This tracker was designed to simplify your lending operations. With this spreadsheet, you can effortlessly create an automatic amortization schedule and keep a comprehensive record of payments for individual borrowers or clients.
Key Features:
Automatic Loan Amortization Schedule Generation: This tool streamlines the process of generating a loan amortization schedule for each client, based on their loan details. This follows a fixed monthly interest rate.
Individual Loan Books: Each client is assigned their own loan book, making it convenient to track their monthly, daily, weekly or bi-weekly payment obligations and maintain a record of all transactions. There’s a total of 100 loan books.
Client Dashboard: The spreadsheet includes a dedicated dasboard listing all your clients. Here, you can easily assess your portfolio, including the total amount paid/unpaid, total loan amount, net income and rate of return.
Effortless Navigation: Navigating to each client’s loan book is a breeze with a simple click on the Client Dashboard. Every loan book also has a button to quickly jump back to your dashboard.
Google Sheets Compatibility: This tool is designed to work seamlessly with Google Sheets, ensuring easy access and usability for both desktop and mobile users. This means that the template needs to be used online with wifi. Please note this spreadsheet is not compatible with MS Excel – this CAN’T be downloaded to the desktop for offline use.
Easy to Use: Comes with Written Instructions and Video Tutorial
Two Color Schemes: Get both blue and pink colored sheets
IMPORTANT NOTE: This lending spreadsheet was designed to calculate loan amortizations using fixed interest every month only. The spreadsheet is unable to calculate other interest rates.
PLUS FREE BONUS TEMPLATES!!!
Christmas Gifts Budget Tracker
52 Weeks Savings Challenge
Budget by Paycheck Printable
This spreadsheet is accessible via Google Sheets ONLY
You only need to pay for this spreadsheet once!
You can use this spreadsheet over and over again! It does not expire.