BLOS™ Personal — Financial Forms for Households

Your household finances,
finally organized.

Track income, manage expenses, plan debt payoff, and generate professional financial packets — all in one place. Built for real families, not accountants.

Start your free 14-day trial → See pricing

No credit card required. 14 days free, then $8/month.

Everything you need

Built for household financial clarity

Stop juggling spreadsheets. BLOS™ Personal gives you structured forms, real dashboards, and printable financial packets.

📋
Structured intake forms
Enter income sources, expenses, assets, debts, and savings goals in clean, guided forms — no spreadsheet expertise needed.
📊
Live financial dashboard
See your monthly cash flow, expense ratio, debt payments, net worth, and goal progress update in real time as you enter data.
📉
Debt payoff calculator
Enter balances, payments, and interest rates — see exactly how many months until each debt is paid off.
🎯
Savings goal tracking
Set savings targets with due dates and track progress with visual bars and 12-month projections.
🗂
Printable financial packets
Generate a professional multi-page financial packet — cover page, statements, budget report, debt schedule, and forecast — ready to print or save as PDF.
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Saved to the cloud
Your workspace saves automatically and restores instantly on any device. Your data is always exactly where you left it.
How it works

From zero to financial packet in minutes

1
Create your household workspace
Sign up and name your workspace — it takes 30 seconds. Your 14-day trial starts immediately, no card needed.
2
Enter your financial picture
Use the guided intake forms to add income sources, monthly expenses, assets, debts, and savings goals at your own pace.
3
Watch your dashboard come alive
As you enter data, your live dashboard shows cash flow, expense ratios, net worth, debt payoff timelines, and a 12-month forecast — all calculated automatically.
4
Generate and print your financial packet
When you're ready, generate a complete branded financial packet — perfect for meeting with a financial advisor, applying for a loan, or just keeping your records organized.
Simple pricing

Personal plan pricing

Start free. No card required. Upgrade anytime.

Free Trial
$0
14 days · no credit card
Start free trial
✓
1 household workspace
✓
All intake forms
✓
Dashboard & statements
✗
PDF packet export
Personal Clarity
$8
per month · cancel anytime
Get Clarity
✓
Up to 3 household workspaces
✓
All intake forms
✓
Dashboard & statements
✓
PDF packet export
✓
Cloud sync & autosave
Personal Clarity Annual
$79
per year · save 18%
Get Annual
✓
Everything in Monthly
✓
Save $17 vs monthly
✓
Priority support

Need multi-client workspaces or advisor tools? See Professional plans →

Start your free trial today.

14 days free. No credit card. Cancel anytime.

Create your household workspace →