Personal financial statement software

The Personal Financial Statement v7 takes care of all calculations and enables you to confidently go into the lending institution with an accurately calculated net worth and statement of financial condition. Please visit the Personal Financial Statement website to purchase this software. There is also a section that allows for a download of a "Free Trial", so you can try before you buy. I am just smitten with the simplistic functioning of the software.

Churning out my personal financial statement is a matter of just a few minutes. It simply requires entering the purchased license and verification code. With the "Licensed" version you can can take advantage of all of the features in the Personal Financial Statement. Upon purchasing the "Licensed" package a key and verification code will be provided immediately.

Input financial data effortlessly with the step-by-step process or utilize the direct link process. Backup feature. Enables you to backup your financial data to a USB drive, disc, or other backup media.

Overview page allows you to view a snap-shot of your net worth, income, expenses, liabilities, and schedule totals. Clicking on the totals will take you directly to that particular schedule to add, edit, or delete financial information. Confidently provide your lender with an accurately calculated and professional financial statement.

I thought I would take a moment to let you know of my recent experience using your Personal Financial Statement software. First of all, I have been self employed for 28 years and have an MBA. I consider myself fairly computer literate and am quite proficient in many software programs incuding Excel and Quick Books Pro. My wife and I recently applied for a loan to purchase a piece of property. The bank, of course as part of the loan process, needed a personal financial statement from us.

Since the financial statement was outdated I really did not wish to spend that much, or more, again for the accountant to prepare another one. So, I spent some time researching recent computer software that we could use to prepare our own personal financial statement.

I was quite discouraged after reviewing several software packages. They were expensive, cumbersome, difficult to follow and were not written in a language the average person could follow very easily.

Then, I found your website and read about your Personal Financial Statement software. After reviewing the information and trying your free trial version, I was sold.

We could not be happier with the results after using your program. I found it to be cost effective and very efficient with easy to follow instructions. I had anticipated an 8 to 10 hour ordeal, but I completed our personal financial statement in under two hours. Once we had printed it off we had a very professional looking financial statement. Thank you for a great program and we look forward to purchasing additional software from you.

Pros: The user interface is expertly done and very user friendly. This makes the software easy to use for people that are computer novice and also those not familiar with financial statements. Very pleasing to the eyes too! Summary: I do commend the author on this software. He makes a difficult task very easy. Financial statements drafted by a certified accountant can and will cost several hundred dollars. This cost could be annually if the banks request them on a annual basis as they usually do.

So one of the great features of this software is that you can edit a prior financial statement and easy go the the areas that need to be updating without going through the entire process. As I mentioned above, the user interface is very intuitive. Each window asks for specific information, so it doesn't overload your brain with facts and figures and scare you off. It also asks in a manner that is very easy to understand even for those that have no financial background.

Just fill in the field boxes and go to the next. You can do your financial statement in a matter of minutes if you have all your information available, and for those who don't know what information they need, not to worry.

The software will tell you. You can also create different scenarios as a form of forecasting by using the edit feature. This is a great feature! Basically gives you an idea what you need to do to get you where you want to be.

The reports are easy to follow and very professional looking and print out with ease. I was looking for this type of software and tried many that are out there to use for Net-Worth Statements for our divorce clients. This is SO much easier to use than any others I've tried and much faster because of the user interface.

I am amazed at the cost of this software, it is well below others that are similar. The customer service and tech support are fantastic and answer your email practically immediately. I just needed a little guidance installing it on my system but quickly fixed it. I would be very interested to see what other software this maker has available, and won't hesitate to try any of them. Pros: 1. Step by step process makes it easy to calculate net worth.

The edit function allows me to update my statement within minutes. The "save to pdf" function allows me to save to an electronic format, in order to email my financial statement. Cons: 1. It is not necessarily a con, but I would like to see multiple formats of the financial statement print out. Summary: My banker requires an updated financial statement every quarter, so I had been looking for a software that would allow me to update my Financial Statement for years.

A friend told me about the Financial Statement Software v7, and I love it. The Personal Financial Statement v7 takes care of all calculations and enables you to confidently go into the lending institution with an accurately calculated net worth and statement of financial condition. Cart Contents Checkout My Account. Top » Catalog » Software ». Add to Cart Reviews. Customers who bought this product also purchased.

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