Most loan applications require an updated personal financial statement. Save the pain and hassle of outdated forms.
Get a real and accurate overview of your financial snapshot on one single page!
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.
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.
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.
Not yet. We are working on a budgeting tool that will be simple and easy to use as our personal financial statement builder.
**No risk, cancel anytime, monthly, and yearly pricing options**