deejbee
New Member
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Post by deejbee on May 31, 2017 13:48:53 GMT
I'm looking to sell some of my loan parts but I want to compare the number of repayments left (which is in the loan parts reports), with the original number of repayments agreed as part of my decision process. Currently I have to look up every single loan part and look at the original loan term which is very time consuming. My Loans Report is no use either as it doesn't have that number in it.
I can see the "term" field in the complete loan book so is joining those two spreadsheets the only option?
Thanks in advance.
deejbee
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voss
Member of DD Central
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Post by voss on May 31, 2017 17:23:53 GMT
Does it help if, in Sell/Sell individually, you sort on Repayments, descending? Then for all the parts that have > 48 months of repayments, the original number would have been 60. Of course, this can be ambiguous for repayments =< 48 unless you have, for example, never held a loan for more than 12 months.
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nick
Member of DD Central
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Post by nick on May 31, 2017 18:09:05 GMT
I'm looking to sell some of my loan parts but I want to compare the number of repayments left (which is in the loan parts reports), with the original number of repayments agreed as part of my decision process. Currently I have to look up every single loan part and look at the original loan term which is very time consuming. My Loans Report is no use either as it doesn't have that number in it. I can see the "term" field in the complete loan book so is joining those two spreadsheets the only option? Thanks in advance. deejbee I would suggest coping the full loan book into a separate worksheet and just pull the original terms using a vlookup function - should take only a couple of minutes to set up.
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deejbee
New Member
Posts: 2
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Post by deejbee on May 31, 2017 18:45:32 GMT
I'm looking to sell some of my loan parts but I want to compare the number of repayments left (which is in the loan parts reports), with the original number of repayments agreed as part of my decision process. Currently I have to look up every single loan part and look at the original loan term which is very time consuming. My Loans Report is no use either as it doesn't have that number in it. I can see the "term" field in the complete loan book so is joining those two spreadsheets the only option? Thanks in advance. deejbee I would suggest coping the full loan book into a separate worksheet and just pull the original terms using a vlookup function - should take only a couple of minutes to set up. Yep, that's exactly what I ended up doing. It's just a shame that simple details like these aren't included in all the downloads.
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