Personal Bal Sheet
Personal Bal Sheet
Personal Bal Sheet
ASSETS
Husband Wife JointlyHeld Total
LIQUID ASSETS
Cash $0.00
Savings/current account
Brokerage account $0.00 $0.00
Liquid Assets Sub-Total: $0.00 $0.00 $0.00 $0.00
POSTIVE CASH ASSETS
Fixed deposit $0.00 $0.00 $0.00
Bonds $0.00 $0.00 $0.00
CPF ordinary account
CPF special account
CPF medisave account
Stocks
Mutual funds
Private businesses
Intellectual property
Insurance cash value
Rental property (+ve rental yield) $0.00 $0.00 $0.00
Positive Cash Assets Sub-Total: $0.00 $0.00 $0.00 $0.00
NEGATIVE CASH ASSETS
Housing value $0.00 $0.00
Car value $0.00 $0.00
Club membership $0.00 $0.00
Negative Cash Assets Sub-Total: $0.00 $0.00 $0.00 $0.00
LIABILITIES
SHORT TERM LIABILTIES Husband Wife JointlyHeld Total
Credit card balance $0.00
Unpaid bills
Ready credit
Tax owed
Short term Liabilities Sub-Total: $0.00 $0.00 $0.00 $0.00
LONG TERM LIABILITIES
Home Mortgage $0.00
Rental property mortgage
Car mortgage
Long Term Liabilities sub-total $0.00 $0.00 $0.00 $0.00
NET WORTH
NET WORTH $0.00 $0.00 $0.00 $0.00
ALANCE SHEET
COMPANY STOCKS (810)
MUTUAL FUNDS
FUND NO. UNITS TOTALCOSTMARKET VALUE PROFIT/LOSS
Alliance 5,000.00 $5,000.00 $6,000.00 $1,000.00
Saber Trust 3,000.00 $3,000.00 $5,000.00 $2,000.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
TOTAL $8,000.00 $11,000.00 $3,000.00
RETURN%
36.84%
50.00%
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
42.86%
RETURN%
20.00%
66.67%
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
37.50%