Professional Documents
Culture Documents
FINAN
Instruction: Please provide your necessary details in the light-blue cells
INCOME/EXPENSES
Monthly Income ₱0.00
Monthly Expenses
Rent ₱0.00
Loan payments ₱0.00
Transportation ₱0.00
Utilities ₱0.00
Insurance ₱0.00
Food ₱0.00
Clothing ₱0.00
Personal Care ₱0.00
Recreation ₱0.00
Others ₱0.00
Total Expenses ₱0.00
ASSESSME
% Expense/income #DIV/0!
Remarks #DIV/0!
Your % Expense/income indicates how much
of your monthly income goes to your
monthly expenses.
ASSETS
Cash Assets
Cash on Hand ₱0.00
Savings/Checking Account ₱0.00
Time Deposit ₱0.00
Receivables ₱0.00
Others ₱0.00
Investments
Private property/ies ₱0.00
Stocks ₱0.00
Bonds ₱0.00
Mutual Fund/s shares ₱0.00
Unit Investment Trust Fund sh ₱0.00
Insurance Account/Cash value ₱0.00
ASSESSMENT
Total ratio #DIV/0!
Remarks #DIV/0!
Your total ratio (total assets/total liabilities) indicates
your overall financial stability. A total ratio of less than 1
indicates that your total liabilities outweigh your total
assets. You should always strive to have a total ratio of
more than 1 to maintain your financial stability.
LIABILITIES
Mortgage loan balance ₱0.00
Car loan balance ₱0.00
Credit card loan balance ₱0.00
Personal loans ₱0.00
INSURANCES
Life insurance in place ₱0.00
Critical illness insurance coverage ₱0.00
RETIREMENT PLANNING
Current age 0
Preferred retirement age 0
Assumed to live until age 0