james21
Member of DD Central
Posts: 651 
Likes: 669
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Post by james21 on Mar 24, 2018 8:50:38 GMT
If you want your loan book in excel so you can analyse it, you cant do this from the FS site. However you can download your loan book in pdf. First do that then use a converter; this one is free. You then have your file in excel so you can manipulate it any way you want eg pivot table. Note; you cant include your "loans awaiting activation"as there is no pdf option converter
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Post by spareapennyor2 on Mar 24, 2018 9:18:16 GMT
i do it long way round
copy n paste to notepad++ ( my loans / waiting activation)
copy n paste to a pivot table without header/title line
then refresh my tables
may use this on kuflink the layout is a pain
thanks for the link something to try
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SteveT
Member of DD Central
Posts: 6,875
Likes: 7,924
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Post by SteveT on Mar 24, 2018 9:33:01 GMT
If you want your loan book in excel so you can analyse it, you cant do this from the FS site. However you can download your loan book in pdf. First do that then use a converter; this one is free. You then have your file in excel so you can manipulate it any way you want eg pivot table. Note; you cant include your "loans awaiting activation"as there is no pdf option converter
Simply select / highlight all your loans, Copy, then Paste Special - Values in Excel
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james21
Member of DD Central
Posts: 651
Likes: 669
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Post by james21 on Mar 24, 2018 10:11:07 GMT
If you want your loan book in excel so you can analyse it, you cant do this from the FS site. However you can download your loan book in pdf. First do that then use a converter; this one is free. You then have your file in excel so you can manipulate it any way you want eg pivot table. Note; you cant include your "loans awaiting activation"as there is no pdf option converter
Simply select / highlight all your loans, Copy, then Paste Special - Values in Excel thanks for that I should have tried that a year ago!
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