To make the most of your finances, you must know precisely where you are starting. See your entire personal finance situation all in one spot. Online Log-in Credentials: If you’re worried about security, you don’t have to use this section, but I like to have all of my log-in information in one spot so that my wife could pick up the pieces if something happened to me.ġ.This spreadsheet keeps the big picture in mind. Financial Goals: It’s important to keep your financial goals in mind when viewing net worth and income vs.While this isn’t a full-blown budget, it will help you visualize what you “have to” pay each month. Personal Income Statement: This includes your income and all your recurring expenses. Personal Balance Sheet: This is simply a listing of all your assets and liabilities.This sheet puts all your personal financial information in one simple, printable spreadsheet. Personal Financial Statement Templateįirst up is my all-in-one, dashboard-style spreadsheet called the personal financial statement template.
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