To use this template, you'll need to have:

Please do not

  • Delete any rows or columns from this template.

  • Add any rows or columns to this template.

  • Override any cells. If pasting data, please paste values only.

If you accidentally do any of the above, you may corrupt the sheet. If this happens, you will need to open a new template, copy it to your Master Sheet again, then restart the process of adding data.

Step by step guide

Step One

Unlike some other templates, the Loan Amortization template requires no hidden settings to be opened and completed. You'll only need to add data to the white boxes.

Start entering the details of your loan. This can be for a loan yet to be received, or a loan that has already been received and payments already taken. For existing loans, actual data will replace forecasted data within Futrli.

As you complete the cells with the information, you'll see the payment schedules update automatically.

Additional information can be added by opening out the rows for additional fees, or by including extra payments against any monthly payment.

Step Two

Up to three loans can be added to this sheet. You'll be able to open the columns to reveal the settings for predictions two and three.

Step Three

When finished, you'll have a green tick at the top of the page, effectively giving you the green light to carry out the sync. If this isn't green, you'll be able to open the rows to see which information is missing.

To get the sheet into Futrli, you'll need to copy and paste the tab name into the Control Sheet. This guide runs through that process in more detail.

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