Personal Financial Statement Software StatementsReady Relaunches With a Redesigned App and Three New Lender-Ready Layouts

Personal financial statement software StatementsReady exports one statement in three PDF layouts: Standard, Professional and Traditional. Shown: page 1 of each, from a sample statement.

Ogden, Utah – October 28, 2026 – Personal financial statement software maker StatementsReady today relaunched its app with a new design, three redesigned PDF layouts and a new free template for real estate investors. The software connects to more than 12,000 banks and brokerages through Plaid, fills in the balances, and exports a signed statement ready to hand to a lender.

What’s new in the app

• Fewer steps. One guided setup, a step-by-step statement editor, and one Review & send screen for sharing and e-signatures.
• Three redesigned PDF layouts. Standard is a clean ledger. Professional is a report with numbered notes. Traditional is a packed bank-style form with lettered schedules A to I. Every total is the sum of the rows printed above it, so a lender can check the math line by line.
• The forms lenders already ask for. The same statement also exports as a fillable SBA Form 413 or a Word document.

Free templates, no software required

For people who would rather fill out a form by hand, StatementsReady has free downloads:

• Personal financial statement template in Excel and PDF. It also works as a net worth statement.
• New: schedule of real estate owned template in Excel and PDF, for investors listing every property, loan and rent on one page.
• SBA Form 413 guide with a link to the official form and a line-by-line walkthrough.
• Free calculators for net worth, income, debt service coverage, SBA loans and commercial real estate loans.

“Lenders ask for a personal financial statement on nearly every business and real estate loan, and people build it from scratch each time, copying balances off a dozen bank websites,” said Garrett Pierson, founder of StatementsReady.com and a commercial real estate agent in Utah. “We wanted the statement to fill itself in, add up correctly, and look like something a banker is used to reading. If you’d rather do it by hand, the templates are free.”

Pricing

Every new account gets 7 days free with no credit card. After that, a single statement is $79 one time, and Pro plans with unlimited statements start at $29 a month.

Free templates: https://statementsready.com/templates

Software: https://statementsready.com

About StatementsReady

StatementsReady is personal financial statement software for business owners, real estate investors and anyone applying for a loan. It connects to more than 12,000 financial institutions through Plaid and exports a signed, lender-ready statement, including SBA Form 413, in about eight minutes. Founded in 2025, it is based in Utah.

Media Contact
Company Name: StatementsReady
Contact Person: Garrett Pierson
Email: Send Email
City: Salt Lake City
State: Utah
Country: United States
Website: https://statementsready.com