Exception Tracking Spreadsheet (TicklerTrax™)
Downloaded by more than 1,000 bankers. Free Excel spreadsheet to help you track missing and expiring documents for credit and loans, deposits, trusts, and more. Visualize your exception data in interactive charts and graphs. Provided by bank technology vendor, AccuSystems. Download TicklerTrax for free.
Certification of Personal Financial Statement
Sarah Poff of Lowcountry National Bank, Beaufort, SC, recognized that not all financial statements you use, may certify to you that the document is true and correct. What are you supposed to do? She uses this Certification of a Personal Financial Statement form to demonstrate authenticity. She has provided this document for your use as well.
Provided below in Word and PDF formats, you may want to review it in PDF but save the Word files so you can customize it to your needs. To save these files to your computer, right click on link select "Save Target As" in Internet Explorer, "Save Link As" in Firefox or follow your browser's instructions.
First published on 01/01/2006