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Updated over 3 years ago on . Most recent reply
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Personal Financial Statement Template?
HI. Is anyone familiar with a good PFS template that they would like to share? I'm revamping mine, and I first would like to see if there is a well designed one that automatically populates and adds up the figures from the cash, securities, real estate, cars, and other assets and liabilities columns in the summary . A good PFS is a handy tool for those of you wondering. It gives bank a good picture of the net worth and financial stability/risk you represent to them. Pretty much every commercial lender I have used has required one. It also can give one a quick picture of the progress made toward financial goals!