Personal Financial Statement

version 4
version 4

Key Features:

  • Helps win financing for your investments
  • Easily maintained & updated
  • One or two applicants
  • Easy PDF reports
  • Includes free tech support

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.

Product Details
Sample Reports

Need financing? Then you need a Personal Financial Statement.

Here's another report you can take to the bank!

You know that 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 you'll have a beautifully formatted presentation.

You can list up to 30 properties owned 100% by the applicant, as well as up to 14 owned at less than 100%.

We've also added a cash-in-accounts entry for each property, for those who maintain a separate bank account for each property. You can also indicate whether securities and other cash savings are part of your IRA, and IRA monies are shown as a separate line item.

You can choose between two modes: a single applicant and an applicant/co-applicant. When using the single-applicant mode, you can enter information in all data-entry areas (including those that would have been reserved for the co-applicant), effectively doubling the input capacity of the program. Switch back and forth between modes by clicking a single button.

Schedules Single Applicant Dual Applicants
Cash in Checking Accounts (Schedule 1) 10 5/5
Cash in Savings Accounts (Schedule 1) 10 5/5
Notes Receivable (Schedule 2) 12 6/6
Accounts Receivable (Schedule 2) 12 6/6
Property 100% Owned (Schedule 3) 28 14/14
Property <100% Owned (Schedule 3) 14 7/7
Partnerships (Schedule 4) 16 8/8
Securities (Schedule 5) 36 18/18
Notes/Accounts Payable (Schedule 6) 20 10/10


You will need Excel 2011 for the Macintosh. Our software will not run under Excel 2008 or Excel 2016.

Please confirm that you have Excel 2011 for the Macintosh.


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