We recommend a minimum of 1-2 times a year. Most subscribers update their financial snapshot 3-4 times a year.

Register or log in to your existing account. Select NewSnapshot+ on your Dashboard. Complete the 12 categories to your satisfaction. Select Update Snapshot at the end.

There are three options. When you select “Update Snapshot” you are given the option to download your snapshot. The second option is the select “Save and Download” at any point when completing a snapshot. The third option is to select the paper icon left of the view/edit on your snapshot dashboard.

We have daily, weekly, and monthly checks to ensure site safety. All data inputs are encrypted to protect the data that you input.

We use a third-party payment processor, Stripe.com, to handle all payments. This provides an additional layer of security and My Financial Snapshot has no access to your credit card information.

Login to your account. In the top right corner dropdown select “My account”. Under Password select change password and you will be able to reset your password from there.

Login to your account. In the top right corner dropdown select “My account” Select “delete your account” at the bottom of the page.

Not yet. We are working on a budgeting tool that will be simple and easy to use as our personal financial statement builder.

Contact Us


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 bridge the gap between financial education and financial utility.


Why Choose My Financial Snapshot

Contact Us 2

Our mission is to make financial literacy synonymous with literacy.