This is a digital product. No physical product will be mailed to you.
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Take control of your finances with this easy-to-use Personal Financial Statement Template — the perfect tool to calculate your net worth, track your assets and liabilities, and stay on top of your monthly budget. Whether you're planning for a big purchase, applying for a loan, or just want a clear financial picture, this template has you covered.
Whether you’re planning for a big purchase, applying for a loan, or just want to understand your finances better, this Google Sheets template makes it simple and efficient.
🧾 What’s Included: ✔️ Google Sheets version (via link) ✔️ Printable PDF version ✔️ Sections for Assets, Liabilities, Net Worth ✔️ Monthly Income & Expense Tracker ✔️ Automatic net worth calculation ✔️ Easy-to-follow layout — perfect for beginners
🔍 Why You’ll Love It:
Designed for Google Sheets – no Excel required
Simple and Professional Layout
Instantly accessible and editable from any device
Helps build long-term money habits with clear visual structure
Ideal for personal, business, or loan application use
📂 File Format:
Google Sheets (instant access via link)
PDF (for printing or offline review)
💡 Use Cases:
Track your personal finances
Submit with loan or mortgage applications
Monitor your monthly cash flow
Organize financial data for end-of-year review
📥 Instant Download: No waiting! Get your Google Sheets template instantly and start managing your money smarter today. Compatible with free Google accounts.
This is a digital product. Nothing physical will ship.
What You Will Receive
You will receive this product as an editable Google Sheets file and as a blank PDF.
Accessing Your File
After your purchased has been confirmed, you will receive an email with your files to be downloaded. This email will arrive within 5 minutes.
If you have not received your file after 10 minutes, make sure to check your junk email.
Terms of Use
It is prohibited to resell, share, reproduce this product or distribute this product, either in part or in full, with or without modifications.
The contents are for information only, not financial, legal, or accounting advice. I am not responsible for any harm, damages, loss, claims, costs, or other issues from using the document.
Returns
Due to the nature of digital products, all sales are final. Once a purchase is completed and the product is delivered, we are unable to offer returns, exchanges, or refunds. By completing your purchase, you acknowledge and agree to this policy.
However, if you are unsatisfied with your product, please reach out.
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