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.
CFPB selects Your Money, Your Goals cohort
The CFPB has announced the selection of thirty organizations to join the Your Money, Your Goals cohort. These organizations will receive training and technical assistance on how to use the Bureau's Your Money, Your Goals financial empowerment materials. The new cohort includes federal, state, and local government agencies, organizations working in native communities, social services, legal aid, faith-based, and worker organizations, as well as organizations serving people with disabilities.
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