Financial Statement Forms are also called financial reports. They act as the official document declaring the current financial situation of a person or a business. They do this by spelling out business activities, cash flows, income, statement of equity changes, etc. Naturally, the form for recording your personal financial statement will be different from that of a business.
You will likely be asked to fill out a personal financial statement form when applying for credit or for loans. Take a look through this list of free financial statement forms to give you a better idea of how to prepare one with all the details in place.
Personal Financial Statement Form
Personal Financial Statement Example
Personal Financial Statement Template Excel
Blank Personal Financial Statement
Printable Personal Financial Statement Form
Why Do I Need a Personal Financial Statement?
Even if you are not thinking of applying for credit, a lease, or a loan any time soon, creating a personal financial statement can be immensely helpful in keeping track of your finances.
- It will help you plan for the future, whether you are already years into your business or you have just decided to become financially independent.
- It will help you figure out the full picture of your assets and liabilities.
- It will cover all your legal bases and prepare you for when you decide to apply for leases, credits, or loans.
- It will give you a sense of clarity, organization, and control over your financial situation.
If it is important for companies to keep Business Financial Statement Forms, it is even more so at the individual level. There will be a personal financial statement form for single people, and a different form for married people, as varying details may apply.
Check out any of these Sample Financial Forms available to download for free as PDF, Word documents, or Excel files. Any choice will contain all the necessary details and legal information, and with the right software you can easily modify them to help yourself.
General Personal Financial Statement
Verified Personal Financial Statement
Commercial-Personal Financial Statement
Confidential Personal Financial Statement
How Do I Draft a Personal Financial Statement?
These statements are meant to help you record and organize important financial information either for yourself (for budget planning) or to present to someone else (to apply for credit, leases, loans, or when starting a business).
If you are stuck at the drafting stage, any of these Sample Statement Forms will be strong places to start. Whichever form you pick, you should be good to go for most general purposes.
You must also understand the very basic elements that all personal financial statements must cover:
- Personal information. Full legal name, address, and contact information.
- Balance sheet and cash flow statement. This is where you list your cash inflows and outflows, your assets and liabilities, etc.
These free samples will show you how to lay out these details clearly.
Some personal financial statements may also include a space for your notes, which is used as an appendix providing details about the mentioned assets and liabilities.
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