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Instructions for use of
Financial Statement
Microsoft Excel Spreadsheet

  1. Click here to open or download ("save as" and save to our computer) the Excel spreadsheet.
  2. Once you have the spreadsheet open, notice it has several "pages" or "tabs" along the bottom area which denote the various pages within the Financial Statement.; DO NOT TYPE ANYTHING in cells highlighted with yellow. These cells contain formulas that interlock thoughout the worksheet As you list your entries on the appropriate schedules, the numbers will total themselves at the bottom of that section/page and carry forward to your front page.
  3. Once you have entered your information, be sure to save the file
    (File, Save as, and then save it to your A: drive on a floppy disk or on your C: drive, the file name would probably include your name, the year and the file extension would be .xls, i.e. farmer03.xls)
  4. At this point you have the completed information at your disposal to print and deliver to the bank or if you wish, attach it in an e-mail directly to your loan officer:
        J Alan Campbell
        Jeff McGuire
    Click on the appropriate link above, enter your subject line "Financial Statement" and click on attachment adding your particular file and where you have it saved (either c:\farmer03.xls or a:\farmer03.xls) Click send and you've electronically transmitted all your financial data without using a stamp!
     
 
 

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