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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.

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March 2021 Call Report instructions

The FDIC has issued FIL-25-2021 with supplemental instructions for the Consolidated Reports of Condition and Income (Call Report) for the March 31, 2021, report date. Depository institutions are urged to complete as early as possible the preparation, editing, and review of their Call Report data and the submission of these data to the agencies’ Central Data Repository (CDR). Starting the preparation early will help identify and resolve any edit exceptions before the submission deadline. If it's later discovered that any information needs to be revised, institutions are advised to make the appropriate changes to the Call Report data and promptly submit the revised data file to the CDR.

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