Personal Financial Statement Calculator

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Product support for ToolBox CS ended on October 31, 2022.

Help & How-To Center content for ToolBox CS may be outdated and is used at your own risk.

This calculator produces a financial report that can be attached to a loan application. Using the calculator will save time and help ensure accuracy in the application's financial calculations.

This calculator has three sections:

  • Sources of Income
  • Contingent Liabilities
  • Balance sheet

Enter data directly in the balance sheet using the Assets or Liabilities and Net Worth sections, or click the various detail tabs and enter information in the fields provided. Amounts transfer from the detail tabs to the balance sheet. Choose File > Print Preview to view the format of the report.

Note: To make additional entries in a detail tab, click the Add button.

After creating the report, attach it to the loan application and write "Attached" in the application fields that are covered by the report. Fields that are not covered must be manually completed.

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