balance sheet.xlsx
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Balance Sheet
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Assets
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Cash Debt
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Cash1,500Credit Cards Total2,500
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Savings Account2,500Vehicle Loans12,500
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Checking Account900Medical Loans
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Certificate of DepositHome Equity Loan
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Money MarketLarge Expenses Payable
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Net Cash4,900Other Loans
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Other Loans
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Brokerage AccountsNet Cash15,000
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Stocks30,000
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BondsLong Term Debt
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Mutual Funds25,000Mortgage215,000
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ETF's
Rental Real Estate Loans
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Net Brokerage Accounts
55,000Business Loans
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Student Loans9,550
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Retirement AccountsNet Long Term Debt224,550
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401(k), 403 (b), 45730,000
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IRA - Roth5,000Other Debts
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IRA - TraditionalOther Debts1,450
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Profit SharingOther Debts
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Pension15,000Other Debts
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Other AccountsOther Debts
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Net Retirement Accounts
50,000Other Debts
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Other Debts
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Real EstateTotal Other Debt1,450
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Residence250,000
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Vacation HomeTotal Liabilities
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Rental Properties241,000
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Other Properties
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Net Real Estate250,000
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Net Worth
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Other AssetsTotal Assets374,900
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Vehicles15,000Total Liabilities241,000
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Business ValueNet Worth133,900
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Loans to friends/family
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Life Insurance Cash Value
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Gold/Silver Coins
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Other High Value Assets
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Net Other Assets15,000
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Total Assets
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374,900
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