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    Current Personal Financial Statement

    Uploaded by

    rajiverma
    This document analyzes an individual's income, expenses, assets, and liabilities. It breaks income into earned income from work, passive income from real estate and business investments, and portfolio income from interest, dividends, and royalties. Various metrics are provided to measure how much income is kept after expenses, how income sources are diversified, tax burden, and housing costs as a percentage of income. Assets include cash holdings, investments, real estate, and business value, while liabilities include various loans and debts. Net worth is calculated with and without including consumer items ("doodads") to show wealth from different perspectives.

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    Attribution Non-Commercial (BY-NC)
    Download as XLS, PDF, TXT or read online from Scribd

    Current Personal Financial Statement

    Uploaded by

    rajiverma
    289 views2 pages
    This document analyzes an individual's income, expenses, assets, and liabilities. It breaks income into earned income from work, passive income from real estate and business investments, and portfolio income from interest, dividends, and royalties. Various metrics are provided to measure how much income is kept after expenses, how income sources are diversified, tax burden, and housing costs as a percentage of income. Assets include cash holdings, investments, real estate, and business value, while liabilities include various loans and debts. Net worth is calculated with and without including consumer items ("doodads") to show wealth from different perspectives.

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    Useful SpreadSheet

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    This document analyzes an individual's income, expenses, assets, and liabilities. It breaks income into earned income from work, passive income from real estate and business investments, and portfolio income from interest, dividends, and royalties. Various metrics are provided to measure how much income is kept after expenses, how income sources are diversified, tax burden, and housing costs as a percentage of income. Assets include cash holdings, investments, real estate, and business value, while liabilities include various loans and debts. Net worth is calculated with and without including consumer items ("doodads") to show wealth from different perspectives.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as XLS, PDF, TXT or read online from Scribd
    Download as xls, pdf, or txt
    289 views2 pages

    Current Personal Financial Statement

    Uploaded by

    rajiverma
    This document analyzes an individual's income, expenses, assets, and liabilities. It breaks income into earned income from work, passive income from real estate and business investments, and portfolio income from interest, dividends, and royalties. Various metrics are provided to measure how much income is kept after expenses, how income sources are diversified, tax burden, and housing costs as a percentage of income. Assets include cash holdings, investments, real estate, and business value, while liabilities include various loans and debts. Net worth is calculated with and without including consumer items ("doodads") to show wealth from different perspectives.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as XLS, PDF, TXT or read online from Scribd
    Download as xls, pdf, or txt
    of 2

    Name: Date:

    INCOME ANALYSIS
    A. Earned Income How Much Do You Keep?
    Earned #1 Cash Flow/Total Income #DIV/0!
    Earned #2 ***should be increasing
    Earned Total $-
    B. Passive Income Does Your Money Work For You?
    Real Estate (NET) Passive+Portfolio/Total Inc #DIV/0!
    Business (NET) ***should be increasing
    Passive Total $-
    C. Portfolio Income How Much Do You Pay In Taxes?
    Interest Taxes/Total Income #DIV/0!
    Dividends
    Royalties How Much Goes to Housing?
    Portfolio Total $- Housing Expenses/Income #DIV/0!
    D. TOTAL INCOME $- ***keep under 33 percent

    EXPENSES How Much Do You Spend on Doodads?


    E. Expenses Doodad Total/Banker Assets #DIV/0!
    Taxes (Income) ***keep under 33 percent
    Taxes (Real Estate)
    Home Mortgage (or Rent) What Is Your Return On Assets?
    Utilities Pass+Port/Rich Dad Assets #DIV/0!
    Maintenance ***should be increasing
    Home Insurance
    Food and Clothing How Wealthy Are You?
    Other Expenses Rich Dad Assets/Expenses #DIV/0!
    Tithing ***measured in months
    Credit Card #1
    Credit Card #2
    Car Loan #1
    Car Loan #2
    School Loan #1
    School Loan #2
    E. TOTAL EXPENSES $-
    NET MONTHLY CASH FLOW $-

    ASSETS LIABILITIES
    F. ASSETS J. LIABILITIES
    Bank Accounts Credit Cards
    Stocks Car Loans
    Bonds School Loans
    Receivables Home Mortgage
    Real Estate Personal Loans
    (fair market value less mortgage) Other Debt
    Business Value (NET) J. TOTAL LIABILITIES $-
    F. ASSETS SUBTOTAL $-

    G. DOODADS
    Home
    Car(s)
    Other
    G. DOODADS TOTAL $-

    H. TOTAL ASSETS per Banker $- K. NET WORTH per Banker $-


    (Assets Subtotal + Doodads) (H less J)

    I. TOTAL ASSETS per Rich Dad $- I. NET WORTH per Rich Dad $-
    (Assets Subtotal Only, No Doodads) (I less J)

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