Feature Request: generate Personal Financial Statement (PFS) reports.

[ph0rque]

Describe the feature

A personal financial statement (PFS) is the personal equivalent of a balance sheet. Since Maybe has up-to-date information on assets, liabilities, and account balances, it would be straightforward to generate a PFS on demand.

Why is this feature important?

A PFS is often required when borrowing significant loans, like a mortgage or business loan, as lenders use it to assess your financial health and ability to repay the debt by reviewing your assets, income, liabilities, and overall debt-to-income ratio.

Additional context, screenshots, and relevant links

No response

[zachgoll]

@ph0rque is this a "standard" report that we could read up on? Is there a "spec" that you're referring to here?

[ph0rque]

@zachgoll the one I was thinking of was SBA 413 (link to form). In my limited experience, major banks will require the same content but their own form.