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My Financial Snapshot

The #1 personal financial statement builder available online!

Your #1 Choice For an Online Financial Statement Builder

My Financial Snapshot exists to allow our customers to become aware, take ownership, and create lasting value in their personal finances.

Our mission is to make financial literacy synonymous with literacy.


Do you have a any questions or inquiries?

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Is my personal information safe?

Yes, we are hosted on secure servers, our site is monitored daily, and we update/test the site monthly, and we will never sell your personal information to a third party. EVER.

Is my credit card information safe?

Yes, we use Stripe.com as our payment processor. Stripe stores all payment information.

How do I update my payment information?

Login to your account. On the right hand side of your account select “Manage Billing”.

How do I reset my password?

You can reset your password at the login screen. https://myfinancialsnapshot.com/login/ You can also update your password after you have already logged in on your account page.

How do I delete my account.

You can delete your account after logging in to your account on the right side of the site. Make sure to cancel your subscription first!

How do I print or downloaded a completed Financial Snapshot?

Click on “Edit or download PDF of Snapshot”. Select “Save and Download PDF”. Select “Download” after your submission is updated.

How do I preview a saved Financial Snapshot?

Select the green date to view your snapshot. You can also continue to “Edit Snapshot or Download PDF” to either edit a submission, or download and print.

Who do i contact if i am having account issues, technical issues, or experiencing any other issues?

Please contact support@myfinancialsnapshot with the issue you are experiencing in the header, and a brief description of your issue.

Our mission is to make financial literacy synonymous with literacy.

My Financial SnapShot