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(¿µ¹®) °³ÀÎ À繫Á¦Ç¥(Personal Financial Statement)

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2013.09.24
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personal financial statement o
f:
enter your name here
as of:
mm/dd/yyyy
assets amount in dollars cash
-checking accounts $-cash-savings accounts-certificates of deposit-securities-stocks / bonds / mutual funds-notes & contracts receivable-life insurance (cash surrender value)-personal property (autos, jewelry, etc.)-retirement funds (eg.iras, 401k)-real estate (market value)-other assets (specify)-other assets (specify)-total assets $-liabilities amount in dollars current debt (credit cards, accounts) $-notes payable (describe below)-taxes payable-real estate mortgages (describe)-other liabilities (specify)-other liabilities (specify)-total liabilities $-net worth $-
signature: date:
personal finance statement of
:
enter your name here
details
1.assets-details
notes and contracts held
from whom owing balance owing
original amount original date monthly payment maturity date history / purpose $-$-$-
securities: stocks / bonds /
mutual funds
name of security number of sh
ares cost market value date of acquisition $-$-
stock in privately held compa
nies
company name no.of shares $ i
nvested est.market value $-$-
real estate
description / location market
value amount owing original cost purchase date $-$-$-
2.liabilities-details
credit card & charge card deb
t   (ÀÌÇÏ »ý·«)

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