Whether you’re looking to build a new business or receive a loan to grow your old one, almost all financial institutions will need your personal financial statement. The Financial Statement Template is the perfect tool for you to gather all this information in one professional and organized sheet. Among the many features that this template will include, you’ll be able to write down your personally held assets and liabilities. This will show a significant degree of professionalism to any financial institution and allow you to convey a message of success before you even start talking. Download this template for free to get started!
How to Use the Financial Statement Template
To download the template to your computer, just click the link provided at the bottom of this page.
Enter your name at the top of the sheet where is advises, followed by the current date. After that, the first section of information you’ll list will be your assets. The Financial Statement has given you a list of examples, but you can easily change these to something else. To change an example, click the cell and type a new item.
In the next section, you will list is your liabilities. Again, you can change any of the pre-written examples to items that suit you or your company. For both the Assets and Liabilities sections, the Statement Template will calculate the totals in the last row of each section for you. In addition, the end of the first page gives you a place to write your official signature after printing.
To print the document, simply click the “File” tab at the top of your screen and click “Print” from the drop-down menu.
The second page of the document allows you to list a detailed account of your assets and liabilities as well. Now you can go to any financial institution with confidence, knowing you have everything you need to succeed!
How the Financial Statement Template Helps You
All financial institutions want to see your assets and liabilities. Don’t come to them with a messy wad of papers and folders. This Statement Template has all the information you’ll need on one document. Nothing is better than the feeling of being prepared. Now you can have that peace of mind by using this free template today!
Download: Financial Statement Template
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