8 personal finance ratios that everyone should know

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Just like how we can use financial ratios to analyse companies before investing in stocks, we can also use specific ratios to do a pulse check on our finances. Here are eight important personal finance ratios that everyone should know about to identify potential financial pitfalls and help us make smarter financial decisions for the long term. Net investment assets...

Cash or cash equivalents / monthly expensesDetermines how much of an individual’s net worth is in the form of cash or cash equivalentsCalculates the amount of income a person sets aside as savingsAssesses whether a person’s debt level is highAnother method to find out about potential longer-term solvency issuesCalculates the amount of net income that is used to make regular debt repaymentsNon-mortgage debt servicing ratioTotal monthly non-mortgage debt repayments / monthly take-home...

The general guideline is three to six months of expenses should be in cash or near-cash to cover any emergency needs.It may not be easy to convert one's assets into cash in an emergency situation, so it's essential to have some of the assets in liquid form. The liquid assets to net worth ratio determine how much of an individual's net worth is in the form of cash or cash equivalents.Here's how to calculate the liquid assets to net worth ratio:Generally, a minimum ratio of 15 per cent is safe.The savings ratio calculates the amount of income a person sets aside as savings, which could be used to fulfil financial goals.Gross income is what we receive before the mandatory CPF contribution.

In terms of savings, 20 per cent is healthy according to the 50-30-20 rule that you can follow as a general guideline:PHOTO: GiphySolvency refers to the ability to pay one's debt as they come due.Debt to asset ratio=total liabilities / total assets In general, any figure of 50 per cent or less means that there are enough assets to cover the liabilities.Another method to discover potential longer-term solvency issues is to use the solvency ratio.The math behind the solvency ratio is:The higher the ratio, the better it is , as this means that the person has a robust financial position.The debt servicing ratio calculates the amount of net income that is used to make regular debt repayments.

 

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