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Personal Financial Statement (PFS)
Personal Financial Statement (PFS)

Learn how to generate and download your Personal Financial Statement (PFS)

Martin avatar
Written by Martin
Updated today

Read more about Vyzer's report section here.

A Personal Financial Statement (PFS) is an essential document for understanding your complete financial picture. With Vyzer, generating your PFS is quick and simple, providing a comprehensive overview of your assets, liabilities, and net worth—all in one place. This document is essential for managing your wealth, securing loans, or evaluating financial opportunities.

Why Use Vyzer for Your PFS?

Vyzer makes it easy to track and organize your financial data in a clear, accurate, and user-friendly format. By pulling from your existing Vyzer data, your PFS is always up-to-date and ready when you need it. No more manual calculations or scattered information—Vyzer does the heavy lifting for you.

How to Generate and Access Your PFS

  1. Access the PFS Section: Log into your Vyzer account and head to the "Reports" section. Select the "Personal Financial Statement (PFS)" option.

  2. Explore Options:

    • Download a Sample PFS: Familiarize yourself with the structure and design of Vyzer’s PFS.

    • Download Your PFS: Select "Create & Download" to generate your personalized PFS. Vyzer automatically uses the financial data in your account to build a complete statement.

Vyzer prioritizes your data security. Your PFS is available for download directly from your secure account, ensuring that only you can access it.

With Vyzer, generating a PFS is no longer a time-consuming task. Whether you’re applying for a loan, preparing for tax season, or simply staying on top of your finances, Vyzer’s PFS feature makes it easier than ever.

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