SBA Form 413: How to Fill out the Personal Financial Statement SBA Form 413 is typically required as part of an SBA loan application. The SBA uses this form to evaluate your finances.

These free templates include a "Statements" category with predesigned forms for the Excel program. A "Personal Financial Statement" template contains two fillable forms in an Excel workbook.

Determine your net worth by creating your own cash flow statement and balance sheet. They can help you with budget planning, saving, and setting financial goals.

Personal financial statements help track spending and increase net worth. Two primary types of financial statements are the personal cash flow statement and personal balance sheet.