PFS Plus

Developer: PRO-WARE, LLC

Current Version: 1.0.8

Last Updated: 4 years ago

Download Size: 13.2 MB - Download


Personal Financial Statement Software

PFS Plus is a powerful tool for generating personal financial statements that will help get loan applications reviewed and approved quickly. PFS Plus takes the drudgery out of preparing the financial statements that many banks and mortgage companies require in the loan application process.

PFS Plus guides you through the process of collecting and presenting your financial position. The resulting reports provide a complete financial picture, including personal information, net worth, and cash flow.

Your first financial statement can be created quickly, thanks to the intuitive and streamlined data entry interface in PFS Plus. Subsequent financial reports can be printed even faster because it is easy to update your archived data. Also, you'll feel confortable knowing that all your financial data is safely and securely saved in your password-protected file.

Whether you are providing personal financial statements as part of a loan application or satisfying an institution’s documentation requirements, PFS Plus helps you create documents that are thorough, professional, and accurate.

If you’ve never prepared a personal financial statement before, PFS Plus will make it easy to collect your financial information and give you the asset and liability assessment necessary to present a true representation of your financial position. On the other hand, if you have created your own financial statements in the past, you will find PFS Plus to be much faster and easier than your old methods of data entry and report generation.

While data collection is a very important aspect of preparing a personal financial statement, no less important is the presentation of the data. This is where PFS Plus really shines. Your bank or requesting authority will be truly impressed with the documents generated by PFS Plus.

If you need to prepare a personal financial statement and want to ensure that the information provided is complete, accurate, and presented in an professional format, then you should be using PFS Plus.


Release Notes:

Bug fixes
New icon


Most Helpful Reviews

Version 1.0.4
Review by BexK

Easy to Use - I read the prior review and had concerns about this application. I was pleasantly surprised at how easy it was to use. I've tried a variety of personal financial statement software, but haven't really been happy with anything for the Mac. This isn't perfect, but it comes close. My only real concern is the inability to customize categories. For example, in the Expense category, there are subcategories for Household Expenses, Medical/Dental, etc. I would like the ability to further refine--for example to break Household Expenses into Utilities, Repairs, etc.

Found helpful by 6 out of 6 people
Version 1.0.4
Review by DESJR

Adaquete but not anything special - I bought this along with my business partner to turn in a PFS for our bank note renewal. After dowloading it, I filled it out and found that is was an abbreviated version. and personal finacial statement that I have every filed out. It make a very thumb nail sketch if a presentation with no panshe or pop. Lets face it, if your going to the trouble to fill one of these type forms out its to impress whomever your giving it too. I wrote the company and ashred for a refund. I was politely and professionally answered but no refund was given I was told it was told "Since you purchased PFS Plus through the Mac App store, the only refunds allowed are those provided by Apple, and their policy is to allow you to reverse the sale within the first few minutes after purchase". For the price of $9.99 it's adaquet if you are looking for a basic presentation. If you want a little more Zing, keep looking.

Found helpful by 5 out of 7 people