FINPACK Training Options

FINPACK Training - Classroom, Online, Custom, and the FINPACK Lenders Conference

There are several training options available to sharpen your FINPACK skills.  Training opportunities are varied to best meet your training needs and schedule. [Read more…]

Report Preview Options

FINPACK Report Preview OptionsDid you realize there are options that can be selected when previewing output from FINPACK tools?  The drop-down arrow on the right side of the Preview Output icon allows the user to select the output options to be viewed when previewing.   Clicking the drop-down arrow brings up a dialogue box where the preview options are selected. [Read more…]

Which Commercial Analysis Tool is Right?

Which Commercial Analysis Tool is Right?When analyzing a commercial customer in FINPACK there are several tools available.  Deciding which tool best fits the analysis needed is important to get the optimal information, in order to reduce risk in the customer credit decision.  The type of business and customer information available will drive the commercial analysis tool used. [Read more…]

Spreadsheets vs. Software

Spreadsheets vs Software in Credit AnalysisAre you still using spreadsheets to complete the annual credit analysis on your customers?  Do your spreadsheets provide you the best information on a customer’s financial position?  Have your spreadsheets left you with questions related to your bank’s true risk?  If so, FINPACK Credit Analysis Solutions software is the tool you’ve been looking for! [Read more…]

FINPACK Shortcuts

FINPACK Keyboard Shortcuts and Icons ChartFINPACK has a number of useful shortcuts that can aid users with data entry and general program utility.  Use the following chart full of helpful icons and keyboard shortcuts to increase your speed and efficiency while using FINPACK. [Read more…]

How to Use the FINPACK Loan Calculator

How to use FINPACK Loan CalculatorThe FINPACK Loan Calculator is a useful tool as you enter or edit loan payment information into a Balance Sheet, Cash Flow Projection, Long Range Plan, or Financial Analysis in FINPACK.  The loan payment details from the Loan Calculator can be pasted into data entry, or it can also be used as a freestanding tool to brainstorm possible loan payment options.  When using the calculator in freestanding mode, the information cannot be pasted into FINPACK.  Here the only option is to View Payment Schedule and print or export the schedule.

There are two types of repayment options in the FINPACK Loan Calculator – amortized payments or fixed-principal payments.  The type of loan being modeled will dictate the specific calculator chosen.  [Read more…]

Save the Date! FINPACK Lender’s Conference 2018

Mark your calendar for the 2018 FINPACK Lender’s Conference.  This year’s event will be held on December 11 and 12 at the Radisson Blu Mall of America in Bloomington, Minnesota. 

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Using FINPACK Lite to Collect Customer Balance Sheets

To complete a credit analysis on a current or prospective borrower, an accurate balance sheet is crucial.  Actually getting balance sheet information from a customer is even more crucial.  Having a streamlined way to get balance sheets saves both the bank and the borrower time.  FINPACK Lite, a free balance sheet only version of FINPACK available to bank customers, makes collecting balance sheets easier.  As a Lender with FINPACK, you have the rights to distribute FINPACK Lite to your customers.

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FINPACK Help

Press the F1 Key for Help in FINPACKWe know users sometimes have questions as they work in FINPACK.  Help is readily available and easily accessible wherever you are at in FINPACK.  Access Help by:

 

  • F1 – pressing F1 in FINPACK will take you directly to the related Help topic. This can be done in data entry or when using preview in financial tools. 

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