Any way of entering variable mortgage payments quickly - e.g. spreadsheet?
Is there any way of quickly entering variable payments? entering a payment for each month and the system taking 10-20 seconds to save means this takes a very long time to enter manually. Would have been better to be able to enter all values quickly in the overview screen of all payment schedules, or be able to upload a spreadsheet of all payments
Answer
Hello
When you set up your mortgages, tick the Automatically Paid option and the system will write the payments for you. You can then use the Change Loan button to record changes in the payment amount and interest rate from a given date and the Payment Schedule will update accordingly
This forum is for feature requests. Please direct these sorts of questions to the helpdesk, thank you
Kind regards
Roy
Hi Roy
Thanks for getting back to me. This was a feature request - to be able to upload payments via CSV. I am aware of the Change Loan button. However if you have a mortgage where payments are irregular - e.g tracking LIBOR which is different every month- it means every payment in is irregular. To go about using the Change Loan button to enter every month's payment and rate change is painfully slow.
The requested feature is to allow easier upload of rate/payment data in one go - e.g via spreadsheet or a single form.
Many thanks
Bernard
Customer support service by UserEcho
Hello
When you set up your mortgages, tick the Automatically Paid option and the system will write the payments for you. You can then use the Change Loan button to record changes in the payment amount and interest rate from a given date and the Payment Schedule will update accordingly
This forum is for feature requests. Please direct these sorts of questions to the helpdesk, thank you
Kind regards
Roy