"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.