(800) 234-1111

FINPACK News

FINPACK Balance Sheet Worksheet

by | Jan 24, 2019

FINPACK Balance Sheet WorksheetGathering customer data for year-end analysis and credit renewal can be difficult.  FINPACK tries to assist with the process by providing a Balance Sheet Input Worksheet with the customer’s most recent balance sheet data for updating.  This tool is provided to the customer as a means to get current, updated balance sheet information for the current year.  This worksheet is one FINPACK tool to assist with customer renewals.

What is the balance sheet input worksheet?

The FINPACK balance sheet input worksheet creates the selected customer balance sheet as a worksheet.  This form displays details from the selected balance sheet and provides areas for the customer to update the information with current values and/or add additional information as appropriate.  This worksheet can be given to customers in preparation for their year-end analysis or credit renewal visit.   

Sample input worksheet

How to create the balance sheet input worksheet.

Creating and printing the balance sheet input worksheet is easy when you know where to do so.  The option to create an input worksheet is found in the Print dialogue box.  In the bottom half of the box, Input Worksheet Options is a tab option.  Selecting this tab will allow printing or previewing the selected balance sheet as a worksheet.  As always, the worksheet can be printed to a printer or as a PDF or Text file.

Print dialogue box

Working with new customers.

If beginning to work with a new customer, FINPACK has an input form available to assist with gathering the new customer’s information. A balance sheet input form and instructions are found in the FINPACK Knowledge Base for use with both agricultural and commercial customers.  In addition, there are a number of other FINPACK input forms to assist with gathering customer data for use in FINPACK tools.  The Sch. F Analysis – Additional Information form would be an example. Also remember, FINPACK Lite is another way to have customers provide balance sheet data.  This is a free tool, available for customer use.

Latest News
2022 FINPACK Lenders Conference

2022 FINPACK Lenders Conference

The 2022 FINPACK Lenders Conference will be held in-person in 2022. Conference Information Date: December 13-14, 2022Location: Radisson Blu Mall of America - Bloomington, MN Dr. David Kohl returns to the FINPACK Lenders Conference + a full lineup of speakers. We will...

FINPACK Digest – June 2022

FINPACK Digest – June 2022

Credit scorecards, the FINPACK advanced training survey, register now for Lender training, and The FINPACK digest is published every month and links to all the FINPACK News post published in the previous four weeks. Want notifications on FINPACK news posts sooner?...

Training & Events Update

Training & Events Update

October training for Lenders, Training for Educators and Professionals, and save the date for the 2022 FINPACK Lender's Conference FINPACK Training for Lenders in October Registration is open for the next FINPACK Lender training on October 11th and 12th on the...

How to Design and Use Credit Decision Scorecards

How to Design and Use Credit Decision Scorecards

Using Credit Decision Scorecards in your credit decisioning represents a convenient way to 'filter' loan applications. By applying some basic criteria, you can quickly decide if a credit request is straightforward and can be approved or denied as is, or if it needs...