CoopDesk PH - Microsoft Excel Edition
Share capital, savings, loans, and equity per member on one board.
Microsoft Excel Edition: Track members with share capital, savings deposits and withdrawals, loans with interest and monthly amortisation, repayments, member equity, a loan limit checked against that equity, and a dividend and patronage allocation at period end.
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Microsoft Excel Edition: Track members with share capital, savings deposits and withdrawals, loans with interest and monthly amortisation, repayments, member equity, a loan limit checked against that equity, and a dividend and patronage allocation at period end.
What to know before you use it.
Microsoft Excel Edition: Track members with share capital, savings deposits and withdrawals, loans with interest and monthly amortisation, repayments, member equity, a loan limit checked against that equity, and a dividend and patronage allocation at period end.
Works with
- Microsoft Excel 2019 or newer on Windows or macOS
- Philippine peso reporting
- Asia/Manila date examples
Requirements
- Microsoft Excel 2019 or newer on Windows or macOS
- Basic source records for the workflow
Before you buy
Are the other editions included?
No. This delivery contains only the separately sold Microsoft Excel Edition.
Is this official accounting or regulated software?
No. No CDA registration or reporting compliance, audited financial statements, statutory reserve computation, regulated dividend declaration, credit investigation, collateral appraisal, official receipts, or tax filing.
Can I resell or share it?
No. The license permits internal use and customization for one business only.
Why three times equity as the loan limit?
It is a common starting rule in small cooperatives. The multiple is written into the sheet, and you can change it in the formula if your by-laws set a different one.
Does it compute the statutory reserve?
No. It splits the surplus you enter into the pools you set. Reserve computation and dividend declaration follow your by-laws and the rules of the regulator.
Can a member withdraw more than their savings?
The sheet will let you type it, and the data-quality checks will flag the negative savings balance so it can be corrected.
Learn more before you continue.
Read the linked article for additional context, instructions, or an editorial review of this product.
How to Keep Member Equity, Loans and Dividends Straight in a Small Cooperative
A records routine for small cooperatives and savings and loan groups in the Philippines: track capital and savings per member, compute equity, check loans against it, and split the surplus.
Read the guide