How to generate the Income Worksheet

The Bank Statement Income Calculator excel output can be generated via the Books List Overview or the Book Summary page.

Once you’re done making your transactions adjustments, click on the dropdown at the top to navigate to the “Document Manager”

In the upper right-hand corner, click on the arrow next to the “Upload” button and select “Export Bank Statement Income”

You can also print directly from the Book List Overview page by clicking on the ellipses menu on the right-hand side of the loan you wish to generate the Bank Statement Income Calculator output on

From the menu, click on the option for “Export Bank Statement Income”

Once you click on this option, an excel sheet will download within ~10 seconds.