PFS (Personal Financial Statement) Plus is a cross-platform application that can be used for generating personal financial statements that will help get loan applications reviewed and approved quickly.
PFS Plus takes the drudgery out of preparing the financial statements that many banks and mortgage companies require in the loan application process.
PFS Plus guides you through the process of collecting and presenting your financial position. The resulting reports provide a complete financial picture, including personal information, net worth, and cash flow.
Your first financial statement can be created quickly, thanks to the intuitive and streamlined data entry interface in PFS Plus.
Subsequent financial reports can be printed even faster because it is easy to update your archived data. Also, you'll feel confortable knowing that all your financial data is safely and securely saved in your password-protected file.
Whether you are providing personal financial statements as part of a loan application or satisfying an institution’s documentation requirements, PFS Plus helps you create documents that are thorough, professional, and accurate.
NOTE: PFS Plus can only be purchased via the Mac App Store (the buy link redirects you to its App Store page). To purchase/download applications via the App Store, an Apple account is required.
Here are some key features of "PFS Plus":
· Cross-Platform (Windows or Mac)
· Comprehensive Applicant Data
· Flexible Data Entry
· Link Assets and Liablities
· Calculates Tax Liability
· Professional Reports
What's New in This Release: [ read full changelog ]
· Report amounts can now be rounded to the nearest dollar
· New menu items and keyboard shortcuts for performing actions on the assets, liabilities, revenues, and expenses screens
· Minor bug fixes and enhancements