This is a digital product. No physical product will be mailed to you.
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ake 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.
Designed for use in Microsoft Excel and comes with a printable PDF version for convenience.
🧾 What’s Included: ✔️ Editable Excel spreadsheet ✔️ 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:
Simple and Professional Layout
Instant download – use it right away
Helps build good financial habits
Ideal for personal, business, or loan application use
📂 File Format:
Excel (.xlsx)
PDF (.pdf)
💡 Use Cases:
Personal finance tracking
Loan application or financial disclosure
Budget planning
End-of-year financial review
📥 Instant Download: No waiting! Get instant access to your files after purchase. Compatible with Excel 2010+, Google Sheets (Excel version recommended for full functionality), and printable for offline use.
This is a digital product. Nothing physical will ship.
What You Will Receive
You will receive this product as an editable Excel 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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