Sheet1

Personal Balance Sheet
BALANCE
Total Cash & Cash Equivalents
Cash Gift $ 1,000,000
Total Cash & BALANCE $ 1,000,000
Liabilities and Equity
Short Term Credit
Credit Card 1 $ -
Credit Card 2 -
Credit Card 3 -
Loans (from friends or family) -
Home Line of Credit (home improvements) -
Other current liabilities -
Total Short-term Credit $ -
Loans & Mortgages
Mortgage, Primary Residence $ -
Mortgage, Rental Property -
Vehicle 1 -
Vehicle 2 -
Recreational Vehicle -
Student Loans -
Business Loans -
401(k) Loan -
Other -
Total Long-term Debt $ -
Total Liabilities & BALANCE $ - $ 1,000,000
Assets & Investments
Retirement Accounts
401(k) $ -
403(b) -
IRA - Roth -
IRA - Traditional -
Mutual Funds
Money Market Account -
Other Investments -
Total Retirement Accounts $ -
Property
Primary Residence -
Rental Property -
Vehicle 1 -
Recreational Vehicle -
Commodity -
Other -
Other -
Total Property $ -
Total Assets & BALANCE $ - $ 1,000,000
Balance Remaining = $ 1,000,000

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