarks like housing expenses under 33% of income and increasing passive/portfolio income over time.

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    This document appears to be a template for tracking personal finances. It includes sections for inputting earned income, passive income, portfolio income, total income, assets, liabilities, expenses, and calculations for metrics like cash flow, return on assets, and wealth. The template provides formulas to calculate key financial ratios and compares metrics to benchmarks like housing expenses under 33% of income and increasing passive/portfolio income over time.

    Copyright:

    © All Rights Reserved
    Download as XLS, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xls, pdf, or txt
    8 views1 page

    Personal Financial Statement

    Uploaded by

    berkayyakinn
    This document appears to be a template for tracking personal finances. It includes sections for inputting earned income, passive income, portfolio income, total income, assets, liabilities, expenses, and calculations for metrics like cash flow, return on assets, and wealth. The template provides formulas to calculate key financial ratios and compares metrics to benchmarks like housing expenses under 33% of income and increasing passive/portfolio income over time.

    Copyright:

    © All Rights Reserved
    Download as XLS, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xls, pdf, or txt
    of 1

    Name: Date:

    Earned Income How Much Do You Keep? ASSETS LIABILITIES


    Earned #1 Cash Flow/Total Income #DIV/0! Bank Accounts Credit Cards
    Earned #2 ***should be increasing Stocks Car Loans
    Earned Total $ - Bonds School Loans
    Passive Income Does Your Money Work For You? Receivables Home Mortgage
    Real Estate (NET) Passive+Portfolio/Total Inc #DIV/0! Real Estate Personal Loans
    Business (NET) ***should be increasing (fair market value less mortgage) Other Debt
    Passive Total $ - Business Value (NET) TOTAL LIABILITIES $ -
    Portfolio Income How Much Do You Pay In Taxes? ASSETS TOTAL $ -
    Interest Income Taxes/Total Income #DIV/0!
    Dividends DOODADS
    Royalties How Much Goes to Housing? Home
    Portfolio Total $ - Housing Expenses/Income #DIV/0! Car(s)
    TOTAL INCOME $ - ***keep under 33 percent Other
    DOODADS TOTAL $ -
    How Much Do You Spend on Doodads?
    Expenses Doodad Total/Banker Assets #DIV/0! TOTAL ASSETS per Banker $ - NET WORTH per Banker $ -
    Taxes (Income) ***keep under 33 percent (Assets Total + Doodads) (Total Assets per Banker minus Total Liabilities)

    Taxes (Real Estate) TOTAL ASSETS per Rich Dad $ - NET WORTH per Rich Dad $ -
    Home Mortgage (or Rent) What Is Your Annual Return On Assets? (Assets Total Only, No Doodads) (Total Assets per Rich Dad minus Total Liabilities)

    Utilities Pass+Port/Rich Dad Assets #DIV/0!


    Maintenance ***should be increasing
    Home Insurance
    Food and Clothing How Wealthy Are You?
    Other Expenses Rich Dad Assets/Expenses #DIV/0!
    Tithing ***measured in months
    Credit Card #1
    Credit Card #2
    Car Loan #1
    Car Loan #2
    School Loan #1
    School Loan #2
    TOTAL EXPENSES $ -

    NET MONTHLY CASH FLOW $ -

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