Where can I find a good Personal Financial Statement Template?

C

charlie

Member
Hi everyone,
I’m looking for a reliable Personal Financial Statement Template to track my income, expenses, assets, and liabilities. Ideally, I’d like something in Excel or Google Sheets that’s easy to update and suitable for loan applications or personal budgeting.


Does anyone have recommendations for downloadable templates or tips on what key sections should be included (like net worth, cash flow, and debt summary)?
 
On Microsoft Office, the template gallery of Microsoft Office has good Personal Financial Statement templates, and Google sheets template library also has good Personal Financial Statement templates. Find those that cover assets, liabilities, income, expenses, net worth and cash flow. They tend to be simple to revise and are also applicable in personal budgeting application and loan application.
 
You can find a good Personal Financial Statement template on SBA.gov, SCORE.org, or LiftFund.com — all offer free, downloadable versions.
 
You can find reliable Personal Financial Statement templates on platforms like Microsoft Office, Google Sheets, SCORE, and financial websites offering free downloadable formats. These templates help track assets, liabilities, income, and expenses. Choose one with clear sections, editable fields, and formulas to simplify financial planning and documentation for loans or budgeting.
 
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