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.
Financial literacy reform efforts continue
Treasury and the Financial Literacy and Education Commission (FLEC) yesterday released the Commission's report on Federal Financial Literacy Reform: Coordinating and Improving Financial Literacy Efforts. The report highlights the importance of financial literacy and education for all Americans, identifies ways to efficiently and effectively deliver financial education, and recommends actions to improve federal efforts to build financial capacity for consumers and communities.
- Treasury press release
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