(800) 234-1111


Need a Reminder?

by | Aug 30, 2018

FINPACK allows users to set a reminder related to a specific file.  A Reminder in FINPACK consists of a note related to the FINPACK file, as well as a due date for the action.  Reminders assist FINPACK users with completing tasks in a FINPACK file and can help track the progress of a customer file.  Reminders are accessed through the Reminder icon on the toolbar or going to File + Reminders.


Four Parts

Reminders consist of four parts.

  • Completed? – this allows a FINPACK user to acknowledge when a Reminder task has been completed.
  • Due Date – the date the Reminder is to be completed.
  • Item – the specific tool or statement the Reminder pertains too.  A specific balance sheet, presentation, projection, or other FINPACK tool can be associated with the Reminder task.
  • Description – the details of the Reminder being set.

The columns of the Reminder can be re-organized per user preference.  Simply drag the column to the desired location.  The columns can also be sorted accordingly, by Due Date, Completed?, or Item.

Notes related to FINPACK software updates are also automatically displayed in Reminders.  These notes detail the FINPACK release number and the file updates that were made as a result of the update.

Displaying Reminders

Reminders can be set to display alerts when the related FINPACK data file is open.  These alerts can be set to always display or display when the particular Reminder is past due.  This is done by going to Tools + Options + General when in the FINPACK data file.    Reminders can be set to display never, when past due, or always.


FINPACK Reminders can be a great way to prompt users regarding tasks to be completed in a customer file.  Using Reminders keeps notes directly in the FINPACK file, for easy use and recollection.

+ 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...