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Professional Personal Balance Sheet Template

Use this free template with Google Sheets and Microsoft Excel

4.25 (1 reviews)
Last updated Updated May 16, 2026
Created by Natalia Prokhorenko
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Template Specification

Format Google Sheets, Excel
Created January 28, 2025
Last Updated May 16, 2026
Community Added to collections by 29 Users
Usage Stats 85 downloads this month

Key Features of This Template

Suitable For Personal
Style Professional

About this template

Our Professional Personal Balance Sheet Template is the easiest way to properly assess your current, long-term, and total assets. You can get a copy of this spreadsheet template in Google Sheets or download it in Excel format.

The Most Comprehensive Tool You Will Ever Need

This template thoroughly describes the different categories of your assets. You can also add your own, remove unnecessary ones, and customize the design. This sample is 100% editable and printable, so use it in any convenient format.

The unique Google Sheets finance template includes but is not limited to the following categories:

  • Current assets (cash, savings and checking accounts, short-term investments, prepaid expenses, etc).
  • Long-term assets (real estate, vehicles, jewelry, retirement accounts, intangible assets, and much more).
  • Liabilities (short and long-term liabilities).

The total net worth will be automatically calculated in the last line of the table. Use the best spreadsheet templates from Excel to Google Sheets!

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How to Use and Edit This Template

Get Your Document
1

Get Your Document

Click the "Edit Template" button to create your own editable copy in Google Sheets or download for Microsoft Excel
Customize Everything
2

Customize Everything

Easily change colors, fonts, and layouts to match your unique style or brand identity
Add Your Content
3

Add Your Content

Fill in your data, upload images, and replace the placeholder text with your own information
Print, Export, or Share
4

Print, Export, or Share

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