How To Make A Loan Management System And Charges Fees In Excel (Annual, Monthly, Weekly And Daily)


 make loans excel collection

We have always said that the versatility that has the program Microsoft Office Exel It is very underrated. Maybe it’s because the scope it has, with this tool is unknown can do graphics, create pivot tables, sorting data, generates schedules, calculate averages, etc.

But this time we bring you a tutorial to teach you a simple way to make a management system loans and charges fees in Excel (annual, monthly, weekly and daily)

How to Loan Management System Fees and Charges for in Excel

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Learn to make a loan management system and charges fees in Excel (annual, monthly, weekly and daily) will help a lot in your work office automation. Especially if you want to keep track of collections without having to seek the services of a counter. And I have everything on your computer in a more organized and efficient manner.

It is very easy to use Exel, one must practice and learn their basics and especially the use of functions. You are not very familiar with the use of this application will ask you to stay with us for you to learn well the steps to follow and garments using the sheet calculation Exel.

How to make a loan management system and charges fees in Excel

To begin we will turn to the Exel program and we April 1 new spreadsheet and We are going to call the Customer. And on this sheet we will place all customer data can place a reference column, another column name. Another column with ID card or identification data.

 Excel table

also we can add to have more data on our table, column Management and finally another column with the phone number. And we began to empty the information of buyers in this table. And so we can have a broader knowledge of each person who will charge.

But remember that these data we are offering are referential and can add more columns to your table. Everything must be adjusted to your needs, to the end will create a new sheet and this should be called or Calculator. Here you’ll lead the magnifying glass to locate the customer you just have place the name and will appear in a separate box.

When you owe it appears you choose and appear on buyer then you must direct the amount of credit option, or how much money they will lend to this client. In the mode option you a little arrow that tells you that there are several options should appear. Clip on it and we will look four types Daily, Weekly, biweekly and monthly.

Managing daily weekly biweekly and monthly billing

For our Example let’s Monthly place, then go to the option of interest rate and can drop 10%. According to the amount borrowed you must shed and a gain on the interest generated box. Then you go to the option of how many shares and place the number of installments will repay the borrowed money.

A writing this into the box fee amount should appear as the customer must pay in each installment. And you must generate a figure in the Total option to pay and finally must fill out the date option. Now you just subtract clip icon to the calculator and this action will take you to the road conditions.

In this sheet to display the customer data, the amount of the loan, the type, the amount to be paid per share, the due date of each installment. And so you will keep a control each client , with debt carted and the date of payment of each installment. And all in a very simple way with Exel spreadsheet.

 Excel spreadsheet tool

And so we have explained the simple way to use the calculation tool if you want make a loan management system and charges fees Excel yearly, monthly, weekly and daily. without having to resort to other programs more complicated to use.

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