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Updated almost 14 years ago on . Most recent reply

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Steve L.
  • Investor
  • Rancho Cucamonga, CA
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Software to keep track of Loans/Notes Interest Rates/Pmts

Steve L.
  • Investor
  • Rancho Cucamonga, CA
Posted

I have a group of smaller investors that give me loans on a per project basis or into my business and we negotiate different scenarios for everyone.

They're all parties I have an existing relationship with, so I am not pooling money or violating any financing laws.

- One party gets a 60k 1st Trust Deed and prepay 6 mo interests, can renew it as long as I prepay in chunks

- One party already has 50k invested at X% and sends in another 10k at the same rate, there normal due day is the 15th and the check came on the 21st.

- Etc

I am currently using excel to track all of this and we use Quickbooks for the account. Is there a software program or excel template that is built to track investors, their returns, etc.

It'd be great if there is a program that could show all the upcoming payments, their due dates. I could add funds, it would calculate interest owed and consolidate to the same payment date and allow me to print a statement to show the math.

Anyone heard of anything that does this?

Most Popular Reply

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Bryan Hancock#4 Off Topic Contributor
  • Investor
  • Round Rock, TX
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Bryan Hancock#4 Off Topic Contributor
  • Investor
  • Round Rock, TX
Replied

Check out TValue:

TValue

This was recommended on another thread....not sure if it does what you are looking to do, but I suspect it does.

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