Personal and Business Financial Statement Workbook

Use this tab-by-tab Microsoft Excel© tool to have an immediate snapshot of anyone's personal and business finances, presented in a format that lenders LOVE.

Includes 14 Tabs

Each tab is a schedule presented in all consolidate financial statements.

"Roll-Up" Tab

Each schedule is "rolled-up" into a main snapshot page.

Dynamic Links

Make changes on any schedule; all edited data dynamically linked.

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What's inside

  • 14 separate, fully editable schedules

  • Includes both personal and business financials

  • All fields dynamically linked

  • Includes contingent liability statement and signature page

Delivery details

You’ll get a download link on‑screen and via email. The link never expires.

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