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    Personal Income Statement: Income and Expense Statement Name: For The Year Ending: Jan - Dec Income ($) % of Total Income

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    Oyedele Ajagbe
    Oyedele Ajagbe's personal income statement for 2017 shows total income of $89,905 and total expenses of $86,902, resulting in net income of $3,003. His assets include $39,181 in liquid assets, $36,655 in investments, and $64,000 in real property and $53,400 in personal property, totaling $769,236 in assets. His liabilities include $41,617 in current liabilities and $141,660 in long-term liabilities, totaling $183,277 in liabilities and resulting in a net worth of $444,299.

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    Personal Income Statement: Income and Expense Statement Name: For The Year Ending: Jan - Dec Income ($) % of Total Income

    Uploaded by

    Oyedele Ajagbe
    43 views4 pages
    Oyedele Ajagbe's personal income statement for 2017 shows total income of $89,905 and total expenses of $86,902, resulting in net income of $3,003. His assets include $39,181 in liquid assets, $36,655 in investments, and $64,000 in real property and $53,400 in personal property, totaling $769,236 in assets. His liabilities include $41,617 in current liabilities and $141,660 in long-term liabilities, totaling $183,277 in liabilities and resulting in a net worth of $444,299.

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    Business 9

    Original Title

    Business 9

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    Oyedele Ajagbe's personal income statement for 2017 shows total income of $89,905 and total expenses of $86,902, resulting in net income of $3,003. His assets include $39,181 in liquid assets, $36,655 in investments, and $64,000 in real property and $53,400 in personal property, totaling $769,236 in assets. His liabilities include $41,617 in current liabilities and $141,660 in long-term liabilities, totaling $183,277 in liabilities and resulting in a net worth of $444,299.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    43 views4 pages

    Personal Income Statement: Income and Expense Statement Name: For The Year Ending: Jan - Dec Income ($) % of Total Income

    Uploaded by

    Oyedele Ajagbe
    Oyedele Ajagbe's personal income statement for 2017 shows total income of $89,905 and total expenses of $86,902, resulting in net income of $3,003. His assets include $39,181 in liquid assets, $36,655 in investments, and $64,000 in real property and $53,400 in personal property, totaling $769,236 in assets. His liabilities include $41,617 in current liabilities and $141,660 in long-term liabilities, totaling $183,277 in liabilities and resulting in a net worth of $444,299.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
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    Personal Income Statement

    Income and Expense Statement

    Name: Oyedele Ajagbe


    For the year ending: December, 2017 Jan - Dec
    INCOME ($) % of Total Income
    Wages and salaries Salary 1 64,000 71.1862521551
    Salary 2 7,000 7.7859963295
    Freelance/Consulting fees 5,000 5.5614259496
    Overtime Overtime pay 3,000 3.3368555698
    Travel & Lunch Claims Travel & Lunch Claims 1,850 2.0577276014
    Investment income Interest received 230 0.2558255937
    Dividends received 350 0.3892998165
    Rents received 6,000 6.6737111395
    Sale of securities 1,500 1.6684277849
    Other investments 350 0.3892998165
    Other Income Other (1) 125 0.1390356487
    Other (2) 500 0.556142595
    TOTAL INCOME 89905 100
    EXPENSES % of Total Expense
    Housing Mortgage payment 21,050 24.2226876251
    Repairs, maint., improvements 630 0.7249545465
    Utilities Gas, Power, Water 3,120 3.5902510874
    Phone 540 0.6213896113
    Cable TV 660 0.7594761916
    Food Groceries 3,600 0.0310694806
    Dining out 240 0.2761731606
    Transportation Auto loan payments 2,880 0.0333709236
    License plates, fees, etc. 83 0.0009550988
    Gas, oil, repairs, tires, maintenance 3,010 3.4636717222
    Medical Medication, vitamins & Supplements 1,200 1.3808658029
    Dentist 125 0.1438401878
    Clothing Clothes, shoes, and accessories 3,600 0.0414259741
    Insurance Homeowner's 120 0.1380865803
    Life 240 0.0027617316
    Auto 3,024 3.4797818232
    Taxes Income 12,050 13.8661941037
    Property 2,520 2.899818186
    Appliances & Furnace Loan payments 720 0.8285194817
    Purchases and repairs 1,700 1.956226554
    Personal care Laundry, cosmetics, hair care 3,600 4.1425974086
    Recreation & entertainment Vacations 4,000 0.0460288601
    Recreation & entertainment 1,560 1.7951255437
    Other Loans Other loans 2,200 0.0253158731
    Other items Charitable contributions 3,180 3.6592943776
    Gifts 120 0.1380865803
    Education loans 2,800 3.2220202067
    Subscriptions, magazines, books 230 0.2646659455
    Aged parent Allowance 2,400 2.7617316057
    Tuition for siblings 4,800 5.5234632114
    Leisure Leisure 900 1.0356493521
    TOTAL EXPENSES 86902 100
    Personal Income Statement

    NET INCOME 3003 3.3401924253


    PERSONAL BALANCE SHEET

    Jan - Dec.
    ASSETS ($) % in Total LIABILITIES
    Current Asset Current Liabilities:
    Cash on hand 750 1.9141931038 Utilities
    In checking 2,470 6.3040759552 Food
    Savings accounts 9,086 23.1898113882 Insurance premiums
    Money market funds 8,475 21.6303820729 Taxes
    Deposits 1,600 4.0836119548 Medical/Dental bills
    Other (1) 4,800 12.2508358643 Repair bills
    Other (2) 12,000 30.6270896608 Bank credit card balances
    Transportation
    Total Liquid Assets 39181 100 Clothing
    Insurance
    Investments: Bank line of credit
    Stocks (1) 1,500 4.0922111581 Other current liabilities
    Stocks (2) 350 0.9548492702
    Bonds (1) 125 0.3410175965 Total Current Liabilities
    Bonds (2) 500 1.364070386
    Mutual funds (1) 350 0.9548492702 Long-term Liabilities
    Mutual funds (2) 230 0.6274723776 Mortgage payment
    Real estate 6,000 16.3688446324 Property tax
    Other Fund 17,000 46.3783931251 Real estate investments
    Other (1) 5,000 13.6407038603 Auto loans
    Other (2) 2,500 6.8203519302 Appliance/furniture loans
    Other (3) 3,100 8.4572363934 Home improvement loans
    Total Investment 36655 100 Edocation loan
    Fixed Asset Tuition for siblings
    Real Property: Other
    Primary Residence 360,000 56.25
    Second home 260,000 40.625 Total Long-term liabilities
    Other 20,000 3.125
    Total Real Property 640000 100 Total Liabilities

    Personal Property: Net Worth


    Autos (1) 15,000 28.0898876404
    Autos (2) 10,000 18.7265917603
    Recreational vehicles 7,000 13.1086142322
    Household furnishings 2,300 4.3071161049
    Artwork 10,000 18.7265917603
    Other (1) 5,500 10.2996254682
    Other (2) 3,600 6.7415730337
    Total Personal Property 53400 100
    Total Assets 769236
    Jan - Dec.
    ($) % in Total

    3,120 7.4969363481
    3,840 9.2269985823
    120 0.2883437057
    12,050 28.9545137804
    1,200 2.883437057
    630 1.5138044549
    2,200 5.2863012711
    5,973 14.3523079511
    3,600 8.6503111709
    3,384 8.1312925007
    2,200 5.2863012711
    3,300 7.9294519067

    41,617 100

    1,950 1.3765353664
    2,580 1.821262177
    120,000 84.7098686997
    2,880 2.0330368488
    2,420 1.7083156854
    630 0.4447268107
    2,800 1.976563603
    4,800 0.0338839475
    3,600 2.541296061

    141,660 100

    324,937

    444299

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