The Interactive Software Solutions development team researched lending institutions information requirements for financial statements and utilized that knowledge to develop the most complete financial statement software available. The Personal Financial Statement v7 application enables you to calculate your net worth and statement of financial condition quickly and easily. The end result is a contemporary print out of your financial statement (statement of financial condition) that is accepted by the majority of lending institutions.
Investments, real estate, and other assets are changing value more rapidly than any other time in history. With this volatile economy it is imperative that you maintain your net worth and statement of financial condition on a regular basis. In the past this required a statement of financial condition provided by the bank, pen (pencil for the first draft as it's hard to erase pen), calculator, and hours of frustration. The Personal Financial Statement v7 has made this arduous task SIMPLE!
A financial statement is the roadmap for securing and building your financial future. The Personal Financial Statement v7 will enable you to generate and maintain a personal or joint statement of financial condition quickly and easily. No more frustration with errors in calculation and figuring out which asset or liability belongs to which schedule. 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.
The FREE Trial is available to anyone that wants to calculate their net worth. You can take advantage of all of the features in the Personal Financial Statement, except the "Print" functions and "Save to PDF" function.
You can calculate your NET WORTH with confidence in the fact that the Personal Financial Statement TRIAL version can be upgraded to the LICENSED version with no loss of data. 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. There is no waiting when it comes to taking advantage of the FULL functionality of the Personal Financial Statement.
Input financial data effortlessly with the step-by-step process or utilize the direct link process.
Print a professionally formatted Personal Financial Statement.
Personal Financial Statement prints out in the format lending institutions require.
Save a Personal Financial Statement to PDF to be archived or emailed.
Secure login feature. Enhances security and keeps personal financial information protected.
Encrypted database. Protects your data from being hacked and used maliciously.
Backup feature. Enables you to backup your financial data to a USB drive, disc, or other backup media.
Restore feature. Enables you to restore your financial data from a previous backup.
FREE version updates.
Supports personal or joint financial statement's.
Calculates net worth automatically and accurately.
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.
Create as many Personal Financial Statements as needed, without limitations.
Unlimited asset, liability, income, and expense entries.
Eliminates the need for cumbersome, hard to use, and unprofessional Excel or Word templates.
SAVE hundreds of dollars by preparing your own financial statement.
Confidently provide your lender with an accurately calculated and professional financial statement.
Excellent technical support.
Windows®10 Pro (32-bit or 64-bit)
Windows® 10 (32-bit or 64-bit)
Windows® 8 (32-bit or 64-bit)
Windows® 7 (32-bit or 64-bit)
Windows® Vista (32-bit or 64-bit)
Windows® Server 2003
Windows® XP (32-bit or 64-bit)
Windows® Server 2000
Pentium or Faster
20Mb (More RAM is Optimum)
Free Hard Disk Space
Super VGA (800 X 600) or higher with 256 colors.
David R. Murray,
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.
An unaudited financial statement we had used a few years ago in our business had been prepared by our accountant at a cost of about $500. 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.
President, Murray Enterprises, Inc.
"The BEST Financial Software on the market today!"
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!
Cons: NONE! What can I say, this application is what I have been looking for a long time!
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. EXCELLENT!
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.
Keep up the great work!
"Straight forward easy to use software"
1. Step by step process makes it easy to calculate net worth.
2. The edit function allows me to update my statement within minutes.
3. 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.
First of all, the Step by Step process makes it easy to calculate net worth. My favorite function is the edit function, which allows me to update my statement within minutes. After having to hand write a financial statement every quarter for the past 10 years, you have no idea how much this function and this software saves me in time.
I also like the "save to pdf" function which allows me to save my financial statement to an electronic format, allowing me to email my financial statement to my banker, thus saving me a trip to the bank.
I noticed CNet mentioned that it lacks in the area of automatically connecting to websites to update your bank accounts, assets, liabilities, etc... I consider that a positive, because with all of today's identity theft issues, I will not use any "free" website or software that connects to all of my financial institutions. Call me old fashioned, but I do not want to use a website or any other product that has open access to all of my information.
The Financial Statement software is exactly what I needed. A stand alone software that calculates Net Worth and prints a Personal Financial Statement, without any of the security issues that other websites or software packages have.
"Software saved me an incredible amount of time!!!"
Pros: Calculating all of my figures was extremely easy using this software!
Cons: I have no complaints! Super Great software!!
Summary: I will highly recommend the Personal Financial Statement Software to all of my family and friends!
"Just what I have been looking for!"
Pros: I can easily update my financial statement, and my net worth calculations are right every time.
Cons: None that I can think of at this point in time.
Summary: My banker has been requesting a financial statement every quarter. I was spending too much time filling out the bank's standard statement by hand. Luckily a friend recommended the Financial Statement software to me. Now updating my net worth and getting a financial statement to my banker takes me no time at all. This software has completely taken the hassle out of updating my Financial Statement. Now I do not dread the calls from my banker
"A Life Saver"
Pros: Very very easy to use and fast to make changes. I have been using this software for a couple of years and it has saved me many hours of pencil pushing. Thank you personal financial software for making my life easy.
Cons: have not found one yet. it truly is a well thought program.
Summary: Bottom line is if you ever have to come up with personal financial and you don't have this program have fun doing so.
Owner, Dreamscapes Landscaping
"Very useful tool. I'm finding more uses for it weekly"
Pros: Security!!! I don't have to worry about it being tied to my financial institutions. I'm able to input all my info and know it's safe and do it quickly. This has saved me hours of time.
Cons: None - it's just what I need to have a picture of my financial outlook in one place.
Summary: Bottom line it's quick, simple, and accurate!
CEO, Spelce Inc.
"The software saved me a ton of time"
Pros: Easy to use and very fast and didn't have all the junk like other software programs that I've looked at. Clean and simple to get your net worth.
Cons: Was not a con that I could not at this time.
Summary: Calculating my net worth was easy, fast and simple.
"Fantastic! Love this software!"
Pros: The functionality of the product is simple and clearly understandable. It makes financial statements a breeze to deal with!
Cons: I have yet to find any!
"Saves a ton of time"
Pros: Extremely user friendly and I love that I can make a pdf file.
Cons: I don't have any complaints.
Summary: I don't have a set income every month since I'm in the Entertainment Industry. This software helps me keep track of everything coming in and going out and takes very little time for me to do so!
"This software has made things a lot easier for me."
Pros: Money savings and User friendly interface.
Cons: Did not experience any, but as with anything and everything, there is scope of improvement.
Summary: I had been looking for such a solution for a long time. Personal Financial Statement Software 2010 has made things a lot easier for me. Now I don't have to run around looking for a certified accountant to draft my financial statements and burn a hole in my pocket. However, it's not just the savings that has me praising this software. The feature that makes Personal Financial Statement Software 2010 the best is its user friendly interface. There was nothing complex, unlike other software I have used, where I had to sit down and decipher the functions. I would, in fact, call this software rather intuitive. Each window in the software asks for clear cut, specific information. This was very important for me as I don't have a financial background and get easily intimidated by financial jargon and big figures. Also, the reports were easy to understand and quite professional. Overall, I consider the Personal Financial Statement Software 2010 to be the perfect software for generating my personal financial statements.
"One of the Best Products I've Seen"
Pros: So easy to understand and use
Cons: None come to mind
Summary: Anyone looking for personal financial software, they should look no place else!
"Simplifying Personal Financial Statements"
- Financial statement in pdf format
- Superb edit function
Cons: No facility to automatically track updates
Summary: Excellent!! That's the only word that comes to my mind when I think about Personal Financial Statement Software v7. 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. Another feature that I really appreciate and have been using quite a lot is the ability to save the financial statement in pdf format, so now whenever I need to send my personal financial statement to the bank or any other financial institution, all I have to do is shoot off an email. The best part about Personal Financial Statement Software v7, however is its edit function. I have used other software earlier, but this software's edit function is by far the best I have come across. Updating my information using the edit function takes only a few seconds. I really commend the creators of this software. Getting my personal financial statement was never easier. However, I wish the software would have a feature that automatically tracks and updates my investments.
"This is the only program I have found that all banks will accept."
Summary: I have paid up to $200 for a financial statement program and have been didappointed with all of the ones I have used, except for this one. It is very user friendly, and I can update my networth in minutes now, instead of hours.
"Simple and extremely useful. Good job!"
Summary: Just from loading all my information into version 7 I can already tell how much I like it. The few funky things I always worked around are all gone, and saving to a PDF is magic. As well as password protection, backup, and all the other nifty features you’ve added over the years. Simple and extremely useful. Good job!