stevio
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Post by stevio on Mar 26, 2016 19:05:20 GMT
The only loans that have deliberately been set up with renewal in mind all have "Managed Portfolio" in the title, so why not use that in your spreadsheet? Seems a slightly strange thing to want to do anyway IMO. The loans in question WILL end on the date shown, since renewals get a new loan number. And why add 6 months? Why not 12, 18, 24, ? The simple answer is, I don't actively purchase (although I will hold) loans with < 6 months remaining, it just bumps the end date in my spreadsheet so that I know they have longer than this to run and puts them on my want list. I do currently use the word "managed" as my key word but as I said in my post, there appear to be some others that have a renew option without the word managed, some of the car loans for example. From your post, I take it that these are not intentionally set out from the outset to renew in which case, I may have misunderstood the whole issue although if I don't currently hold a loan that appears to only have say one month to run but is due to renew for a further 6 months, I would not know should this appear on the SM. This seems personal to you, in effect an issue you need to deal with, changes should be made to assist the majority
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spiral
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Post by spiral on Mar 26, 2016 19:19:08 GMT
This seems personal to you, in effect an issue you need to deal with, changes should be made to assist the majority Although those specific reasons are personal to me, I'm surprised the majority don't wish to know which loans are renewable and therefore those for which the end date is an interim. Never mind, I'll not lose sleep over it.
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stevio
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Post by stevio on Mar 26, 2016 19:25:51 GMT
This seems personal to you, in effect an issue you need to deal with, changes should be made to assist the majority Although those specific reasons are personal to me, I'm surprised the majority don't wish to know which loans are renewable and therefore those for which the end date is an interim. Never mind, I'll not lose sleep over it. Fair point. But I think whether they renew is an estimate, some a more accurate estimation than others and possibly for an investor to guess at rather than MT to be able to display
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spiral
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Post by spiral on Mar 27, 2016 6:18:47 GMT
But I think whether they renew is an estimate I think I was starting to come to the same conclusion after a couple of the responses following my original post. Back to the drawing board with my strategy.
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Post by Financial Thing on Mar 27, 2016 19:20:56 GMT
I have been in two minds whether to include the opt-in toggle for the (B) loans and for the moment have kept this in place. We could switch this off for these loans and then switch on (and email lenders), in the event that the borrrower is wanting to renew? I create my spreadsheet by copy and pasting the loan page into excel Ditch the spreadsheet and go do something fun instead, problem solved.
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treeman
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Post by treeman on Mar 27, 2016 20:07:08 GMT
Hi MoneyThing, Appreciate all the recent tweaks. Opt-ins and borrower IDs especially. Thanks ! However, I was just looking at the excel downloads and spotted a date formatting anomaly: On My Live Loans the purchase date is written UK style ( DD/MM/YYYY), but the end date is US Style ( MM/DD/YYYY) ........ Could the End Date be updated to a consistent UK format? Also, is it possible to have a Loan ID column on the Statement (3 numbers only as on My Live Loans) for cross referencing?
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Post by MoneyThing on Mar 27, 2016 20:40:57 GMT
Hi MoneyThing , Appreciate all the recent tweaks. Opt-ins and borrower IDs especially. Thanks ! However, I was just looking at the excel downloads and spotted a date formatting anomaly: On My Live Loans the purchase date is written UK style ( DD/MM/YYYY), but the end date is US Style ( MM/DD/YYYY) ........ Could the End Date be updated to a consistent UK format? Also, is it possible to have a Loan ID column on the Statement (3 numbers only as on My Live Loans) for cross referencing? Evening treeman, Thank you for letting us know. The date formatting has now been corrected. Whilst it would be possible to add an ID field into the Statement Excel export for future entries it would not be possible for previous entries. In light of this, would you/others still want this? Regards, Ed
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brin
I am trying to stay calm.
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Post by brin on Mar 27, 2016 21:00:44 GMT
Hello ED ... i have been investing in MT for some time.. no probs whatsoever, faults will always be found if you invite them. Personally i am a well happy bunny.
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brin
I am trying to stay calm.
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Post by brin on Mar 27, 2016 21:16:04 GMT
ED.... You can make whatever adjustments you like....... i make my financial judgments based on trust... and i trust MT.
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treeman
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Post by treeman on Mar 27, 2016 22:11:57 GMT
Hi MoneyThing , Appreciate all the recent tweaks. Opt-ins and borrower IDs especially. Thanks ! However, I was just looking at the excel downloads and spotted a date formatting anomaly: On My Live Loans the purchase date is written UK style ( DD/MM/YYYY), but the end date is US Style ( MM/DD/YYYY) ........ Could the End Date be updated to a consistent UK format? Also, is it possible to have a Loan ID column on the Statement (3 numbers only as on My Live Loans) for cross referencing? Evening treeman, Thank you for letting us know. The date formatting has now been corrected. Whilst it would be possible to add an ID field into the Statement Excel export for future entries it would not be possible for previous entries. In light of this, would you/others still want this? Regards, Ed Thanks Ed - rapid response as ever ! ID field would be useful to me personally - to keep track of total monthly payments as loan IDs change on renewals. If no-one else is bothered I can no doubt set up some data-juggling to extract it.
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rogerbu
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Post by rogerbu on Mar 28, 2016 8:55:42 GMT
MoneyThing Morning Ed. Re the excel download of transactions. When opened with excel XP & 2 other spreadsheet programs, the dates appear as TEXT fields not DATE fields so cannot be sorted etc.
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jamesc
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Post by jamesc on Mar 28, 2016 10:17:26 GMT
I know I am being thick but since the web pages have been re organised I cant work out how to make sales, can anyone help a rather lost soul ? thanks in advance
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Post by Butch Cassidy on Mar 28, 2016 10:22:26 GMT
I know I am being thick but since the web pages have been re organised I cant work out how to make sales, can anyone help a rather lost soul ? thanks in advance Along the very top of the page click on "My loans" should show full list of your holdings with "sell" in final column titled "action" - You can enter a smaller amount than held in the prompt box should you wish to only sell part of the original.
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jamesc
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Post by jamesc on Mar 28, 2016 10:34:49 GMT
Hi Butch
Thanks for the quick response that's how I remember it. However today when I logged on its been rearranged and the sell cell seems to have disappeared !
James
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spiral
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Post by spiral on Mar 28, 2016 10:37:55 GMT
Hi Butch
Thanks for the quick response that's how I remember it. However today when I logged on its been rearranged and the sell cell seems to have disappeared !
James I have sometimes found this if the page is "zoomed". Try zooming out a little.
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