Spreadsheet · digital-templates

CoopDesk PH - Google Sheets Edition

Share capital, savings, loans, and equity per member on one board.

Google Sheets 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.

One-time price₱399
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Product overview

Know what happens next.

Google Sheets 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.

Product typeSpreadsheet
Categorydigital-templates
DeliveryDownload link by email
Filecoopdesk-ph-google-sheets.zip · 203 KB
Version1.0
LicensePersonal one-business license
Account requiredNo, guest checkout is available
Details

What to know before you use it.

Google Sheets 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.

Compatibility

Works with

  • A Google account and current desktop Google Sheets
  • Philippine peso reporting
  • Asia/Manila date examples
Before you start

Requirements

  • A Google account and current desktop Google Sheets
  • Basic source records for the workflow
Product questions

Before you buy

Are the other editions included?

No. This delivery contains only the separately sold Google Sheets 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.

Supporting guide

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 cover
digital-templates

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
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