Amortization Plus (A+)

Creating a New Company

Amortization Plus makes it easy to create a new company file where you can then enter loan or annuity terms to calculate principle and interest payments. Just click the "Add" option located on the "Clients" screen and enter the pertinent company information. Amortization Plus also allows you to create loan amortization schedules without having to enter any company information by using the "Quick Amortization" feature. If you want to save any loan amortization or annuity schedules for clients, you will have to add the client to A+. See the screen shot below to see what the "New Company" wizard looks like.

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Managing your company files is easy through the Clients option found in the File Menu. After creating company files in Amortization Plus, they are automatically added to the your Client File Listing. In addition, you can edit, rename, copy, save as..., or delete these files at any time through the Client File Listing.



 Creating a Loan Amortization Schedule

To create a loan amortization schedule in Amortization Plus, simply select the "Amortization" option located in the Client Schedules menu and begin entering the data for the loan. See the screen shot below to view a sample of the data entry screen for loan amortization schedules.

 

 

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You can enter as many loan or annuity schedules in A+ as you like. You can also modify the terms of any loan and make balloon-type payments to recalculate the new terms of a loan.

Creating an Annuity Schedule

To enter the terms of an annuity to create a time value of money schedule, simply select the "Annuity - Time Value of Money" option located in the "Client Schedules" menu. Next, click the "Add" button and enter any pertinent data for the annuity. See the screen shot below for an example of what this screen looks like.

 

 

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In addition to creating loan amortization and annuity schedules, Amortization Plus also allows you to enter information for lump-sum deposits to calculate present and future values. To enter a lump-sum deposit, click the "Lump-Sum Deposit" option located under the Client Schedules menu.

 

Reports

Amortization Plus has an extensive list of reports including the following:

  • Client Information Reports
  • Client Listing Reports
  • Amortization Schedules
  • Amortization Listing Reports
  • Amortization Detail Reports
  • Annuity Schedules
  • Annuity Listing Reports
  • Annuity Detail Reports
  • Lump-Sum Deposit Reports
  • 5-Year Loan Analysis Report

In addition to printing reports, you can save them to a file or email them directly from within Amortization Plus in the following formats:

  • Adobe Acrobat (.pdf)
  • MS Word (.doc)
  • MS Excel (.xls)
  • Rich Text Format (.rtf)
  • Plain Text Format (.txt)
  • .html and .xml Formats

Take a look at an example of the 5-Year Loan Analysis Report below:

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In addition to these reports, Amortization  Plus can chart your loan amortization schedules or annuity schedules. Simply select the Chart option by clicking the Chart button in the loan amortization schedules or annuity schedules. The chart option will guide you through the steps necessary to create a visual representation of any loan or annuity schedule entered in Amortization Plus.

Click HERE to see a complete 5-Year Loan Analysis Report in Adobe PDF format.
(Requires Adobe Acrobat PDF Viewer)


 



If you wish to ask specific questions or request additional information, e-mail us at info@proware-cpa.com.

                                                                                                                                       

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