家庭理财实用表格（2005年，试用版）第2页共26页编号：时间：2021年x月x日书山有路勤为径，学海无涯苦作舟页码：第2页共26页目录1、家庭财务现状............................................................................................................................31.1、家庭财务状况...........................................................................................................31.2、家庭存款状况...........................................................................................................51.3、家庭贷款状况...........................................................................................................71.4、家庭房产状况...........................................................................................................71.5、家庭财物状况...........................................................................................................81.6、家庭保管箱状况.....................................................................................................101.7、家庭保险状况.........................................................................................................111.8、家庭收支状况.........................................................................................................121.9、家庭投资交易状况.......................................................................................................161.9.1、股票交易状况.....................................................................................................161.9.2、基金交易状况.....................................................................................................171.9.3、债券交易状况.....................................................................................................182、年底分析..................................................................................................................................182.1、个人检查.......................................................................................................................192.2、财务分析.......................................................................................................................212.2.1、收入分析...........................................................................................................212.2.2、支出分析...........................................................................................................212.2.3、投资分析...........................................................................................................222.2.4、风险分析...........................................................................................................222.2.5、总结....................................................................................................................223、五年计划..................................................................................................................................233.1、资产目标.......................................................................................................................233.2、其他目标.......................................................................................................................244、下一年度计划................................................................................................................254.1、下...
