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For Businesses that Offer Loans & Manage Customer Savings.
This is an All-In-One Spreadsheet designed for managing multiple customer savings accounts, loans, income, expenses, and reports.
Record-keeping for Small Cooperatives, Ajo / Esusu groups, and Loan Businesses can be quite tasking due to the number of
members and daily transactions involved.
On a daily basis, these businesses handle several transactions:
If yes, then you need the DesignVAT Savings & Loans Tracking Spreadsheet.
✔ Record daily customer savings and withdrawals
✔ Track individual customer account balances in real time
✔ Monitor customer loans, repayments and outstanding balances
✔ Automatically calculate loan interest and summaries
✔ Track business income from fees, penalties and other sources
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Create Customer Database [Full Name | Phone No | Email | Contact Address]
Supports for over 100 Customers
Pull up Past Customer Transaction History
- Automatically Calculate Monthly Summaries
- Get Point In Time Customer Account Balance
- Filter Transactions by Year, Month, Customer
- Autocalulate Interest Amount
- Monitor Customer Payments | Outstanding Balance
.Track Income from Other Income Generating Activities (Registration Fees, Late Payment Fees, etc.)
Create Daily Income Log to enter daily transactions
Filter Daily Income Log by Month | Quarter | Year | Income Type | Customer
- Define up to 8 Recurrent Expense Categories [Advertising, Salary, Utilities, Office Space, etc.]
- Track Spending across each Category
- Filter Expenses by Month | Quarter | Year | Expense Type
- Customer Account Summary
- Customer Loan Summary for any Specified Period
- Compare Monthly Spending By Expense Category [Jan vs Feb vs Mar, etc.]
- Compare Monthly Income [Jan vs Feb vs Mar, etc.]
Thrift, Ajo and Esusu collection businesses operate by collecting agreed contributions daily, weekly or monthly. Many also provide small loans and basic banking services such as savings and withdrawals.
The Customer Summary Report is like a bank statement for each member or client.
It consolidates all transactions: savings, withdrawals, loans, repayments, and interest into a single, easy-to-read overview.
The spreadsheet automatically tracks all daily customer transactions. Here's how it operates:
Accurate Customer Summary Reports are critical for any business offering loans or
managing contributions.
They help you Keep transparent records, improving trust with member and
avoid errors in calculating balances, interest, or repayments.
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