Personal Net Worth Statement Generator
Stop updating spreadsheets manually. Connect your accounts and generate a lender-ready net worth statement in seconds.
Why Use a Generator Instead of a Template?
Static templates are obsolete the moment you save them. A generator connects to your actual financial data to create a living, breathing document that is always ready for lenders.
The Old Way (Excel/PDF)
Manual data entry, broken formulas, outdated balances, and hours of formatting every time a bank asks for an update.
The New Way (Generator)
Connect accounts once. Assets and liabilities update automatically. Click one button to export a signed, professional PDF.
StatementsReady
- Automated: Syncs with 12,000+ banks
- Always Live: Updates daily
- Error-Free: Guaranteed calculations
- Secure: Bank-level encryption
How the Generator Works
From sign-up to signed PDF in under 8 minutes.
Automatic Updates
Your statement updates daily. When your bank balance changes, your net worth updates instantly.
Bank-Grade Security
We use 256-bit encryption and never store your login credentials. Your data is safe and private.
PDF & Excel Export
Download your statement in the exact format lenders want. No formatting headaches required.
Works With 12,000+ Financial Institutions
Our generator connects securely to almost any bank, brokerage, or lender in the US and Canada.
Frequently Asked Questions
Is this generator safe to use?
Yes. We use Plaid to connect to your financial institutions, which means we never see or store your login credentials. All data is encrypted with 256-bit bank-grade security.
Does it work for SBA loans?
Absolutely. Our generator creates a Personal Financial Statement that meets all SBA 7(a) and 504 loan requirements, including the specific formatting for Form 413.
Can I export to Excel?
Yes. You can export your statement as a signed PDF for lenders or as an editable Excel file if you need to make manual adjustments.
How much does it cost?
You can generate your first statement for free during our trial period. After that, we offer affordable monthly or annual plans for ongoing updates.
Stop Wasting Time on Spreadsheets
Join thousands of investors who use StatementsReady to track their net worth automatically.
Create My Statement Now