Had anyone every used https://www.spendingalert.com?Please tell me your thought about it.

I am talking to four lenders right now for a commercial loan for a 24 unit apartment building. They all have asked for a personal finance statement (giving me the option to use my own version). Does anyone have a temp...

does anyone out there have a spreadsheet where they keep track of their net worth and PFS?  Every time I fill out one for a bank(which never has enough room for real estate) I tell myself that I need to have a spreads...

Does anyone have any secrets/devices/tricks to boost your personal financial statement (PFS)? beyound the obvious: pay down debt, save more $, etc. thoughts running through my head keep coming back to non re-course lo...

I have a question when filling out a PFS.  I have acquired equity in multiple partnerships so how do I record that?  The pfs asks for the value and mortgage.  Do I just list the value and the mortgage or do I need to ...

Does anyone have a good template for a personal financial statement? I’ve gotten several from banks, friends and on the internet but they all seem to be lacking in one way or another.I’m thinking of creating my own on...

Hello,

Im looking for software or subscription that will automatically generate a personal financial statement. I use quickbooks for my business, but I'm looking for a service that will keep up with all my assets an...

Team, My business partner and I own over 100 units across many properties and loan types.

We have a very basic PFS but curious if anyone knows of a detailed PFS to input all of our property information and that will...

Current situation:$70k in debt (50k low interest student loans, $20k credit card)Married, no kids, living at in-laws rent-free but very quickly going crazyMake about $150k pretax, 90k post tax. $30k in liquid savingsL...

Team,

My business partner and I own over 100 units across many properties and loan types.

We have a very basic PFS but curious if anyone knows of a detailed PFS to input all of our property information and that wil...