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Tracking a seller-financed note: spreadsheet vs. Lend.

A spreadsheet works until the note does something ordinary: an extra principal payment, a late month, a balloon. Here is what changes, line by line, when the tracking is built for a note instead of a grid.

Side by side
Side by sideSpreadsheetLend.
Setting it upFree, immediate, and yours. An amortization template takes an afternoon and no one has to approve it.Enter the loan terms once and the schedule is generated, including balloon structures.
Recording a paymentYou type the date and amount. Accurate as long as you remember, and as long as the row lands in the right month.ATH Móvil, Zelle and ACH confirmations are read from forwarded email and matched to the loan automatically; manual entry is still there when you need it.
An extra principal paymentThe remaining rows have to be rebuilt from the new balance. This is where most sheets quietly go wrong.The schedule recalculates from the new balance and the remaining term updates with it.
Interest for the yearA SUM over the interest column, correct only if every row above it is.Totalled from the recorded payments, and the same figure feeds the year-end forms.
What the borrower seesWhatever you send them, when you send it. Usually a screenshot or a verbal answer.Their own portal with balance, payment history and what is due next, so the question stops coming to you.
Year-end formsYou or your CPA transcribe the totals onto the forms by hand.Generated from the payment records already in the account. Your CPA still reviews and files them.
CostFree.From $15/mo, first 60 days free.

Stay on the spreadsheet if the note is short, the payments never vary, and you are comfortable rebuilding the schedule the day one of them does.

A spreadsheet is free and fine for a note that never varies. Lend. earns its price the first time yours does.

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No credit card. Add your first property or note and see the difference on your own numbers.

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