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Personal Financial Statement

The document provides a financial analysis including earned income, passive income, portfolio income, expenses, assets, and liabilities. It highlights key metrics such as cash flow, tax percentages, and housing expenses relative to income. The total income is $40,000, total expenses are $13,000, resulting in a net monthly cash flow of $27,000.

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3 views1 page

Personal Financial Statement

The document provides a financial analysis including earned income, passive income, portfolio income, expenses, assets, and liabilities. It highlights key metrics such as cash flow, tax percentages, and housing expenses relative to income. The total income is $40,000, total expenses are $13,000, resulting in a net monthly cash flow of $27,000.

Uploaded by

vicoteamservice
Copyright
© © All Rights Reserved
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:

INCOME ANALYSIS
Earned Income How Much Do You Keep?
Earned #1 $ 20,000.00 Cash Flow/Total Income 67.50%
Earned #2 $ 20,000.00 ***should be increasing
Earned Total $ 40,000.00
Passive Income Does Your Money Work For You?
Real Estate (NET) $ - Passive+Portfolio/Total 0.00%
Business (NET) $ - ***should be increasing
Passive Total $ -
Portfolio Income How Much Do You Pay In Taxes?
Interest $ - Income Taxes/Total Inc 0.00%
Dividends $ -
Royalties $ - How Much Goes to Housing?
Portfolio Total $ - Housing Expenses/Inco 17.50%
TOTAL INCOME $40,000.00 ***keep under 33 percent

EXPENSES How Much Do You Spend on Doodads?


Expenses Doodad Total/Banker As 0.00%
Taxes (Income) $ - ***keep under 33 percent
Taxes (Real Estate) $ -
Home Mortgage (or Re $ 6,000.00 What Is Your Annual Return On Assets?
Utilities $ 1,000.00 Pass+Port/Rich Dad Ass 0.00%
Maintenance $ - ***should be increasing
Home Insurance $ -
Food and Clothing $ 5,000.00 How Wealthy Are You?
Other Expenses $ 1,000.00 Rich Dad Assets/Expens 30.3
Tithing ***measured in months
Credit Card #1
Credit Card #2
Car Loan #1
Car Loan #2
School Loan #1
School Loan #2
TOTAL EXPENSES $13,000.00

NET MONTHLY CASH FLO $27,000.00

ASSETS LIABILITIES
ASSETS LIABILITIES
Bank Accounts $205,000.00 Credit Cards
Stocks $ 85,000.00 Car Loans
Bonds/Gold $104,000.00 School Loans
Receivables $ - Home Mortgage
Real Estate $ - Personal Loans
(fair market value less mortgage) Other Debt
Business Value (NET) $ - TOTAL LIABILITIES $ -
ASSETS TOTAL ###

DOODADS
Home
Car(s)
Other
DOODADS TOTAL $ -

TOTAL ASSETS per Banke ### NET WORTH per Banker ###
(Assets Total + Doodads) (Total Assets per Banker minus Total Liabilities)

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

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