Personal finance statement

A personal financial statement is a document or spreadsheet outlining an individual’s financial position at a given point in time. A personal financial statement is a key document when applying for a business loan.

Many financial institutions will require information about your personal financial data. This spreadsheet will help you prepare a personal financial statement.

The following sample personal financial statement will help you get started. See FindLaw’s Debt Relief and What is Bankruptcy? sections for more resources.

A personal financial statement is a document or set of documents that outline an individual’s financial position at a given point in time.

Create and customize your Personal Financial Statement form in minutes with our step-by-step questionnaire. Available in all states to print or download. Download a Personal Financial Statement Template for Excel. Includes a Personal Balance Sheet and Cash Flow Statement.