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Personal Financial Statement (PFS)
Details
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FAQs

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 RealDatas 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.

Screenshots:
PFS Menu Schedule 1 (Cash in Checking
and Savings Accounts)
Schedule 2 (Notes and
Accounts Receivable)
Welcome Schedule 3 (Real Estate) Schedule 3 (Real Estate)
(continued)
Personal Information Schedule 4 (Partnerships) Schedule 5 (All Securities)
Instructions Schedule 6 (Notes and
Accounts Payable)
Balance Sheet


~ Creating Real Estate Investment and Development Software since 1981 ~