Personal Financial Statement (PFS)

At A Glance:

Create and maintain personal financial statements quickly and easily using our Personal Financial Statement software for Mac and Windows.

This powerful, full-color, Excel-based point-and-click template lets you easily enter and describe your assets and liabilities, and then print a professionally formatted, easy-to-read statement of up to 16 pages in length that will impress any lender and help secure the loan you want.

Choose between one- or two-applicant modes; list up to 30 100%-owned properties and up to 14 additional partially-owned properties; and accurately show cash-in-accounts entries for those who maintain separate bank accounts for various properties.

Save your data for fast, easy updates for future reports and ongoing comparison, and use RealData's convenient .pdf (portable document format) print driver to create your statement as a .pdf file to email as a simple attachment.

Includes instructions and free technical support.

Learn More

Read the product details

Sample Report

RealData Menu Schedule 1 (Cash in Checking
and Savings Accounts)
Schedule 2 (Notes and
Accounts Receivable)
Welcome Schedule 3 (Real Estate) Schedule 3 (Real Estate)
Personal Information Schedule 4 (Partnerships) Schedule 5 (All Securities)
Quick Start Schedule 6 (Notes and
Accounts Payable)
Balance Sheet
Affiliate Program
Academic Licensing
Multi-Seat Licensing
Advertising Opportunities
Terms | Conditions | Copyrights
Privacy Statement
About Us
President's Message
Contact Us
Site Map
Investment Analysis
Comm/Ind Development
Subdivision Development
Personal Financial Stmt.
Comp Lease Analysis
RealData Calculator
Property Analysis Service
Books on RE Investing
RealData Blog
Commercial Financing
Bookmark and Share
BooksbyFrank Gallinelli