PalitDesk PH - Microsoft Excel Edition
Every deal measured against your own board rate.
Microsoft Excel Edition: Record money changer buys and sells against the posted board rate, see the spread each deal earned, track units held per currency, bank-settled deals, peso float and the counter's cash position.
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Microsoft Excel Edition: Record money changer buys and sells against the posted board rate, see the spread each deal earned, track units held per currency, bank-settled deals, peso float and the counter's cash position.
What to know before you use it.
Microsoft Excel Edition: Record money changer buys and sells against the posted board rate, see the spread each deal earned, track units held per currency, bank-settled deals, peso float and the counter's cash position.
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 BSP reporting, AMLA covered or suspicious transaction reports, no live or automatic exchange rate feed, no customer due diligence or watchlist screening, no remittance sending or receiving, and no bank account reconciliation.
Can I resell or share it?
No. The license permits internal use and customization for one business only.
Does it get live exchange rates?
No. You set your own board buy and sell rates on the currency. Every deal is measured against those.
How do large deals settled by bank work?
Mark the settlement type as Bank and record each transfer against the deal. Paid accumulates until the balance reaches zero.
Does it file BSP or AMLA reports?
No. It records the identification presented for your own file. Regulatory reporting stays outside the workbook.
Learn more before you continue.
Read the linked article for additional context, instructions, or an editorial review of this product.
How a Money Changer Can Track Spread, Currency Position and the Drawer
A records routine for Philippine foreign exchange counters: spread measured against the board rate, units held per currency, and a reconciled peso drawer.
Read the guide