Pro
Pro: FBAR worksheet, printable and in Excel
Every account and year from the maximum value finder on one printable worksheet in BSA E-Filing order, and an Excel file whose rates, dollar values, item 15 and the $10,000 test are live formulas.
Pro is not on sale yet: checkout is being connected. The three free tools work in full, and the preview below already uses your own accounts. Planned price: $19 for one year filed, $39 for up to six years. Want Pro the day it opens? Write to hello@fbartally.xyz.
What Pro adds
The worksheet, printed
One table per calendar year in the order of the BSA E-Filing account fields (15 maximum value, 16 type, 17 institution, then blank columns for the account number and address), with your name on top. Print it or save it as PDF.
Excel with live formulas
Peak balances and dates are values; the December 31 rate is a lookup in a Rates sheet by currency and year, and the US$ value, item 15, the aggregate and the over-$10,000 test are formulas.
Every year you load
The finder keeps each balance's daily highs, so one set of statements gives every year from 2019 to 2025 at once: one sheet per year in the Excel file.
Nothing leaves the browser
Statements are read on your device and only the daily highs and closes are kept in this browser. The worksheet, the print and the Excel file are made on your device. No account, no upload.
Free or Pro
| Feature | Free | Pro |
|---|---|---|
| Peak balance, date, rate and item 15 per account on screen | Yes | Yes |
| Exchange rates 2019-2025, threshold check | Yes | Yes |
| Printable worksheet, every year, in E-Filing order | No | Yes |
| Excel file with live formulas | No | Yes |
Not loaded your statements yet? Start with the maximum value finder; the worksheet needs the balances you load there.
Frequently asked questions
- Where do the numbers come from?
- From your statements and from the Treasury. The worksheet recomputes exactly the balances you loaded in the maximum value finder in this browser, with the same maths as the free page and the Treasury December 31 rates read from the Fiscal Data API, with their read date.
- Is this my filed FBAR?
- No. It is a worksheet to prepare the FBAR and keep with your records; you file yourself, free, on FinCEN's BSA E-Filing System. Not tax or legal advice.
- What if I have not used the calculator yet?
- Load your statements in the maximum value finder first (or try its sample): it keeps the daily balances in this browser, and the preview on this page then shows your own accounts.
- Is Pro a subscription?
- It depends on the plan you pick above. A monthly plan renews until you cancel it from the Manage subscription link shown once Pro is open; a one-time purchase is paid once and stays open for good.
- Do I need an account?
- No. You pay on Stripe's page and come back here; Pro opens in this browser and stays open. For another browser or device, ask for your access link by email on this page.
- What about VAT or sales tax?
- Stripe is the merchant of record. Any tax that applies where you are is shown at checkout, and the receipt or invoice comes from Stripe by email.
- Can I get a refund?
- Pro opens the moment you pay. If it does not do what this page says, write within 14 days and you get a full refund. Details on the refund policy page.
- What do you store about me?
- Nothing on our servers. The checkout reference and the answer from the verification service are kept in this browser's local storage; the email you type at checkout goes to Stripe for the receipt and lets you reopen Pro elsewhere.