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.
Summary of Deposits survey due by July 31
The FDIC, in FIL-39-2021, reminded all FDIC insured institutions with branches that its annual Summary of Deposits survey must be completed and filed no later than July 31, 2021. Institutions with a main office and no branches are exempt.