Notes in Bukers Software
Notes in Bukers Software Having notes in your spreads can be important. Let’s say you have encountered an unusual situation in your borrower’s financials. You might want to add a note to the spread explaining the situation as a reminder to yourself or to inform others who may review the spread. But when opening […]
Outside Net Worth in the Bukers Taxanalysis PFS Module
Outside Net Worth In the Bukers Taxanalysis PFS Module When spreading personal financial statements from a client, do you ever find the asserted values over-inflated? The net worth that is calculated when you spread the client’s personal financial statement into the Bukers Taxanalysis software is the client’s perception of his/her net worth. Is that the […]
Projections in Bukers BTA – Part II
Projections in Bukers BTA – Part II Customizing Your Projections In our last Inside Bukers newsletter, we talked about using the Projections module in Bukers BTA Pro to generate a projection. This time we will talk about customizing your projection. There are several things you can do to customize your projections. You can change the […]
Projections in Bukers BTA – Part I
Projections in Bukers BTA – Part I The projections module in Bukers BTA is a powerful tool that lets you select from 4 different methods and generate up to 5 years of projections for your borrower. Plus, you can generate as many as you’d like for each borrower. Once generated, you have the ability to […]
Debt Payment Calculator in Bukers Taxanalysis
Debt Payment Calculator in Bukers Taxanalysis Did you know the debt payment calculators in Bukers Taxanalysis provide multiple options for customization to help you determine your borrower’s ability to repay their loan? They do and we’ll show you how! In Bukers Taxanalysis there are two debt payment calculators. One is for refinanced debt and […]
Spreading Personal Financial Statements
Spreading Personal Financial Statements The Bukers Taxanalysis software isn’t just for spreading personal tax returns. Did you know you can also spread up to 5 years of personal financial statements? Here’s how: Starting a New Personal Financial Statement When you first begin a new file, fill in the borrower information as you normally do. […]
Customizing Charts in Bukers Taxanalysis
Customizing Charts in Bukers Taxanalysis It’s been said a picture is worth a thousand words. And such is the case when it comes to analyzing financial data. In Bukers Taxanalysis, there’s no better visual than our customizable charts. With these charts you can view the specific data you want to see side by side to […]
Creating and Using Templates in Bukers BTA
Creating Templates in Bukers BTA Do you often spread financial statements for companies from the same industry? If so, you may be adding the same sub-accounts to your spreads. Wouldn’t it be nice if you could just open a file and all of the accounts you use are already there and ready for you to […]
Setting Global Cash Flow Preferences
Setting Global Cash Flow Preferences Did you know there are preferences you can set for your global cash flows? Let’s say you want the global to use Total Gross Annual Cash Flow instead of Total Annual Cash Flow Available to Service Debt as the starting point. You can! Perhaps you want to exclude living expenses. […]
Setting Up a Bukers BTA File With Multiple Tax Returns or Financial Statements
Setting Up a Bukers BTA File With Multiple Tax Returns or Financial Statements Setting up your Bukers BTA file is quick and easy if you have two or three tax returns or financial statements to spread. But what if you have several to include in your spread? Read on to see how a simple trick […]
Setting Preferences in Bukers Taxanalysis – Part II
Setting Preferences in Bukers Taxanalysis – Part 2 In our previous newsletter (Setting Preferences in Bukers Taxanalysis – Part 1), we talked about General Preferences in Bukers Taxanalysis. Today we are going to talk about additional preferences found in the software. These include Reports, XLS Options and Warnings. Reports Print in Color – When this […]
Setting Preferences in Bukers Taxanalysis – Part I
Setting Preferences in Bukers Taxanalysis – Part I We occasionally receive calls from software users about certain features of the Taxanalysis software and how to make changes. Often these features can be changed in the Preferences menu. There are four sections of preferences: General, Reports, Warnings and XLS Options. These can all be seen […]