Household Balance Sheet Template - Live with Ebook
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To use this template you need to download it. INSTRUCTIONS: click on FILE, DOWNLOAD AS, and choose EXCEL.
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Smith Family Balance Sheet-- the fictitious data in this template is for illustrative purposes only --
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3/31/20116/30/20119/30/201112/31/20113/31/2012
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Assets
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AnyBank Super Saver Checking2,5501,950
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AnyBank Savings Account17,80017,050
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My Credit Union Savings Account1,500
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Total Cash21,85019,000000
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Merrill Lynch 401k35,50036,100
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Fidelity Rollover Account20,15020,200
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Fidelity Roth Account - John15,75015,800
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Fidelity Roth Account - Jane15,75015,800
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Total Retirement Savings Plans87,15087,900000
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Vanguard 529 Account - Ricky3,1503,280
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Vanguard 529 Account - Bobby1,0801,155
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Total Education Savings Accounts4,2304,435000
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TDAmeritrade Mutual Funds9,9509,800
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T Rowe Price Mutual Funds4,4754,125
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Total Taxable Investment Accounts14,42513,925000
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House270,500271,000
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2009 Honda Civic7,5007,000
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2010 Toyota Corolla8,5008,000
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Total Other Assets286,500286,000000
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Total Assets392,305392,260000
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Liabilities
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Home Mortgage GMAC Home Finance255,800255,300
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Chase Bank - Honda Loan3,0002,800
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Wells Fargo Bank - Toyota Loan3,5003,200
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Misc Loan ABC45,33344,888
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Credit Card #16,2505,980
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Credit Card #2450725
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Credit Card #34,0003,456
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Total Liabilities318,333316,349000
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Net Worth73,97275,911000
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Percent Change from Prior Period2.62%-100.00%#DIV/0!#DIV/0!
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