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…
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 Statements…
