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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.


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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

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.

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Update

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

Keywords

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

 

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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.
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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.
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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