personalbalsheet

Published on March 2020 | Categories: Documents | Downloads: 41 | Comments: 0 | Views: 394
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PERSONAL BALA ASSETS Husband

Wife

Jointly-Held Jointly-Hel d

Total

LIQUID ASSETS

Cash Savings/current account Brokerage account Liquid Assets Sub-Total: POSTIVE CASH ASSETS Fixed deposit Bonds CPF ordinary account CPF special account

CPF medisave account Stocks Mutual funds Private businesses Intellectual property Insurance cash value Rental property (+ve rental yield) Posit Positiv ive e Cash Cash Asset Assets s SubSub-To Tota tal: l: NEGATIVE CASH ASSETS Housing value Car value Club membership Negative Cash Assets ets Sub-Total:

Total Assets

$0.00 $0.00 $0.00

$0.00 $0.00

$0.00

$0.00

$0.00

$0.00

$0.00 $0.00

$0.00 $0.00

$0.00 $0.00

$0.00 $0.00 $0.00

$0.00 $0.00 $0.00

$0.00 $0.00 $0.00

$0.00 $0.00 $0.00 $0.00

$0.00 $0.00 $0.00 $0.00

$0.00

$0. $0.00

$0.00

$0.00

$0.00

$0.00

Husband

Wife

Jointly-Held Jointly-Hel d

Total

LIABILITIES SHORT TERM LIABILTIES

Credit card balance Unpaid bills Ready credit Tax owed Short Short term term Liab Liabil ilit itie ies s SubSub-To Tota tal: l: LONG TERM LIABILITIES Home Mortgage Rental property mortgage Car mortgage

$0.00

$0.00 $0.00

$0.00 $0.00

$0.00 $0.00

$0.00 $0.00

$0.00

Long Term Liabilities sub-total

$0.00

$0.00

$0.00

$0.00

Total Liabilities

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

NET WORTH NET WORTH

CE SHEET COMPANY STOCKS (8-10) STOCK OSIM Powerfplus

NO. SHARES 5,000.00 20,000.00

TOTAL

OTAL COST ARKET VALUE PROFIT/LOSS $4,750.00 $4,000.00

$8,750.00

$6,500.00 $6,000.00

$12,500.00

$1,750.00 $2,000.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

$3,750.00

MUTUAL FUNDS FUND Alliance Saber Trust

NO. UNITS 5,000.00 3,000.00

TOTALCOST ARKET VALUE PROFIT/LOSS $5,000.00 $3,000.00

$6,000.00 $5,000.00

$1,000.00 $2,000.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

37.50%

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