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Financial Statement-Assorted Legal Forms
Some info on writing a financial statement
In modern world if you want to live a luxurious life you will have to work too hard. And not just that, you will also have to keep a close eye on your finances. You can hire an accountant for this or can also do it on your own. It will not be too hard for you to browse through the internet and find some details about this. There are several blogs and forums that teach you all about finances. You obviously do not need to understand it in depth. All you need are the basic concepts that can help keep your finances in check.
The first step of managing finances is to create a financial statement. This will be a record of the inflow and outflow of money during entire financial year. It can help you understand your expenses better. If you want luxury in your life, you should either increase your income or reduce your expenses. In order to do either of these things you first need to know that where the money is coming from and where it is going. Doing this is very simple if you have a job and that is the only source of income. Your salary would come directly in your account and you can take it out as you need. Thus, your bank account statement will give you all the details of your finances. However if you run business or have multiple sources of income, you will have to put in more time and effort.
Where to download Financial Statement-Assorted Legal Forms Template?










Sample Template Preview
Borrower
Name: _________________________
Current Mailing Address:__________
_______________________________
City:_____________________
State:____________________
Zip:______________________Telephone Day:___________________
Telephone Evening:________________Social Security Number:____-___-____
# of Dependants:___
Ages of Dependants:___ ___ ___ ___
Are you currently employed? _________
Length of Employment (months): ___
Gross income: $_________
Paycheck deductions:
Medical Insurance: $________Life Insurance: $________
Retirement: $_______
Profit Sharing: $________
Other Deductions: $________
Explain:______________
____________________What is your pay cycle?____________
Monthly Net income? _____________
Do you receive a monthly bonus? _____
Amount: $________Co-Borrower
Name: ___________________________
Current Mailing Address:____________
_________________________________
City:_______________________
State:______________________
Zip:_______________________Telephone Day:____________________
Telephone Evening:_________________Social Security Number:____-___-____
# of Dependants:___
Ages of Dependants:___ ___ ___ ___
Are you currently employed? _________
Length of Employment (months): ___
Gross income: $_________
Paycheck deductions:
Medical Insurance: $________Life Insurance: $________
Retirement: $_______
Profit Sharing: $________
Other Deductions: $________
Explain:______________
____________________What is your pay cycle?____________
Monthly Net income? _____________
Do you receive a monthly bonus? _____
Amount: $________Do you receive overtime/commission?__
Amount$______Is this amount earned:
Are you self employed? ______ If yes, date of last employment _______
Former Gross monthly Income: $____
Total Severance Package Value:
$________Monthly Unemployment Pay:
$________Do you receive Child Support? ___
Total monthly Payments?
$___________
expiration date_________Do you receive alimony? ___
Total monthly Payments?
$__________
expiration date:________Other Income:
Source:______For which year did you last file a tax return?______
Gross Income: $__________
Interest Income $_________
Dividend Income: $_______If you did not file a tax return last year explain why? _____________________
_________________________________Total Checking Balance: $___________
Name and address of financial Institution:
Do you receive overtime/commission?__
Amount$______Is this amount earned:
Are you self employed? ______ If yes, date of last employment _______
Former Gross monthly Income: $____
Total Severance Package Value:
$________Monthly Unemployment Pay:
$________Do you receive Child Support? ___
Total monthly Payments?
$___________
expiration date_________Do you receive alimony? ___
Total monthly Payments?
$__________
expiration date:________Other Income:
Source:______For which year did you last file a tax return?______
Gross Income: $__________
Interest Income $_________
Dividend Income: $_______If you did not file a tax return last year explain why? _____________________
_________________________________Total Checking Balance: $___________
Name and address of financial Institution:
Account Number:__________________Total Savings Balance: $___________
Name and address of financial Institution:
Account Number: __________________
Company Retirement Account:
$_______________Total 401k/IRA: $____________
Total Investments:
Stocks: $__________
Bonds: $__________
Other Securities: $_______
Other: $_________Total other assets:
Cash value of Life Insurance?
$___________
Notes Payable to you?
$___________
Personal Property: $ ________
Vehicles: $ ____________
Others: $ ___________How many properties do you own? ____
For each property (attach a separate sheet for more that one)Current Value: $_____________
Monthly Rental: $____________
Debt on Property: $___________
Is the debt past due:________
Monthly homeowners dues: $___Account Number:__________________
Total Savings Balance: $___________
Name and address of financial Institution:
Account Number: __________________
Company Retirement Account:
$_______________Total 401k/IRA: $____________
Total Investments:
Stocks: $__________
Bonds: $__________
Other Securities: $_______
Other: $_________Total other assets:
Cash value of Life Insurance?
$___________
Notes Payable to you?
$___________
Personal Property: $ ________
Vehicles: $ ____________
Others: $ ___________How many properties do you own? ____
For each property (attach a separate sheet for more that one)Current Value: $_____________
Monthly Rental: $____________
Debt on Property: $___________
Is the debt past due:________
Monthly homeowners dues: $___
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