Assets/Liabilities/Income Worksheet Template

ADVERTISEMENT
ASSETS/LIABILITIES/INCOME
WORKSHEET
Name: ______________________________________
Date: _______________
ASSETS
JOINT
CHILDREN
house (current value)
Purchase year: _______
other properties
savings accounts (personal)
checking accounts (personal)
stocks/bonds/etc. (not retirement)
retirement plans
non-term life insurance (cash surrender value)
automobiles (blue book wholesale value)
boats, motorcycles
business
business banking accounts
other:
TOTAL ASSETS:
LIABILITIES
mortgage
home equity loan
auto loan
credit cards
other loans ___________________________
TOTAL LIABILITIES
INCOME SOURCES (annually)
TOTAL INCOME
On the back of this sheet, please write each bank name (etc.), account name, account number, balance, date of
balance.
ASSETS/LIABILITIES/INCOME
WORKSHEET
Name: ______________________________________
Date: _______________
ASSETS
JOINT
CHILDREN
house (current value)
Purchase year: _______
other properties
savings accounts (personal)
checking accounts (personal)
stocks/bonds/etc. (not retirement)
retirement plans
non-term life insurance (cash surrender value)
automobiles (blue book wholesale value)
boats, motorcycles
business
business banking accounts
other:
TOTAL ASSETS:
LIABILITIES
mortgage
home equity loan
auto loan
credit cards
other loans ___________________________
TOTAL LIABILITIES
INCOME SOURCES (annually)
TOTAL INCOME
On the back of this sheet, please write each bank name (etc.), account name, account number, balance, date of
balance.
(C) checking
(S) savings
(M) money market
Whose?
Bank name
Account #
Balance
Date
____
__________
_____________ _________________ ____________ ___________
____
__________
_____________ _________________ ____________ ___________
____
__________
_____________ _________________ ____________ ___________
____
__________
_____________ _________________ ____________ ___________
____
__________
_____________ _________________ ____________ ___________
____
__________
_____________ _________________ ____________ ___________
(V) Visa
(M) Mastercard
(A) American Express
Whose?
Account #
Balance
Date
____
__________
_________________ ____________ ___________
____
__________
_________________ ____________ ___________
____
__________
_________________ ____________ ___________
____
__________
_________________ ____________ ___________
____
__________
_________________ ____________ ___________
____
__________
_________________ ____________ ___________
____
__________
_________________ ____________ ___________
Investment and Retirement Accounts:
IRA, 401(k), Date
What
Whose?
pension?
Started
Account #
Value
As of Date
__________________
_______ __________ __________ _________________ __________ ___________
__________________
_______ __________ __________ _________________ __________ ___________
__________________
_______ __________ __________ _________________ __________ ___________
__________________
_______ __________ __________ _________________ __________ ___________
__________________
_______ __________ __________ _________________ __________ ___________
__________________
_______ __________ __________ _________________ __________ ___________
__________________
_______ __________ __________ _________________ __________ ___________
Other:

Download Assets/Liabilities/Income Worksheet Template

279 times
Rate
4.6(4.6 / 5) 20 votes
ADVERTISEMENT
Page of 2