Personal Financial Statement
StatementsLenders often ask for a personal financial statement before approving a loan, since it lays out your assets, debts, and net worth on one page. These 48 templates help individuals, business owners, and loan applicants summarize what they own and owe in a clear format that banks and partners recognize.
The Excel versions total assets and liabilities for you, while the Word and PDF copies suit a printed, signed submission. Enter your accounts, property, and debts honestly, since these statements are often used for credit decisions. Figures should be accurate and current, so update them before each use. Download the version that fits and present your finances with confidence.
Available Templates
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