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Personal Financial Statements

At times an individual is asked to provide a personal financial statement.  This statement can be a requirement for an individual to secure funding or possibly to comply with debt covenants along with a myriad of other situations.

A financial statement can be prepared for either a business or individual. Either way, it shows the financial health of the entity named in the statement. An individual’s financial statement is referred to as a personal financial statement and it is a simpler version of the corporate statement.

The personal financial statement is broken down into assets and liabilities. Assets, detailed on the right of the statement, would include the value of securities and funds held in checking or savings accounts, retirement account balances, trading accounts and real estate. Liabilities are listed on the left and cover the individual’s personal loans, such as credit card balances, unpaid taxes and mortgages. A married couple may create a joint personal financial statement that shows all the assets owned and the debt incurred.

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