Templates
Personal
Personal Financial Statement Template for Google Sheets
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Personal Financial Statement Template for Google Sheets

Manage your finances with our Personal Financial Statement Template for Google Sheets. Track assets, liabilities, income, and expenses to calculate your net worth.
1
Create a new Google Sheet for personal financial statement
2
Input layout for personal financial statement
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List all the assets in one section
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List all the liabilities in another section
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Input individual values for each asset
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Input individual values for each liability
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Calculate total assets
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Calculate total liabilities
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Calculate net worth by subtracting total liabilities from total assets
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Input income sources in another section
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Input individual values for each income source
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Calculate total monthly income
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Input all monthly expenses in another section
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Input individual values for each expense
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Calculate total monthly expenses
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Calculate monthly income surplus/deficit by subtracting expenses from income
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Review all inputted financial information
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Approval: Personal Financial Details
19
Save and finalize the personal financial statement template
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Add personal details at the top of the sheet