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- Description
HSM 260 Week 2 Personal Balance Statement
Read the background information provided in Appendix B.
Complete the personal balance statement template provided in Appendix C based on your understanding of the information in Appendix B.
Post your Appendix C as a Microsoft® Excel attachment.
| ASSOCIATE LEVEL MATERIAL: APPENDIX C | ||
| INDIVIDUAL | ||
| STATEMENT OF EARNINGS | ||
| 2015 | ||
| Revenue | ||
| Wages | ||
| Interest | ||
| Total Revenue | ||
| Expenses | ||
| Rent or Mortgage | ||
| Utilities | ||
| Fuel | ||
| Phone | ||
| Food | ||
| Other | ||
| Total Expenses | ||
| Excess revenues of expenses | ||
| BALANCE SHEET | ||
| ASSETS | ||
| Current assets | ||
| Cash | ||
| Investments | ||
| Prepaid rent and deposits | ||
| Total Current Assets | ||
| Property and equipment, net | ||
| House (if owned) | ||
| Furniture | ||
| Auto (if owned) | ||
| Total property and equipment | ||
| TOTAL ASSETS | ||
| LIABILITIES AND NET ASSETS | ||
| LIABILITIES | ||
| Current liabilities | ||
| Credit Card Balance | ||
| Total current liabilities | ||
| School Loan | ||
| House Loan | ||
| Car Loan | ||
| Total liabilities | ||
| NET ASSETS | ||
| Equity | ||
| TOTAL LIABILITIES AND NET ASSETS | ||