keitha
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Post by keitha on Jul 15, 2019 13:59:19 GMT
I'd like to have a spreadsheet where I can drop in my Income prediction and then drop into another sheet the actuals month by month and check which loans are missing payments and if the payments match the predictions.
It Seems early repayments etc are a PITA to deal with, and the data from FC on payments you can't always easily get fields you need they are often text within other fields
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benaj
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Post by benaj on Jul 15, 2019 15:44:50 GMT
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keitha
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Post by keitha on Jul 16, 2019 13:51:30 GMT
I'm using that as my base dataset but matching payments against loans isn't easy
I then need to do month by month comparisons, which is complicated by stuff being late and going over month end.
When I managed projects that had monthly or whatever payments then we would initially show for each project what expected payment was per month so as payments came in they were allocated against a payment number made it really easy to do.
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benaj
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Post by benaj on Jul 16, 2019 14:11:19 GMT
 The simple forecast shows the full repayment schedule of each loan, and allows calculation for the amount in arrears.
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keitha
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Post by keitha on Jul 17, 2019 20:53:23 GMT
Maybe I'm odd weird whatever but i'd like to match what I get paid against this.
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Post by Deleted on Jul 17, 2019 21:15:36 GMT
I'd like to have a spreadsheet where I can drop in my Income prediction and then drop into another sheet the actuals month by month and check which loans are missing payments and if the payments match the predictions. It Seems early repayments etc are a PITA to deal with, and the data from FC on payments you can't always easily get fields you need they are often text within other fields "can't always easily get fields you need they are often text within other fields" Have you tried Data, text to columns? I get all my data from the transaction analysis using this function to split the data out of one column.
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