*For items that go on the I&E Statement, amount is annual. Jessica Age 34 Salary $ 60,000.00 Mortgage Payment $ 22,000.00 Money Market Account $ 15,000.00 Mutual Fund $ 1,000.00 House $ 160,000.00 Furniture $ 2,300.00 Mortgage Balance $ 138,000.00 Roth IRA $ 8,500.00 Credit Card Payment $ 600.00 Entertainment $ 1,200.00 Checking Account $ 22,000.00 Car Payment $ 5,100.00 Consulting Income $ 2,000.00 Car Loan Balance $ 4,000.00 Groceries $ 2,400.00 Fuel $ 1,000.00 Car $ 8,000.00 Employer Plan $ 10,000.00 Student Loan Payment $ 6,000.00 Other (Jewelry) $ 500.00 Credit Card Balance $ 1,000.00 Annual Savings $ 2,500.00 Savings Account $ 5,000.00 Past-Due Bill $ 350.00 Student Loan Balance $ 20,000.00 Insurance Payment $ 3,000.00 Utilities $ 2,300.00 G3-Q2 Application Time - Jessica's Balance Sheet December 31 ASSETS Monetary Total Monetary Investment Total Investment Household Retirement Personal Property Total Household Total Retirement Total Personal Property TOTAL ASSETS LIABILITIES & NET WORTH Short-Term Long-Term Total Short-Term Total Long-Term TOTAL LIABILITIES TOTAL NET WORTH