Sending a File to FINPACK Tech Support

FINPACK Technical SupportThere are times when it becomes necessary to send a problem file to CFFM.  These troublesome files are then analyzed by FINPACK Tech Support, so the issue can be resolved.  FINPACK has the capability for you to send files securely to CFFM (and only CFFM). While in FINPACK, click Tools, then Send File.  This can be accomplished when are either in or out of the file you would like to send.  A window will appear that allows you to select the FINPACK file you want to send. [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…]

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…]

Longevity of Legacy Cash Flow Plans

Longevity of Legacy Cash Flow PlansThe option to create an annual plan or monthly cash flow plan using the Legacy Projection tools in FINPACK will remain for the next year (or two).  No official sunset date has been set at this time.  If you are a seasoned user that is very comfortable with the Legacy Projection tools, feel free to continue using them for this renewal season.    [Read more…]

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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Where Did My Old Cash Flows Go?

Where did my old cash flows go?The 2017 update of FINPACK includes significant changes to cash flow projections.  FINPACK now has a section for Legacy Projections and Projections.  So, what is the difference and where did my old cash flows go?

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‘File is newer than expected’ message

File-Version-Newer-FINPACKIf a FINPACK file is opened and a message appears stating ‘File is newer than expected’, it is because someone else has opened that file with a newer version of FINPACK.

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Importing Data from Another FINPACK File

Importing Data from Another FINPACK FileFINPACK allows users to import data from a different FINPACK data file into their current file. This feature allows the receiving file to add or import new data, without overwriting the remaining contents of the file.

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Consolidating Detailed Balance Sheets and Tax Forms

Consolidating Detailed Balance Sheets and Tax FormsFarm and other small business credit analysis becomes increasingly difficult when the business owner(s) has organized into multiple entities. Commonly, multiple entities are created for tax and/or liability reasons. To aid in credit analysis for operations of this type, FINPACK allows users to quickly consolidate the balance sheets or tax forms from several different data files into a single file. By consolidating these financial statements, the lender can quickly garner the most complete, global financial picture of their borrower.

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