Home > Products > QuikCalc Office Edition >

QuikCalc Office Edition V7.0

A Complete Loan Tracking Solution

QuikCalc Amortization Office Edition is an essential financial management tool for your small to mid-size office. The Office Edition's Client Manager allows an unlimited number of users to access an unlimited number of loans and schedules for an unlimited number of clients using a single unified interface. This edition also includes all of the Premium Edition's features including our dynamic amortization schedules and payment grids, as well as Amortization Schedules Plus! that allows you to see the effect of adding, skipping or changing any payment. The Loan Manager gives you powerful loan management and projection capabilities. You can track the status of all your company's loans including terms, interest rates, payments made and projections of payments to be made. You can track insurance, tax and interest escrow and assess late fees and penalties. As well, you can print Payment Receipts for your customers, and calculate payout amounts for a specific date.

Click Here to Expand All
QuikCalc Office Edition Benefits
Click Here to Expand

QuikCalc Office Edition is a networkable, powerful, user friendly tool that allows you to create flexible amortization schedules, plus track the most complex of loans for your company.

Track any number of loans to the penny. You can track missed, late, early, extra and lump sum payments with the Loan Manager. This way you will always know exactly what is owed.
View Screen Shot #1 View Screen Shot #2

Have you lent money and they sometimes pay late? If a customer is late in paying, QuikCalc Office Edition allows you to track the extra interest due and assess late fees and penalties. For U.S. Rule (Simple Interest) loans, QuikCalc will also track the interest escrow for you.

Detailed and summary reports are at your fingertips. Generate reports on demand that include annual summaries based upon any corporate year end. If there is a dispute, you have the numbers to back up what you say is owed. You choose the level of detail and the dates between which the report will be generated.

Track the most complex of loans. QuikCalc Office Edition not only can track standard loans, it can also track the most complex of loans including ARM (Adjustable Rate Mortgages) and loans where the terms change including rates and payment types. An example could be a loan that begins as an Interest Only loan then switches after five years to a regular payment loan.

Need Payment Receipts? QuikCalc Office allows you to print payment receipts for your customers that include details of the payments made and outstanding loan balance with loan-to-date totals.

Need to share your data? QuikCalc Office Edition allows you to have any number of users access the data over a network.

Do your payments include more than just principal and interest? If so, QuikCalc can track this for you too including tax and insurance escrow accounts. You can even add your own things to track and specify how frequently they occur and what the amounts are (even as a percentage of many different variables).

Need non-standard schedules? The Amortization Schedules Plus! feature allows you to add any number of extra payments to a schedule, skip payments plus add weekly, monthly or yearly lump sums starting in any year. No longer are you restricted to static tables that generate a schedule that offers no flexibility.
View Screen Shot

Like to play "what if" with a mortgage or loan? Amortization Schedules Plus! is the ultimate tool for this. You can change any parameter affecting your loan including payment amounts and frequencies, interest rates and compounding methods as well as payment types including interest only loans.

Need to generate schedules for interest only or graduated loans? No problem, QuikCalc has eight different payment types including normal, interest only (static and adjusting), increasing (by fixed amount or percentage) and no payment.

Do you need multiple Day Count Conventions? Most amortization programs only generate schedules for 30/360. We include 14 different Day Count Conventions including Actual/Actual that cover almost every type of loan in existence.

Want to create what if scenarios for your clients? See the effect of:

  • Adding any number of extra payments
  • Putting an annual, monthly or weekly lump-sum on the loan starting in any year
  • Skipping/missing payments
  • Late or early payments
  • Late penalties and fees
  • Insurance, Tax and Interest Escrow
  • Different payment types including interest only
  • Various Day Count Conventions including 30/360 and Actual/Actual
  • Different compounding methods including U.S. Rule (Simple Interest) and Canadian mortgages
  • Changing any payment amount
  • Switching to accelerated payments
  • Renegotiating interest rates
  • And much more!
  • View Screen Shot

< Back to Benefits

Office Edition Features
Click Here to Expand

QuikCalc Office Edition all of the features you will need to track the most complex loans to the penny as fell as the robust reporting capabilities your business needs including receipts and payment coupons.

Client Manager
The Client Manager provides a single, unified interface from which you can access all of your clients' loans, schedules and grids saved in the system. More >>

Loan Manager
This powerful feature allows you to track, to the penny, all of your company's loans. It allows you to vary the terms and interest rates by date range as well as track payments and escrow accounts. Enter the payment amounts and dates to see the exact impact on interest. You can also split payments to include taxes, insurance, late fees and penalties. More >>

Amortization Schedules Plus!
With this tool you can see the affect of any number of extra payments at any time and individually override any payment amount. You can also add lump sum payments starting in any year at almost any interval and immediately see the effect of different payment frequencies and interest rates on your overall interest costs and loan retirement time. More >>

Solve for Missing Number Calculator
The Solve for Missing Number calculator allows you to enter your known values and solve for the missing payment amount, loan amount, interest rate or amortization period. More >>

Payment Grids
Quickly create not just loan payment tables but five different grid configurations allow you to quickly see at a glance the impact of loan amounts, interest rates and payment amounts. More >>

Financial Calculators
We've included dozens of powerful financial calculators to help you solve most common financial calculations. More >>

Detailed Reports
Detailed reports are available that will allow you to see on paper varying levels of detail on the loans, schedules or grids stored in the system. More >>

Just a few more of the key features:

Unlimited number of users can have access (a license must be purchased for each individual--see below for discount pricing)
Unlimited number of clients can be managed using the Client Manager
Unlimited number of schedules and loans can be stored on a per client basis

Compatible with US & Canadian mortgages, U.S. Rule (Simple Interest) loans, car loans, business loans, debt-consolidation loans, student loans and more

  

Collection Report allows you to see a list of all upcoming or overdue payments
   Borrower Listing allows you to see a list of all borrowers and their current loan statuses
   Create Payment Coupons to help your borrowers make their payments on time
   Optionally print Payment Receipts for your customers
   Powerful Loan Manager tracks actual loans including the varying terms, interest rates and payments made and to be made

  

Easy to use Amortization Schedules include principal and interest breakdowns with running totals of interest paid and principal remaining

  

Flexible Planning with Amortization Schedules Plus! Allows you to see the effect of adding, skipping or changing any payment. Includes weekly, monthly and annual lump-sum payments starting in any year

  

See the effect of skipping, changing or adding any number of payments

  

See the effect of negative amortization

  

Handles infrequent and irregular payment amounts

  

Calculate a payout amount for the loan as of a specific date using the Loan Manager

  

Solve for missing number calculator allows you to enter your known values and solve for the payment amount, loan amount, interest rate or amortization period

  

Loan Terms Tracking

  

Interest Rate Tracking

  

Payment Tracking and Projections including insurance/tax/interest escrow plus assess late fees/penalties

  

Dynamic Payment Grids including five different grid configurations allowing you to solve for most missing variables

  

Associate a name, address and phone number with your loans

  

Dozens of Easy to Use Calculators

  

Detailed Reports including annual summaries. Allows you to specify a date range when printing

  

Save your grids and schedules for future use

  

Create schedules and loans directly from the Solve for Missing Number calculator

  

Create loans directly from the Amortization Schedule windows

  

Keep notes and track check numbers on individual payments

< Back to Features

Client Manager

The Client Manager is an unified interface that allows you to manage all of your client loans. From here you can generate detailed summary reports on all of your client loans as well as associate loans, schedules and grids with the client record.
View Screen Shot #1 View Screen Shot #2

Powerful Loan Manager

QuikCalc Office Edition can be used for tracking and projecting the most complex of loans. Place all of your loans in QuikCalc to track to the penny what the status of the loan was, is and will be. You can project forward all of your payments, see the affect of extra, late, early and missed payments as well as lump sum payments and payment increases. You can even track insurance, tax and interest escrow accounts and assess late fees or penalties.
View Screen Shot #1 View Screen Shot #2

The Loan Manager allows you to:

Add any number of extra payments including negative amounts that get added to the outstanding balance (sometimes known as draws)
Schedule an annual, monthly or weekly lump-sum on the loan starting in any year
Skip or miss payments
Record late or early payments
Assess late penalties/fees
Track Insurance/Tax/Interest Escrow
Create loans with different payment types including interest only
Use various Day Count Conventions including 30/360 and Actual/Actual
Use different compounding methods including U.S. Rule (Simple Interest) and Canadian mortgages
Track the actual payment amount and payment date
Switch to accelerated payments including bi-weekly and weekly accelerated loans
Track varying interest rates by date range
Add your own custom one-time or repeating charges based upon a fixed amount or percentage of a parameter such as outstanding balance
Calculate loan payout amounts based upon a date you supply then optionally change the schedule to reflect this payout
Record check numbers, payment descriptions and notes on each payment
And much more!

Loan Terms Tracking

Track the various terms of your loan over the entire amortization period. You can even project forward different terms when planning mortgage renewal negotiations. Allows you to change everything about the payment terms including the day count convention, payment type and compounding type.
View Screen Shot

Interest Rate Tracking

Track the different interest rates by date range. This is particularly useful for variable rate or ARM loans.

Payment Tracking and Projection

QuikCalc will project all of your payments including what portion is principal and what portion is interest. Mark the payments as paid to track the exact status of your loan or change the projected amounts. Instantly see what interest rates and terms were in affect for any payment. Quickly see the affect of adding any number of extra payments, overriding any payment or adding lump sum payments. This module also calculates initial interest payments at the start of traditional mortgages and balloon payments. You can also track various escrow accounts and assess late fees and penalties.
View Screen Shot

< Back to Features

Flexible Amortization Schedules

Create and save any number of amortization schedules

Allows you to set the loan amount, interest rate, payment frequency (including accelerated payments) and interest compounding frequency

Includes principal/interest breakdowns along with running totals of interest paid and principal owing

Change any scheduled payment amount

Add any number of extra payments
Skip scheduled payments
Any payment frequency including monthly, bi-weekly and weekly

Allows annual, monthly or weekly lump-sum payments starting in any year

Allows you to print your schedule in 5 different formats and specify a date range for the years to print

Different compounding methods include U.S. Rule (Simple Interest) and Canadian mortgages

Specify a start date for the schedule or use generic time references

Allows any of 14 different Day Count Conventions including 30/360, Actual/Actual, 30/365 and Actual/360

Before and After display shows the effect of the latest changes

Undo and Redo buttons allow you to go back and forth through your calculation changes

New Compare button allows you to compare the existing schedule with another saved schedule

Create schedules for various different payment types including interest only, fixed principal + interest, Increment by dollar (Dollar Step) and Increment by Percentage (Percent Step)
Handles negative amortization

Five different report formats can be printed for different date ranges using specific from and to dates

Annual reports can be summarized based upon any fiscal year end showing interest and principal paid during the year
Create Loan Manager loans based upon your schedule with the click of a button to save time

View Screen Shot

< Back to Features

Solve for Missing Number Calculator

The Solve for Missing Number calculator allows you to enter your known values and solve for the payment amount, loan amount, interest rate or amortization period. Simply enter what you know and click on the calculator icon beside the parameter you don't know and QuikCalc will immediately solve for the missing number. Once finished, you can create a schedule or loan using the calculated parameters with the click of a button.
View Screen Shot

< Back to Features

Dynamic Payment Grids

The Payment Grids tool allows you to generate grids in five different configurations showing payment and loan amounts based upon various variables along the X and Y axis of the chart. For example, a payment grid with the loan amount on the left and the interest rate across the top. This tool replaces the old mortgage table books that are not flexible enough for today's wide array of loan types.

Change any parameter and instantly see the results.

Five different grid configurations allow you to solve for most missing parameters.

Print them out for when you go to the bank or meet with your real estate agent.

Open any number of these windows and compare side-by-side different payment frequencies, interest rates, compounding, periods and loan amounts.

View screen shot

< Back to Features

Dozens of Easy to Use Calculators

We've included dozens of powerful financial calculators that allow you to quickly calculate many common questions such as Gross Debt Service Ratio and Total Debt Service Ratio that are used to determine what a bank will lend you. We have also included financial calculators that will allow you do almost any calculation you will ever need. Some of the calculators we provide:

Down Payment Amount

Gross Debt Service Ratio

Gross Debt Service Ratio Maximum Amount

House Price from Current Rent

House Price from Payment Amount

Interest Amount

Maximum Loan

Maximum Payment

Mortgage Payment

Principal Amount

Rent Payments Total

Time to Pay Off Accelerated Loan

Total Debt Service Ratio

Total Debt Service Ratio Maximum Amount

Total Interest Paid

Total Paid for Home

Plus many more!

< Back to Features

Detailed Reports

Detailed reports are available that will allow you to see on paper varying levels of detail on the loans, schedules or grids stored in the system. With most, you can specify a date range to print allowing you to see schedules for a specific term or period. As well, annual summary reports allow you to summarize based upon any year end you want, not just the calendar year end. This is especially important for business with corporate year ends other than December 31. You can also save these reports in HTML format which can then be emailed or included in other products such as Microsoft Word and Excel. Here are just some of the reports:

Borrower Listing
Client Reminder Notice
Collection Report
Delinquent Accounts
Incoming Cash Flow - Detail
Incoming Cash Flow - Summary
Outstanding Loans - Detail
Outstanding Loans - Summary
Payment Coupons
Payments Received
Projected Cash Flow - Detail
Projected Cash Flow - Summary
Transactions by Current User
Transaction Summary
Loan Detail Summary Report

Loan Detail Payments Report

Loan Detail Payments Breakdown Report

Loan Detail Annual Summary Report

Loan Detail Annual Summary Payments Report

Loan Detail Annual Summary with Payment Breakdown Report

Loan Detail Payments Report with Notes

Loan Detail Payments Breakdown Report with Notes

Loan Detail Annual Summary Payments Report with Notes

Loan Detail Annual Summary with Payment Breakdown Report with Notes

Amortization Schedule - Payments Only Report

Amortization Schedule - Payment Breakdown Report

Amortization Schedule - Annual Summary

Amortization Schedule - Annual Payment Summary

Amortization Schedule - Annual Payment Breakdown

Payment Grid

Plus more!

< Back to Features

What's New in V7.0
Click Here to Expand

This latest version is the most significant facelift that QuikCalc has ever received and is receiving rave reviews from our customers.

  • New, improved interface!
  • New Tab Bar allows one click access to opened windows.
  • New Notes Tab on the Office Edition Client Manager allows recording of date-based notes.
  • New Client Strip in the Office Edition allows quick access to your clients when creating loans.
  • Home Edition now includes the Loan Manager.
  • Plus dozens of other enhancements requested by our users!
Customer Reviews
Click to Expand

I just wanted to take a minute and thank you for the hands on support that your organization provided to Maaco. The application modifications that we requested were performed with a true willingness to give the customer exactly what they wanted. I believe that those enhancements will provide value to your other customers as well. The program application is currently being used to provide floor planning to three automotive dealerships. I would be very comfortable being a reference to Slateboard if ever the opportunity arose.

Thanks again,

Neil S. Cooper
Chief Financial Officer
Maaco Enterprises, Inc.

We use your software for our Housing Rehabilitation Program. The program involves Grants and low-interest Loans. Your QuikCalc Program is the software that we have chosen to track the financial portion of the program. It has all the tools we need, and is easy to use.

Slateboard excels at their commitment to their clients. I can’t thank you enough for the excellent Customer Technical Support that your company provides. Your support staff has answered every question, walking through the application step-by-step. Many companies say they provide Customer Support but fall short of their promise. Slateboard sets the standard for Customer Service!

I highly recommend Slateboard Software.

Thanks …

Kathleen Newcomer
Borough of Chambersburg
Housing Rehabilitation

"I wanted to let you folks know that the software is great since the changes you made to address my specific problems last year. I find that I use it for many different things, and it helps me greatly with my budgeting and investing decisions. I even found an error my bank made and had it corrected. Sincerely,"

Spring R., Indiana

"I have used it and love it. It allows for 'quirky' payment schemes, i.e. skipping payments, additional principal payments, etc."

Randy B., CPA, Louisiana

"I looked all over the net and couldn't find anything that did what I needed until I found yours."

Nancy W., Bookkeeper, Indiana

"Used your software today and it is really easy to use and very helpful. Thanks!"

Leatha T., Arizona

"I appreciate the quick response."

Hugh H., British Columbia

"You guys rock!"

Shannon S., Minnesota

"Very helpful"

John E., New Zealand

"Thanks! You guys are awesome. I'm impressed with the support!"

Ed T., Texas

"Love the software."

John E., New Zealand

< Back to Customer Reviews

System Requirements & FAQs
Click to Expand

System Requirements

Computer IBM or Compatible Pentium class PC (Pentium II or higher recommended)
Operating System Windows Vista, XP, Windows 2000, or Windows Server 2003
Memory 256 MB of RAM (512 MB RAM recommended)
Hard Disk Space 45 MB free disk space required
Monitor

1024 x 768 resolution or higher recommended (800 x 600 mode available from Edit menu)

Printer (optional) Required to print reports but not to operate program. Any printer supported by Windows

FAQs

Please click below to find answers to these common questions about purchasing.

If you have additional questions, please contact Customer Service via email at sales@slateboard.com.

How soon will I receive my software?
How long will it take to download?
Can I download again if I need to reinstall my software?
I have additional questions about downloading...
How do I update my data from a prior version of QuikCalc?
How do I get help or technical support?
Where can I find information about or purchase the Canadian version of QuikCalc?
Do you have a money back guarantee?

How soon will I receive my software?
If you order a CD-ROM, you can expect to receive it within 5-7 business days. If you purchase via download, the product is immediately available to you when the download process is completed. Note that you can also download when ordering a CD-ROM.

< Back to FAQs

How long will it take to download?
Download times will differ depending on Internet connection speed and other factors. Typically downloads via "high-speed" connections take 1-3 minutes. Downloads via dial-up are usually much slower and can take 20-40 minutes depending upon the connection speed.

< Back to FAQs

Can I download again if I need to reinstall my software?
Yes. Just visit our Downloads section, select Download My Order and after installing use your registration number for full access. I you have lost this number, please email sales@slateboard.com with as much information as possible for us to identify your order and we will send you your code.

< Back to FAQs

I have additional questions about downloading...
For a detailed explanation on how to download, please visit our How to Download Software Over the Internet page.

< Back to FAQs

How do I update my data from a prior version?
If you install on the same machine as your old version, simply run and register your new software. Once successfully set up, go to the File Menu and select the Upgrade My X Database menu item where X is the version number. Only versions you have installed will be displayed. Once selected, your data will be transferred to the new version.

< Back to FAQs

How do I get help or technical support?
Most questions can be answered by reading the online help or QuikStart guides available from the Help menu in your software. If your answer cannot be found there, email support is free for as long as you use your software. Send your question to support@slateboard.com.

< Back to FAQs

Where can I find information or purchase the Canadian version?
All of our software is compatible with Canadian style mortgages and loans. When creating a Canadian mortgage, simply select a Compounding method of Canadian. Note that all prices on this site are in US$ unless otherwise noted.

< Back to FAQs

Do you have a money back guarantee?
QuikCalc is quick and easy to learn and is already in use by thousands of individuals and professionals across the United States and the world. We've been in business for over 10 years and offer a 60 day money back guarantee on all of our software so there is no risk to you! For more details on our money back guarantee, click here.

< Back to FAQs

Compare Editions
Click Here to Expand

The feature grid below will help you decide which edition of QuikCalc is right for you. If you still aren't certain, remember that you can upgrade to any higher edition for the price difference at any time. As well, we have a 60 day money back guarantee on all of our products.

 

QuikCalc
Home Edition

QuikCalc
Plus! Edition
QuikCalc
Premium Edition
QuikCalc
Office Edition
Price $39.95 $69.95 $139.95 $299.95
Fully functional demo available.
Purchase securely on our web site.
Users can share data over a network      
Multiple simultaneous users      
Track your data by client      
Generate Payment Receipts for your clients      
Number of Reports available 19 24 24 48
Print Payment Coupons for your borrowers.  
Includes the Loan Manager


1 Loan Only
 


Up To 5 Loans


Unlimited

Unlimited
Track multiple interest rates    
Track multiple loan terms    
Track Interest/Insurance/Tax escrow accounts.    
Assess late fees or penalties.    
Associate names and addresses with loans    
Track actual payments made    
Specify different interest and payment start dates    
Calculate early payout amounts and optionally update the schedule to reflect that change  
Add, skip and override payments  
Dozens of financial calculators  
Add any number of extra payments  
Put an annual lump-sum payment on your loan starting in any year.  
See effect of skipping any number of payments  
Change any payment amount including your regular payments  
Handles negative amortization  
Multiple Day Count Conventions including 30/360 and Actual/Actual  
Multiple Payment Types including interest only and fixed principal plus interest.  
Allows schedule comparisons.  
Solve for missing number calculator
Payment Grids
Amortization Schedules
Allows U.S. Rule (Simple Interest) loans.
Handles accelerated payments
Handles US and Canadian mortgages
Printable reports including annual summaries
Save grids and schedules for future use
Export reports in HTML
Data file backup and restore
Further Details Click Here Click Here Click Here Click Here

Still Have a Question?

If you still have a question, please contact us and we will be happy to help you decide what edition is right for you. Simply email us at sales@slateboard.com and we will respond shortly.

< Back to Compare Editions

QuikCalc Office Pricing
Click Here to Expand

You must purchase a license for every user who will access QuikCalc Office. Our pricing is scaled to give significant discounts based upon the number of licenses you are purchasing. We sell our licenses in single, 2, 3, 5 and 10 user packs. If you need a number other than this, simply mix and match the packages (e.g. if you need 14 licenses, purchase a 10, 3 and single pack).

Scaled price list for QuikCalc Office Edition
Total # of Users
Price (US$)
1 User
$299.95
2 User Pack
$499.95
3 User Pack
$699.95
5 User Pack
$1,199.95
10 User Pack
$1,999.95

Note that these are one-time prices and there are no recurring charges. If you would like to purchase Office Edition at a low monthly subscription rate that entitles you to free support and upgrades, click here.

If you would like us to put together a custom quote, please contact us at sales@slateboard.com.

Some Facts About Us
Click Here to Expand

Stable
We've been in business since 1994 and have thousands of satisfied clients around the world

Safe
We offer a 60-day unconditional money-back guarantee so there is no risk to you
Satisfaction
QuikCalc has an over 99% satisfaction rate based upon number of refunds requested
Support
We offer unlimited free email support

 

Try the Fully Functional Demo Now!
Click to Expand

Need help making the buying decision? We offer fully functional demos of all of our products. Simply use the links below to try out QuikCalc before buying. Once installed, use the Try Now button for full access. If you are not familiar with downloading software from the Internet, click here for detailed step-by-step instructions.

Click Here to try QuikCalc Home, Plus!, Premium or Office (8.5MB)
PDF of this Page |Print Page| Send Page

Office Edition
$299.95
Available for Immediate Download and on CD-ROM

Need Less Features? Try...
QuikCalc Premium Edition $139.95
QuikCalc Plus! Edition $69.95
QuikCalc Home Edition
$39.95

Available Add-ons:
Corporate Logo Plug-in $59.95

Other Products:
FirstResponse Email Reply Management System
FirstResponse $99.95

Income Needs Analyzer and Net Worth Calculator
Retire! Four Editions starting at $49.95


Debt Elimination & Consolidation Software

DebtCalc Three Editions starting at $39.95

Vehicle Loan vs. Lease Software
VehiCalc Two Editions Starting at $39.95


QuikCalc is quick and easy to learn and is already in use by thousands of individuals and professionals across the United States and the world. We've been in business for over 10 years and offer a 60 day money back guarantee on all of our software so there is no risk to you!

 



Home | Products | Purchase | Downloads | Support | Contact | About
Copyright © 1994-2009 Slateboard Software Inc. All Rights Reserved | Terms
Slateboard Software, FirstResponse, QuikCalc, DebtCalc, Retire! and VehiCalc and the Slateboard Software logo are trademarks of Slateboard Software Inc.