(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.

Economist at FINPACK | 6126254219 | pvannurd@umn.edu | Website | + posts

Pauline Van Nurden joined the FINPACK Team as an Economist in 2017.

Prior to joining the FINPACK Team, she worked as a lender. This provides her valuable industry experience and knowledge in her work with FINAPCK. Pauline holds a Master’s Degree in Agricultural Education and Bachelor’s Degree in Applied Economics, both from the University of Minnesota.

Latest News
New and Improved: Financial Ratios in FINPACK

New and Improved: Financial Ratios in FINPACK

This post highlights the updated financial ratios in FINPACK. The ratio updates are based on the recent updates to the Farm Financial Standards Council's Financial Guidelines for Agriculture. The 2022 release of the Farm Financial Standards Council's (FFSC) Financial...

FINPACK News – November Digest

FINPACK News – November Digest

The FINPACK Lenders Conference is around the corner, the FINPACK 2022 update is live including new monthly Commercial Cash Flow capabilities, and the FINPACK team at the ABA Ag Bankers conference in Omaha! Register Now for the FINPACK Lenders Conference...

The New Monthly Commercial Cash Flow Capability of FINPACK

The New Monthly Commercial Cash Flow Capability of FINPACK

What's New in the Commercial Cash Flow Tool in FINPACK? The 2022 Fall Release of FINPACK adds the capability to complete annual OR monthly cash flow projections for commercial clients. These projections can be for a few months or multiple years. This replaces the...

What’s New in the 2022 FINPACK Update?

What’s New in the 2022 FINPACK Update?

The 2022 FINPACK update brings changes to Tax Forms, incorporates new Financial Standards Measures, introduces a new Cash Flow Projection into our commercial tools and more! Farm Financial Standards Update The FINAN Financial Analysis and FINFLO Cash Flow Projection...

FINPACK NEWS Digest – October 2022

FINPACK NEWS Digest – October 2022

FINPACK lenders conference registration is open, the updated Farm Financial Scorecard, lender training, and looking forward to the ABA Ag Bankers Conference Register for the FINPACK Lenders Conference The FINPACK Lenders Conference is back in-person! Join us...