Personal Financial Statement Software 2010 for Windows

Used Personal Financial Statement Software 2010 for Windows?

Editors’ Review

Download.com staffAugust 27, 2015

Options for computer-based personal finance management have proliferated in recent years, both in terms of software and Web-based services. Personal Financial Statement Software is, as the name implies, another entry into this field, and we can't say we're terribly impressed with it. It looks nice and works well enough, but its features simply don't compare with many of the other options that are available.

The program's interface is well-designed and attractive, and it's quite easy to use. A wizard-style dialog guides users through the process of entering their assets and liabilities, and users are able to enter quite detailed information about each of these, creating a complete financial record. The resulting overview provides an easy-to-read summary of the user's financial situation. If you need a one-time calculation of your net worth, Personal Financial Statement Software is a great choice. Where it fails is when it comes to ongoing record-keeping; as far as we can tell, there's no way to update assets or liabilities except to do it manually. That just doesn't make sense when there are free Web sites out there that will automatically update your checking account transactions, credit card balances, mortgage balances, and much more. Personal Financial Statement Software doesn't care about individual transactions or your ever-changing financial situation; it wants your yearly income and expenses, and it will give you a static snapshot based on that information. Overall, although the program functions fine, its lack of features (including a Help file) put it at a serious disadvantage.

Personal Financial Statement Software is free to try, but the trial version is print-disabled. The program installs a desktop icon without asking but uninstalls cleanly. We recommend this program with reservations.

What’s new in version 10.1.23.4

Version 10.1.23.4 is upgraded to be compatible with Windows Vista 64-bit and Windows 7 32-bit and 64-bit.

Personal Financial Statement Software 2010 for Windows

Used Personal Financial Statement Software 2010 for Windows?

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Full Specifications

GENERAL

Release: March 9, 2010

Latest update: August 27, 2015

Version: 10.1.23.4

OPERATING SYSTEMS

Platform: Windows

Operating System

Windows 98
Windows 2000
Windows 2003
Windows 7
Windows XP
Windows ME
Windows Vista
Windows 10
Windows NT

Additional Requirements: None

POPULARITY

Total Downloads: 13,452

Downloads Last Week: 0

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Last Updated

User Reviews

4.6/5

34 User Votes

Stress Free Financial Statements
Debbie_drmzJune 16, 2011
Pros
No Stress Not complicated - even I can understand it!!
Cons
NONE - I am too happy to think of what's missing :)
Summary
Believe me, I used to dread the calls from my banker every quarter requesting for my personal financial statement. I absolutely hated filling out the personal financial statements by hand. To tell you the truth, I was never too fond of figures, those big financial terms and all that confusing information that you need to collect. Filling out my statement was an absolute nightmare. Personal Financial Statement Software 2010 has made everything simpler and easier for me. The software's user interface is easy to use and understand. Now getting my financial statement printed takes only a few minutes. Even my net worth calculation does not take much time, unlike some other software I had been trying. This software has actually taken a lot of my worries away. I just wish I had found this software sooner.
Powerful software for generating financial statements
AlexacooperJune 12, 2011
Pros
1. Ability to generate financial statements in PDF format. 2.Powerful edit function
Cons
None that I can find so far.
Summary
Excellent!! That's the only word that comes to my mind when I think about Personal Financial Statement Software 2010. I am just smitten with the simplistic functioning of the software. Churning out my personal financial statement is a matter of just a few minutes. Another feature that I really appreciate and have been using quite a lot is the ability to save the financial statement in pdf format, so now whenever I need to send my personal financial statement to the bank or any other financial institution, all I have to do is shoot off an email. The best part about Personal Financial Statement Software 2010, however is its edit function. I have used other software earlier, but this software's edit function is by far the best I have come across. Updating my information using the edit function takes only a few seconds. I really commend the creators of this software. Getting my personal financial statement was never easier.
Comprehensive yet Easy
Ivy_adamJune 9, 2011
Pros
1. Comprehensive personal statements 2. Easy to use 3. Simple to calculate net worth 4. Fast
Cons
I am just to happy to have all the dirty work done for me to think of cons!
Summary
Finally, after trying out a lot of personal statement software, I have found the most comprehensive personal financial statement application. I like to keep an eye on my net worth regularly and the Personal Financial Statement Software 2010 has made this a lot easier for me. Earlier, fumbling with all those other software made getting a simple net worth calculation a Herculean task. The simplicity of calculating the net worth with Personal Financial Statement Software 2010 is just amazing. All I need to do to get my net worth is enter the figures for my assets (in cash, real estate, securities, etc), my liabilities (mortgages, notes payable, etc) along with my annual income and annual expenditures. The improved functionalities and the graphic user interface make entering information in the fields a breeze. And the personal financial statements and reports are highly professional and easy to understand, with all the information in one place, which helps me keep track of everything that's coming in and going out. Best of all, getting your personal financial statement does not take more than a few minutes. This is definitely the best personal statement application I have ever used.
Makes getting your personal financial statement easy
TimAndrewJune 3, 2011
Pros
Simple to use. Just needs filling up some fields. Easy to understand. Very fast.
Cons
Cant think of any.
Summary
I just love the simplicity of the Personal Financial Statement Software 2010. After all the hard time I had with filling out forms, pushing pencils and spending hours trying to decipher how to use the functions on other software, the Personal Financial Statement Software 2010 comes as a welcome respite. Getting my personal financial statement used to be a real pain, but now it takes only a few minutes to get it. The best part is that everything in this software is so easy to understand. Even with all the usual complex figures and mindboggling financial terms (which often leave me questioning my sanity), operating this software to get my personal financial statement was a breeze. All I needed to do was fill up one field and move on to the next, it was that easy. Another very convenient feature that I have been using quite a lot is the option to save my personal financial statement in pdf format. Now I just shoot off emails whenever I have to send my financial statement to my bank. Bottom line - a great software which will make creating personal statements very easy!
This software is great for CPA's.
Steph1022June 2, 2011
Pros
Ease of use? Allows me to not only create a financial statement, but to edit and update previously created financial statements quickly.
Cons
I have not found any so far.
Summary
I create all of my clients Financial statements using it. I am allowed unlimited entries, so I can enter my client's financial statements until my fingers hurt. Thanks for a great product and for making my job a little easier. Also, the support team answered a few of my question very quickly.
This Software makes something overwhelming very easy!!
jaytonzJune 2, 2011
Pros
Simple to use
Cons
None so far
Summary
This software was recommended to me by a family member. It is very simple to use and i feel confident that my personal financial information will remain secure in one place. Awesome product!!!
Simple and easy to use
sealdaveJune 2, 2011
Pros
An easy secure way to calculate net worth and keep a hard and soft copy of it. I like that everything is split up into sections so that it is easy to update and not miss anything.
Cons
None...the software is straight forward.
Summary
Valuable software for calculating Net Worth. Recommend highly.
Excellent Product
danhen18June 2, 2011
Pros
Easy to use and understand Quick results User- friendly editing functions
Cons
Have not found any yet.
Summary
Excellent product built upon sound principles! I'd definitely recommend it to others who want to get their financial act together but don't want to fight the bloatware from the main products in this segment.
This software is second to none.
CPhariesJune 2, 2011
Pros
User-friendly interface, easy to produce and read financial statements allowing me to save time and money!
Cons
So far I have not found anything negative
Summary
I would recommend this company and their software to anyone. It is nice to finally find a program that I can use without taking half my day to produce my personal financial statement. It makes a world of difference.
This personal financial software has been a huge help!
tzachary12June 2, 2011
Pros
This software keeps my financial paper trail to a minimum. It is very easy to use. It is nice knowing that all my important financial information is secure in one place. As a parent of three kids it is a huge time saver.
Cons
It is just great software. No cons.
Summary
Would recommend this to any family!

Developer’s Description

By Interactive Software Solutions

Calculate net worth and print a financial statement.

Finally, a comprehensive personal financial statement software application used to calculate net worth with ease by utilizing a financial statement wizard. You will be able to input your assets (cash, securities, real estate, etc.), liabilities (notes payable, mortgages, other liabilities), annual expenditures, and annual income to calculate your net worth.