Financial management

Keeping your finances in check is easy to start-and maintain- when you use an excel budget planning template in your financial management routine. customize an excel template to suit your unique financial management needs, whether you're balancing the books of a small business or keeping track of your household budget..

personal financial statement template excel free download

Budget your personal and business finances using these templates

Manage your finances using Excel templates. Stay on track for your personal and business goals by evaluating your income and expenses. Use these templates to add in pie charts and bar graphs so that you can visualize how your finances change over time. Create infographics that show what categories are included in your budget and the types of factors that incorporate each category. Download your financial management template so that you can access it and edit it as you need.

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Download Personal Financial statement Template In Excel

Financial statement.

A personal financial statement is   a spreadsheet that details the assets and liabilities of an individual, couple, or business at a specific point of time. Therefore consists of two columns, with assets listed on the left and liabilities on the right.

Inclusion of Personal Financial Statement

Hence Personal Financial statement  allows you to create and update an all-in-one personal financial statement that includes:

  • Personal Balance Sheet  – for listing assets and liabilities and calculating net worth.
  • Cash Flow Statement  – for listing all your inflows and outflows and calculating your net cash flow.
  • Details Worksheet  – for listing individual account balances and the details for your properties and loans.
  • Info Sheet  – for listing contact info that is typically required in loan applications (e.g. names and addresses of the applicant and co-applicant).

Certainly also includes calculations for some common financial ratios:

  • Basic Liquidity (BLR) Ratio = Total Liquid Assets / Total Living Expenses ::Therefore, This ratio uses info from both the balance sheet and the cash flow statement.
  • Debt-to-Income (DTI) Ratio = Annual Debt Payments / Annual Income :: A ratio commonly used by lenders to determine how risky is an investment. Hence, it should be below about 35% to consider acceptable hence comes from the cash flow statement.
  • Debts-to-Assets Ratio = Total Liabilities / Total Assets :: certainly Indicates the degree of leverage to use for person or company to finance their assets. The higher this ratio the less financial flexibility you have. Above all this comes from the balance sheet.

Why is a Personal financial statement useful?

This statement is a tool that we use to analyze our current financial status therefore helps us to track net worth and set financial goals.

What are assets and liabilities?

Assets are investments and property of significant value hence can be used as collateral to secure a loan because salary and other forms of income are not assets. Lenders will typically ask to see them and list separately to gain a better understanding to manage liabilities. Common assets include:

  • Account balances: savings, certificates, money market accounts
  • Investment balances: stocks, ETFs, mutual funds, bonds, annuities, cash-surrender values of life insurance, commodities.
  • Retirement accounts: 401(k)s, IRAs
  • Real estate
  • Valuable personal property: vehicles, boats, jewelry, or collectables

However liabilities are accounts that carry a balance to be paid down by regular installments. After that monthly accrued expenses (utilities, cable, cell phone, insurance payments, rent, food, and other general living expenses) are excluded. Common liabilities does not include:

  • Credit cards
  • Student loans
  • Unpaid medical bills or unpaid taxes
  • Mortgages or vehicle loans
  • Loans that you have co-signed

How can you calculate net worth?

It is simply subtracting total liabilities from total assets thus, the difference is your net worth.

The Personal Balance Sheet

Step 1: list all your assets.

An asset is something that you own that has exchange value. However Your financial assets are your cash, savings, checking account balances, real estate, pensions, etc.

Watch out for the cells that are highlighted gray. Therefore, the values that come from the Details worksheet. If you overwrite the formula, you’ll need to fix it.

Step 2: List all your Liabilities

Liabilities are your debts and other unpaid financial obligations therefore Future expenses such as fuel for your car are not liabilities, but unpaid bills are.

Step 3: Calculate Net Worth = Assets – Liabilities

The full market value of your home is an  Asset . Certainly, The amount you still owe on the mortgage is a Liability . The difference is therefore what you call Home Equity . However, In a typical business balance sheet, the terms Owner’s Equity  or  Shareholders Equity  are the same as  Net Worth : Owner’s Equity = Assets – Liabilities.

Download this Personal Financial statement template in Excel Format

Our easy to use editable Excel templates and save your significant amount of time and effort. Here’s how to download and use one of our templates:

Download this free Excel Template : Once you’ve browsed through our collection of templates and find the one that best fits your needs. Once you’ve found the template you want, click on the download button.

Replace sample data with your actual data: Once the template is downloaded, open it in Excel. You’ll see that it is already set up with sample data. To start analyzing your own data, simply replace the sample data with your actual data.

Customize the template: Our templates are completely editable, which means you can customize them to fit your specific needs. For example, you can change the formatting, add or remove columns, or create new charts and graphs.

Use the Excel template: Once you’ve fed in your data and customized the template, you’re ready to start using it for data analysis. Use the various tools and features of Excel to analyze and visualize your data, and make informed business decisions.

Save and share: Once you’ve finished working on the template, save it to your computer and share it with other members of your team or stakeholders as needed.

Click Download Button To Get Personal Financial statement Excel Template

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Personal Financial statement Template

personal financial statement template excel free download

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Free editable professional Excel templates can be a useful tool for businesses , organizations, and individuals looking to streamline their data management and reporting processes. These templates can provide a pre-designed and pre-formatted framework for storing and organizing data, as well as for creating charts, graphs, and other visualizations to help communicate that data more effectively.

One advantage of using professional Excel templates is that they are often designed by experienced professionals who understand best practices for data management and visualization. This means that the templates are likely to be well-organized, easy to understand, and aesthetically pleasing, which can make working with them more efficient and enjoyable.

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Overall, free editable professional Excel templates can be a valuable resource for anyone looking to improve their data management and analysis skills. By providing a pre-designed and customizable framework for storing, organizing, and visualizing data, these templates can help users save time and make more informed decisions.

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Download Free Personal Finance Templates in Excel

Want to manage your debts payments, savings, and investments in a smart and easy manner? Now you can use MS Excel to manage Personal Finance such as Debt Reduction Calculator, Monthly Household Budget, Credit Card Payoff Calculator, etc.

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Simple Personal Finance Statement Template For Excel

Many people often fall into a financial trap they have unknowingly made for themselves. Whether due to lack of planning, foresight, proper personal accounting or for whatever reason, having a personal financial statement is necessary. This also helps you avoid spending more than what you earn and therefore save.

Professionally Designed Finance Statement for Personal Use

The Simple Personal Finance Statement Template for Excel lets you calculate your net worth and present your financial statement when applying for a loan. Just like the ones used in big corporations, financial statements provide you with an indication of your personal financial condition. 

Personal Balance Sheet

The Simple Personal Finance Statement Template for Excel acts like your personal balance sheet in the sense that it presents your various assets and liabilities. This personal finance statement template summarizes what you own (assets), what you owe (liabilities) and your net worth.

With this Simple Personal Finance Statement Template for Excel, you don’t need to have a degree in accounting or an expert in figures and computing. This free excel template allows you to automatically compute your various assets and liabilities and show your net worth automatically as the bottom line.

Contains Details for Assets and Liabilities

This Excel Template also contains a separate spreadsheet for the Details. This contains Details on the assets and liabilities. For the Assets, this spreadsheet contains the specifics, like the Notes and Contracts Held, Securities, Stocks, Real Estates and the amount, cost, dates of acquisition, market value, and other information. As for the liabilities, it contains Credit Card Debts, Notes Payable, Mortgage and Real Estate Loans, and many other details. As with the Assets, the Liabilities Details contains the specific amounts, interest rates, monthly payments, and many other details.

Print-Ready Template

This free Simple Personal Finance Template for Excel is print-ready so you can always keep a hard copy any time you want. You can even print a quarterly or yearly personal finance statement just so you have a copy to file and whenever you need to present it.

Finance Statement Can Be Printed and Presented to Financers

Since this Simple Personal Finance Template is easy-to-use, lets you accurately compute and is also professional-looking, you can print your own updated finance statement when you need it for presentation of your financial condition to the bank for loans or to other financiers. Furthermore, you can also use this free Excel template for use in your business.

Go to Download Simple Personal Finance Statement Template for Excel

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personal financial statement template excel free download

personal financial statement template excel free download

Create a form in Word that users can complete or print

In Word, you can create a form that others can fill out and save or print.  To do this, you will start with baseline content in a document, potentially via a form template.  Then you can add content controls for elements such as check boxes, text boxes, date pickers, and drop-down lists. Optionally, these content controls can be linked to database information.  Following are the recommended action steps in sequence.  

Show the Developer tab

In Word, be sure you have the Developer tab displayed in the ribbon.  (See how here:  Show the developer tab .)

Open a template or a blank document on which to base the form

You can start with a template or just start from scratch with a blank document.

Start with a form template

Go to File > New .

In the  Search for online templates  field, type  Forms or the kind of form you want. Then press Enter .

In the displayed results, right-click any item, then select  Create. 

Start with a blank document 

Select Blank document .

Add content to the form

Go to the  Developer  tab Controls section where you can choose controls to add to your document or form. Hover over any icon therein to see what control type it represents. The various control types are described below. You can set properties on a control once it has been inserted.

To delete a content control, right-click it, then select Remove content control  in the pop-up menu. 

Note:  You can print a form that was created via content controls. However, the boxes around the content controls will not print.

Insert a text control

The rich text content control enables users to format text (e.g., bold, italic) and type multiple paragraphs. To limit these capabilities, use the plain text content control . 

Click or tap where you want to insert the control.

Rich text control button

To learn about setting specific properties on these controls, see Set or change properties for content controls .

Insert a picture control

A picture control is most often used for templates, but you can also add a picture control to a form.

Picture control button

Insert a building block control

Use a building block control  when you want users to choose a specific block of text. These are helpful when you need to add different boilerplate text depending on the document's specific purpose. You can create rich text content controls for each version of the boilerplate text, and then use a building block control as the container for the rich text content controls.

building block gallery control

Select Developer and content controls for the building block.

Developer tab showing content controls

Insert a combo box or a drop-down list

In a combo box, users can select from a list of choices that you provide or they can type in their own information. In a drop-down list, users can only select from the list of choices.

combo box button

Select the content control, and then select Properties .

To create a list of choices, select Add under Drop-Down List Properties .

Type a choice in Display Name , such as Yes , No , or Maybe .

Repeat this step until all of the choices are in the drop-down list.

Fill in any other properties that you want.

Note:  If you select the Contents cannot be edited check box, users won’t be able to click a choice.

Insert a date picker

Click or tap where you want to insert the date picker control.

Date picker button

Insert a check box

Click or tap where you want to insert the check box control.

Check box button

Use the legacy form controls

Legacy form controls are for compatibility with older versions of Word and consist of legacy form and Active X controls.

Click or tap where you want to insert a legacy control.

Legacy control button

Select the Legacy Form control or Active X Control that you want to include.

Set or change properties for content controls

Each content control has properties that you can set or change. For example, the Date Picker control offers options for the format you want to use to display the date.

Select the content control that you want to change.

Go to Developer > Properties .

Controls Properties  button

Change the properties that you want.

Add protection to a form

If you want to limit how much others can edit or format a form, use the Restrict Editing command:

Open the form that you want to lock or protect.

Select Developer > Restrict Editing .

Restrict editing button

After selecting restrictions, select Yes, Start Enforcing Protection .

Restrict editing panel

Advanced Tip:

If you want to protect only parts of the document, separate the document into sections and only protect the sections you want.

To do this, choose Select Sections in the Restrict Editing panel. For more info on sections, see Insert a section break .

Sections selector on Resrict sections panel

If the developer tab isn't displayed in the ribbon, see Show the Developer tab .

Open a template or use a blank document

To create a form in Word that others can fill out, start with a template or document and add content controls. Content controls include things like check boxes, text boxes, and drop-down lists. If you’re familiar with databases, these content controls can even be linked to data.

Go to File > New from Template .

New from template option

In Search, type form .

Double-click the template you want to use.

Select File > Save As , and pick a location to save the form.

In Save As , type a file name and then select Save .

Start with a blank document

Go to File > New Document .

New document option

Go to File > Save As .

Go to Developer , and then choose the controls that you want to add to the document or form. To remove a content control, select the control and press Delete. You can set Options on controls once inserted. From Options, you can add entry and exit macros to run when users interact with the controls, as well as list items for combo boxes, .

Adding content controls to your form

In the document, click or tap where you want to add a content control.

On Developer , select Text Box , Check Box , or Combo Box .

Developer tab with content controls

To set specific properties for the control, select Options , and set .

Repeat steps 1 through 3 for each control that you want to add.

Set options

Options let you set common settings, as well as control specific settings. Select a control and then select Options to set up or make changes.

Set common properties.

Select Macro to Run on lets you choose a recorded or custom macro to run on Entry or Exit from the field.

Bookmark Set a unique name or bookmark for each control.

Calculate on exit This forces Word to run or refresh any calculations, such as total price when the user exits the field.

Add Help Text Give hints or instructions for each field.

OK Saves settings and exits the panel.

Cancel Forgets changes and exits the panel.

Set specific properties for a Text box

Type Select form Regular text, Number, Date, Current Date, Current Time, or Calculation.

Default text sets optional instructional text that's displayed in the text box before the user types in the field. Set Text box enabled to allow the user to enter text into the field.

Maximum length sets the length of text that a user can enter. The default is Unlimited .

Text format can set whether text automatically formats to Uppercase , Lowercase , First capital, or Title case .

Text box enabled Lets the user enter text into a field. If there is default text, user text replaces it.

Set specific properties for a Check box .

Default Value Choose between Not checked or checked as default.

Checkbox size Set a size Exactly or Auto to change size as needed.

Check box enabled Lets the user check or clear the text box.

Set specific properties for a Combo box

Drop-down item Type in strings for the list box items. Press + or Enter to add an item to the list.

Items in drop-down list Shows your current list. Select an item and use the up or down arrows to change the order, Press - to remove a selected item.

Drop-down enabled Lets the user open the combo box and make selections.

Protect the form

Go to Developer > Protect Form .

Protect form button on the Developer tab

Note:  To unprotect the form and continue editing, select Protect Form again.

Save and close the form.

Test the form (optional)

If you want, you can test the form before you distribute it.

Protect the form.

Reopen the form, fill it out as the user would, and then save a copy.

Creating fillable forms isn’t available in Word for the web.

You can create the form with the desktop version of Word with the instructions in Create a fillable form .

When you save the document and reopen it in Word for the web, you’ll see the changes you made.

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  3. 40+ Personal Financial Statement Templates & Forms ᐅ TemplateLab

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  6. 40+ Personal Financial Statement Templates & Forms ᐅ TemplateLab

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COMMENTS

  1. Excel design templates for financial management | Microsoft Create">Excel design templates for financial management | Microsoft...

    Download your financial management template so that you can access it and edit it as you need. Start maintaining your finances with an Excel budget planning template. Customize an Excel template to suit your financial management needs, from small-business books to household budgets.

  2. Free Personal Financial Statement Template - PDF | Word – eForms">Free Personal Financial Statement Template - PDF | Word – eForms

    Personal Financial Statement Template Create a high-quality document now! Create Document Updated October 11, 2023 A personal financial statement is a document summarizing a person’s financial standing. It provides a full list of their personal assets and liabilities as well as their income and expenses.

  3. Download for free Personal Financial statement excel template">Download for free Personal Financial statement excel template

    By providing a pre-designed and customizable framework for storing, organizing, and visualizing data, these templates can help users save time and make more informed decisions. Download freePersonal Financial statement excel template. Includes Balance sheet, cash flow statement for personal financial statement.

  4. Download Free Financial Statement Templates in Excel - ExcelDataPro">Download Free Financial Statement Templates in Excel -...

    This will give your lender or investors an idea of the health of the company. This template can be helpful to Accounts Assistants, Accountants, and Auditors, etc. Use MS Excel to do final accounts and create financial statements like Income Statements, Balance Sheet, Cash Flow Statement and more.

  5. 30 Free Financial Statement Templates (Excel) - TemplateArchive">30 Free Financial Statement Templates (Excel) - TemplateArchive

    30 Free Financial Statement Templates (Excel) A financial statement template refers to an official record of an entity’s financial activities, either an organization or an individual. These written reports quantify your company’s performance, financial strength, and liquidity.

  6. Download Free Personal Finance Templates in Excel - ExcelDataPro">Download Free Personal Finance Templates in Excel - ExcelDataPro

    We have created a Personal Budget Template in Excel, Google Sheet, and Open Office with predefined formulas and a graphical overview of the financials. This template is useful to everyone but especially for working individuals and students.

  7. Free Personal Finance Excel Templates for Budgeting - Geekflare">11 Free Personal Finance Excel Templates for Budgeting -...

    Budget calculator is an easy-to-use tool to manage your expenses and income monthly in Excel desktop app, Excel online, and offline format. The template comes with editable cells to customize the expense and income headers. The template is suitable for a month’s budgeting. For the next month, simply duplicate the worksheets.

  8. Free Financial Statement Templates - Spreadsheet123">Free Financial Statement Templates - Spreadsheet123

    FREE Net Worth Statement For: Download free Financial Statement templates for Microsoft® Excel® including business plan, financial plan, profit and loss, balance sheet and more.

  9. Personal Finance Statement Template For Excel - FPPT.com">Simple Personal Finance Statement Template For Excel - FPPT.com

    This personal finance statement template summarizes what you own (assets), what you owe (liabilities) and your net worth. With this Simple Personal Finance Statement Template for Excel, you don’t need to have a degree in accounting or an expert in figures and computing.

  10. Word that users can complete or print">Create a form in Word that users can complete or print

    In Word, you can create a form that others can fill out and save or print. To do this, you will start with baseline content in a document, potentially via a form template. Then you can add content controls for elements such as check boxes, text boxes, date pickers, and drop-down lists. Optionally, these content controls can be linked to ...