(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.

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...