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 The date being d…
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, PFS…
Loan Analysis Menu Webinars
Click here to return to the foundational webinar hub page. The video below and the attachments to this article cover using the Loan Analysis Menu in Ventures. Viewing Tips: * Use the Table of Contents option to quickly jump to a chapter of the webinar. Click this icon to make the Table of Contents appea…
