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Financial Statement Template Rich Dad

John and Jennifer Doe's financial statement for Q1 shows a total monthly income of $5,202 and total expenses of $4,082, resulting in a net income of $1,120. Their total assets amount to $369,300, while total liabilities stand at $211,300, leading to a net worth of $158,000 according to the Banker Version. However, using the Rich Dad Version, their net worth is calculated to be -$110,600.

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Adriano cunha
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24 views

Financial Statement Template Rich Dad

John and Jennifer Doe's financial statement for Q1 shows a total monthly income of $5,202 and total expenses of $4,082, resulting in a net income of $1,120. Their total assets amount to $369,300, while total liabilities stand at $211,300, leading to a net worth of $158,000 according to the Banker Version. However, using the Rich Dad Version, their net worth is calculated to be -$110,600.

Uploaded by

Adriano cunha
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Financial Statement Q1_10

John and Jennifer Doe

INCOME Quick Facts:


A. Earned Income
Job & Self Employment $5 167 Income / Expenses
$6 000
B. Passive Income
$4 000
Real Estate (NET) $0
Business (NET) $0 $2 000
B. Passive Income Total $0
$0
D. TOTAL INCOME E. TOTAL EXPENSES
C. Portfolio Income (Monthly) (Monthly)
Interest $25
Dividends $10
C. Portfolio Income Total $35 Investment Gain (less contributions) 2,9%

D. TOTAL INCOME (Monthly) $5 202 FICO Score 745


(Salary + Passive + Portfolio)
EXPENSES
E. Expenses
Payroll Deductions (taxes, health care) $1 040 Net Income (after expenses) $1 120
Housing (mortgage, taxes, insurance, MI) $1 733
Utilities (power,water,phone,net,tv,trash) $367
Transportation (cars + insurance + gas) $533
Investments (401K) $258 Discresionary Expenses:
Education (tuition, loans) $150 Personal Spending Money $600
Credit Card Payments $0 Home Services (gardener, cleaner) $50
Optional memberships (netflix, gym) $65

E. TOTAL EXPENSES (Monthly) $4 082 Profits (what's left over) $405

ASSETS LIABILITIES
Bank Accounts $7 000 Personal $0
Stock $2 000 Credit Cards $500
Bonds $500 Car Loans $8 800
Receivables $200 School Loans $14 000
401K and IRAs (market value) $76 000 Home Mortgage Loan $188 000
Real Estate (Equity) $15 000 Personal Loans $0
Business Value (NET) $0 Other Debt $0
F. ASSETS SUB-TOTAL $100 700 J. TOTAL LIABILITITES $211 300

G. DOODADS
Home (purchase price shown) $250 000
Car(s) $15 600
Other $3 000
G. DOODADS TOTAL $268 600

H. TOTAL ASSETS (Banker Version) $369 300 K. NET WORTH (Banker Version) $158 000
Assets Sub-Total + Doodads (H less J)
I. TOTAL ASSETS (Rich Dad Version) $100 700 L. NET-WORTH (Rich Dad Version) ($110 600)
Assets Sub-Total (I less J)

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