Financial affidavit tools compared
Published October 27, 2026
If you need monthly figures for California's FL-150 or Florida's Form 12.902(b) or (c), there are several ways to get them, from a free calculator to attorney software to a spreadsheet. This page compares them. It is published by Financial Affidavit Numbers, so read it with that in mind; we have tried to say plainly what each of the others does better. Facts about other tools come from their own websites as we read them in October 2026, and prices change. This is general information, not legal advice.
The table
| Tool | What it does | Price, per its site, October 2026 | Who it is for | Reads statements | Fills the court form |
|---|---|---|---|---|---|
| californiafinancialdisclosure.com | FL-150 calculator that converts pay frequency to monthly gross and adds four expense fields; FL-142 tracing tool; 60-day disclosure tracker; guides and county pages | No price shown for the tools | California litigants and legal document assistants | No (you type amounts) | No |
| Bankflow | Converts bank and card statements (PDFs, scans, photos, spreadsheets) to Excel, CSV, QuickBooks and other formats, checks rows against the balance, categorizes by rules then AI | Free: 50 credits once, about a credit a page; Starter $14.99 a month | Bookkeepers, accounting firms, businesses | Yes | No |
| SpendSum | Runs in your browser; sorts a bank CSV into categories, totals, recurring charges | Free: 200 transactions, 1 account, 90 days, CSV only; Pro $5.99 a month or $49 a year (adds PDF); Lifetime $149 | People reviewing their own spending | Yes (PDF on Pro) | No |
| Instafill.ai | AI form filler with an FL-150 page: you answer questions or upload a document, and it puts your answers into the form | 7 days free, then $19.99 a month for 5 FL-150 fills a month; card needed for the trial | Anyone with a PDF form | Its FL-150 page does not say it does | Yes |
| SplitSheet | Upload PDF bank and card statements; categorizes transactions by jurisdiction, traces transfers, flags possible dissipation, splits shared expenses; Excel export | First case free, then $99 per case | Attorneys | Yes | No; it exports Excel |
| A spreadsheet | Whatever you build: CSV in, pivot table out | Free | Anyone comfortable with pivot tables | CSV, by import | No |
| Financial Affidavit Numbers | Reads statements in your browser, checks each one reconciles, sorts transactions into the form's own lines for you to confirm, flags transfers, card payments and one-off items for your decision; worksheet plus a schedule tracing each figure | Free preview; $29 once for the full worksheet | Parents filing the FL-150 or Florida's affidavit, often without a lawyer | Yes: PDF with a text layer, CSV, OFX | No; you copy the numbers onto the form |
What each one does better
californiafinancialdisclosure.com is free and California-specific, with county pages, a disclosure deadline tracker and an FL-142 tool, none of which we have. If you already know your monthly figures and only need to convert a pay schedule, its calculator is enough. The site also promotes a separate product, EvidenceCanvas by Casewright, that it says reads 12 to 24 months of statements; its sign-up link did not load when we checked on October 27, 2026.
Bankflow reads scans and photos of statements; we do not yet, so scanned months have to be typed in. It exports to twelve formats, including QuickBooks and Xero, and is built for bookkeepers handling many clients. It knows nothing about family law forms: you would still sort its output into the form's lines yourself.
SpendSum runs in the browser like we do, and its free plan needs no signup. For one account and the last 90 days of CSV it costs nothing. The FL-150 averages a year, so 12 months of several accounts would need Pro.
Instafill.ai puts your answers into the FL-150 PDF itself, which we do not do. It does not say it works out the figures from statements, so you bring the numbers.
SplitSheet is built for attorneys and does more on the investigative side: flags for possible dissipation, splitting shared expenses between the parties, and pricing per case. If you have a lawyer, ask whether they use it or something like it.
A spreadsheet is free and fully under your control. If your bank gives CSV downloads for the whole year and you are comfortable with a pivot table, it does the job. The spreadsheet guide has a step-by-step method.
What to look for, whichever you use
- Every statement reconciles. Opening balance plus transactions equals the closing balance, or something is missing.
- Transfers and card payments counted once. See transfers between your own accounts and credit card payments versus purchases.
- The form's own lines. Generic categories such as "Shopping" do not map onto FL-150 item 13 or Florida's Section II without another round of sorting. See the item 13 guide.
- A record of the working. You sign the form under penalty of perjury. A schedule showing which transactions make up each figure lets you answer questions about it.
- Your decisions stay yours. Whether a deposit is income, a gift or a loan is not something software should decide for you.
Where a lawyer or self-help center fits
Which form to use, what counts as income and how to present a change in circumstances are legal questions, not arithmetic. No calculator answers them, ours included; a lawyer or your court's free self-help center can.
Financial Affidavit Numbers is a worksheet: monthly figures by form line and the statement lines behind them. It does not fill in, prepare or file the FL-150 or the Florida affidavit; you copy the numbers onto the court's form.
Common questions
Is there an FL-150 calculator?
Yes. californiafinancialdisclosure.com has a free FL-150 calculator that converts a pay amount and frequency to a monthly figure and adds four expense fields. You type the amounts in. Tools that read bank statements are listed on this page.
Is there an app that reads bank statements for a financial affidavit?
Generic statement tools such as Bankflow and SpendSum read statements, but they are not built around the forms' lines. SplitSheet reads statements for attorneys at $99 per case after a free first case. Financial Affidavit Numbers reads them and sorts transactions into the FL-150 or Florida form's own lines.
Can you use software to fill out the FL-150?
Instafill.ai says it fills the FL-150 from your answers or an uploaded document, at $19.99 a month after a 7-day trial. Financial Affidavit Numbers does not fill in the form; it gives the figures, and you copy them onto the court's form.
Is a spreadsheet good enough for a financial affidavit?
For many people, yes: export a year of CSV transactions, sort them into the form's lines, remove transfers and card payments, and divide by the number of months. Tools save time mainly with PDF statements, reconciliation and the schedule of transactions.
Turn your bank and card statements into monthly figures by form line →More guides: FL-150 monthly averages from bank statements · How many bank statements for the FL-150 · FL-150 item 13, line by line · FL-150 last month vs average monthly · FL-150 vs FL-142 · When the FL-150 is filed or served · Florida short form vs long form · Florida: weekly and biweekly to monthly · Florida financial affidavit, section by section · Florida financial affidavit deadline · Credit card payments vs purchases · Transfers between your own accounts · Irregular income on a financial affidavit · A financial affidavit in a spreadsheet