Year Summary Report

Lender Spreadsheet provides a Year Summary report, which will provide you with a full breakdown for a year from your chosen date and a full breakdown of every year of your loan.

If you are looking for a report showing every single payment for the life of your loan, see the Year View report.

It is easy to print your Year Summary report or save it as a pdf file. Learn more about printing and saving to pdf.

Create your Report

Click on the Year Summary worksheet.

To start your report, enter a date in Cell C4. If you don't enter a date, the date will default to the first date payments are due.

In our example, we have entered 1/1/20 in Cell C4.

Enter a date in the Year Summary worksheet to create your report for a year from the date entered

You will see that there is a full breakdown from the date you entered for 1 year.

To see a summary by year for the entire length of the loan, scroll down to the lower section.

Full breakdown of payments for the life of your loan in the lower section up to 30 years summarized by each year

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