Free Personal Financial Statement Templates
Download bank-ready templates for your loan applications and net worth tracking. Available in Excel and PDF formats.
Personal Financial Statement Template
The standard template accepted by most banks and lenders. Includes assets, liabilities, and net worth calculation.
SBA Form 413 (Personal Financial Statement)
Official SBA form required for 7(a) and 504 loan applications. Updated for current SBA guidelines.
Personal Net Worth Statement
Track your personal net worth with this simplified statement. Ideal for high-net-worth individuals and investors.
Why Static Templates Are Costing You Time & Money
Templates are fine for a one-time snapshot, but your finances change daily. StatementsReady connects to your banks to keep your statement always up-to-date.
Save 20+ Hours Per Year
Stop manually updating spreadsheets every time a balance changes or a lender asks for an update.
Bank-Grade Accuracy
Direct Plaid integration means no more copy-paste errors or outdated figures.