Finally, a personal financial statement built with you in mind!

  • Safe and secure website
  • Skip unnecessary information
  • Info buttons to guide you
  • Save a draft and finish later
  • Unlimited Snapshots
  • All information on one page
  • Detailed pages
  • Designed to save you time

Create your own snapshot:

Your trusted personal financial statement builder!

Real Estate

01 - We make applying for a loan easier and faster

Most loan applications require an updated personal financial statement. Save the pain and hassle of outdated forms.

02 - All of your assets and liabilities in one place

Get a real and accurate overview of your financial snapshot on one single page!

03 - See long-term goals come to life

Whether you are maxing out a retirement account, or trying to pay off your house, a personal financial statement helps you watch your goals get fulfilled. 

04 - Be prepared for the future

Knowing where all of your money is at can help you be prepared for anything. Do not be caught off guard when the unexpected occurs. 

Avoid the old way of updating your personal financial statement.

Avoid confusion!

Make it simple with My Financial Snapshot!

Step 1 - Sign up for your free trial!
Step 2 - Follow the guided step-by-step form
Step 3 - Review your Snapshot!

Measures we have taken to earn your trust!


Secure processing powered by Stripe


Safety features include firewall, encryption, and daily monitoring


We do not sell any any information to third-parties, EVER

Customer Testimonials

It is so great having everything in one place!

The site is easy to use, and will help me in my monthly budgeting. The detailed breakdowns are great to review.

Luke Jamison - Subscriber

The process and information needed is self-explanatory!

This will help me get organized, it is a product good for you no matter of your financial position. People coming out of college who are just getting started in their personal finances should use this product.

Daniel Williams - Subscriber

Loan officer approved!

As a loan officer, I would welcome a personal financial statement that was handed to me from My Financial Snapshot! 

Dakota Hedden - Subscriber and Loan Officer

Commonly Asked Questions:

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,, to handle all payments. This provides an additional layer of security and My Financial Snapshot has no access to your credit card information.

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


You are one step closer to your free, 30-day, trial!

**No risk, cancel anytime, monthly, and yearly pricing options** 

Use code MFSFREE at checkout!