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Showing articles from Personal Financial tag

Personal Financial Data Entry - Not using Global Cashflow

# If you decide your loan does not require a global cashflow analysis (or if you plan to not use it at all) your data input would look similar to this snapshot. * 1 Period created * **As Of Date** would indicate the most recent PFS date * **Tax Period End** would indicate the most recent PTR being used ![][1] …

Creating a Global Cashflow Video

This video will show you how to create a Global Cashflow within Ventures.

Personal Financial Data Entry - Using Global Cashflow

# This is an example of a loan that is having a Global Cash flow added. Note the multiple periods. The key points to remember are: * Your principals need to have periods (interim, historical and/or projections) for them to be added to a global cashflow These examples are showing a tax year ending period of 2018, P…

Foundational Webinar: Ventures Loan Analysis Menu Overview

This is a previously recorded webinar that discusses a general overview of the Loan Analysis menus in Ventures. Users may also download the Loan Analysis Overview workbook PDF attached to this article. Topics Covered: * Introduction * Administration - System Preferences * Company Statements * Company Stateme…

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