Access 2007-2019
Access 2000-2003
Access Seminars
TechHelp Support
Tips & Tricks
Access Forum
Course Index
Topic Glossary
Insider Circle
Home   Courses   Seminars   Templates   Help   TechHelp   Forums   Contact   Join   Order   Logon  
Home > TechHelp > Directory > Access > Loan Payments < Stock Portfolio | Cascading >
Loan Payments
By Richard Rost   Richard Rost on Twitter Richard Rost on LinkedIn Email Richard Rost   4 months ago

Tracking Loan Payments in Microsoft Access.

 S  M  L  XL  FS  Join Now

In this video, I'm going to show you how to track loan payments in Microsoft Access. We will calculate the amount paid and the amount due for each loan. 

Bryce from Chula Vista, California (a Gold Member) asks: I need to track payments for loans that my company services. I have the loan amount, the start date of the loan, and the number of months. I don't need full loan amortization as that's already been figured out. I just need to generate a list of the monthly payments (amount divided by number of months) and track whether each payment has been made. How would I store this in Access?


Members will learn how to create the payment schedule automatically using a VBA loop. We will also see how to create a crosstab query to display the total payments due for all loans for each month, and how to export that query to Excel to share with others. We will also be very careful about rounding errors, and how to make sure the final loan payment includes and missing pennies. No Superman III issues here - or Office Space, depending on your preference. LOL.

Silver Members and up get access to view Extended Cut videos, when available. Gold Members can download the database template from class plus get access to the Code Vault. If you signed up on YouTube you have to contact me so I can set up your account here on my web site. If you're not a member, Join Today!


Learn More

FREE Access Beginner Level 1
Access Level 2 for $1.00

Free Templates

TechHelp Free Templates
Blank Template
Contact Management
Order Entry & Invoicing
More Access Templates


Mailing List - Get Emails When New Videos Released!
Consulting - Need Help with Your Database?


Please feel free to post your questions or comments below or submit them via the TechHelp page.


There was a small error in the original version of this video. It has been fixed. New stuff at time index 16:23.


microsoft access, ms access, #msaccess, #microsoftaccess, #help, #howto, #tutorial, #instruction, #learn, #lesson, #training, #database, loan payments, compute loans, track loans, pmt, loan tracking, loan management system, loan database template, loan database, automatic payment, amortization, rounding errors, missing a few cents, crosstab query


DoCmdRunSQL Upload Images   Link  
Bert Harmsma 
4 months ago
In todays newsletter from Mike Wolfe (nolongerset) he writes about using Currentdb.Execute instead of using DoCmd.RunSQL.

Funny you just mentioned it in this TechHelp of using this also.

Thanks Richard for the good work. Keep on going
Richard Rost
4 months ago
Indeed he did. I saw that earlier today too. I was going to post a link to it. Mike has some really good articles on his site. I follow him on Twitter.
Add a Reply
Great video Upload Images   Link  
Kevin Robertson 
4 months ago
That was a really cool video. There was however an error in the summary query in your calculation for AmountDue.
Kevin Robertson
4 months ago

Richard Rost
4 months ago
Yep. Thanks. A bunch of people let me know. LOL. I added a fix. See time index 16:23.
Add a Reply

Start a NEW Conversation
Only students may post right now. Click here for more information on how you can set up an account. If you are a student, please LOG ON first.

You may want to read these articles from the 599CD News:

11/30/2021Import Multiline Cells
11/30/2021Adam's Access Games
11/29/2021Prevent Close
11/22/2021Currency Symbols
11/13/2021Access Developer 36
11/13/2021Access Developer 36 Lessons
11/13/2021Access Developer 36
11/13/2021Control Tip Text
11/11/2021Link to Excel

Access - index
Excel - index
Word - index
Windows - index
PowerPoint - index
Photoshop - index
Visual Basic - index
ASP - index
Account Login
Online Theater
Lost Password
Student Databases
Change Email
Latest News
New Releases
User Forums
Topic Glossary
Tips & Tricks
Search The Site
Code Vault
Collapse Menus
Customer Support
Web Site Tour
Consulting Services
Affiliate Program
Richard Rost
Free Lessons
Mailing List
Video Tutorials
Learning Connection
Idiot's Guide to Excel
Volume Discounts
Payment Info
Terms of Sale
Contact Info
Support Policy
Email Richard
Mailing Address
Phone Number
Fax Number
Course Survey
Blog RSS Feed    Twitter

YouTube Channel    LinkedIn
Keywords: TechHelp Access loan payments, compute loans, track loans, pmt, loan tracking, loan management system, loan database template, loan database, automatic payment, amortization, rounding errors, missing a few cents, crosstab query  PermaLink