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Personal Financial Statement

The document analyzes an individual's income, expenses, assets, and liabilities for the month of September 2010. Total income for the month was $2,222, with $2,222 coming from earned income and $0 from passive and portfolio income. Total expenses were $1,556, including $667 for food/clothing, $667 for a home, and $222 for a school loan. This resulted in net monthly cash flow of $666. Total assets were $222, including $222 in bank accounts. Total liabilities were $0.

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Cenon Alipante Turiano Jr.
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261 views1 page

Personal Financial Statement

The document analyzes an individual's income, expenses, assets, and liabilities for the month of September 2010. Total income for the month was $2,222, with $2,222 coming from earned income and $0 from passive and portfolio income. Total expenses were $1,556, including $667 for food/clothing, $667 for a home, and $222 for a school loan. This resulted in net monthly cash flow of $666. Total assets were $222, including $222 in bank accounts. Total liabilities were $0.

Uploaded by

Cenon Alipante Turiano Jr.
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLS, PDF, TXT or read online on Scribd
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Name: Date: 1-Sep-10

INCOME ANALYSIS
Earned Income How Much Do You Keep?
Earned #1 $2,222.00 Cash Flow/Total Income 29.97%
Earned #2 ***should be increasing
Earned Total $2,222.00
Passive Income Does Your Money Work For You?
Real Estate (NET) Passive+Portfolio/Total Inc 0.00%
Business (NET) ***should be increasing
Passive Total $-
Portfolio Income How Much Do You Pay In Taxes?
Interest Income Taxes/Total Income 0.00%
Dividends
Royalties How Much Goes to Housing?
Portfolio Total $- Housing Expenses/Income 0.00%
TOTAL INCOME $2,222.00 ***keep under 33 percent

EXPENSES How Much Do You Spend on Doodads?


Expenses Doodad Total/Banker Assets 0.00%
Taxes (Income) ***keep under 33 percent
Taxes (Real Estate)
Home Mortgage (or Rent) What Is Your Annual Return On Assets?
Utilities Pass+Port/Rich Dad Assets 0.00%
Maintenance ***should be increasing
Home Insurance
Food and Clothing $667.00 How Wealthy Are You?
Other Expenses Rich Dad Assets/Expenses 0.1
Tithing ***measured in months
Hospital (Mortgage) $667.00
Credit Card #1
Credit Card #2
Car Loan #1
Car Loan #2
School Loan #1 $222.00
School Loan #2
TOTAL EXPENSES $1,556.00

NET MONTHLY CASH FLOW $666.00

ASSETS LIABILITIES
ASSETS LIABILITIES
Bank Accounts $222.00 Credit Cards
Stocks Car Loans
Bonds School Loans
Receivables Home Mortgage
Real Estate Personal Loans
(fair market value less mortgage) Other Debt
Business Value (NET) TOTAL LIABILITIES $-
ASSETS TOTAL $222.00

DOODADS
Home
Car(s)
Other
DOODADS TOTAL $-

TOTAL ASSETS per Banker $222.00 NET WORTH per Banker $222.00
(Assets Total + Doodads) (Total Assets per Banker minus Total Liabilities)

TOTAL ASSETS per Rich Dad $222.00 NET WORTH per Rich Dad $222.00
(Assets Total Only, No Doodads) (Total Assets per Rich Dad minus Total Liabilities)

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