Personal Financial Statement
Simplify financial statement paperwork by keeping all of your personal information on this Excel model, and updating it as needed. Prints a professional-looking report; handles dozens of properties, accounts, and assets.
English
Supported Technologies
Macintosh,
Windows 95/98/ME,
Windows XP/2000/NT
Software
Click on a technology to view similar products within this category.
Pricing
Users (# of seats)
79
sales@realdata.com
203-838-2670
Available directly from RealData or an approved reseller.
Additional Product Information
Need to obtain financing? Then you need a Personal Financial Statement.
You need a personal financial statement with virtually every loan application,
and many commercial lenders demand that you submit an updated statement each
year. Ours will provide plenty of information, and will probably look better
and more professional than the bank's own form. Enter your personal information,
then just update whatever has changed and reprint it as needed. You can enter
all of your assets and liabilities easily, including multiple properties owned
and multiple partnerships. Keep the information in the file, and when you need
to submit another, all you'll have to do is update whatever has changed. Click
one button, and the program will automatically format and print your presentation.
You can prepare a presentation for one or two individuals; program switches
between these 2 modes with a single mouse click.