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Amortisation table for Upfront Loan Fees

GerryD

New Member
Amortisation table for Upfront Loan Fees

In short when the Fee is initially received the entire amount is capitalised. 1/60th is then released to the PnL in the first month and the balance over the following 59 months. This process repeats every month. There isn't an interest element in this.

How does one go about creating a run off table with months on the first row going out, and branches in the first column. Fees are received every month across branches, and these are amortised over the next 60 months.

Additionally, once this table is set up how does one go about changing the table if the period is reduced to 48 months or increased to 72 months. So in effect more would be released to the PnL if the period is reduced and vice versa. But importantly, the amount held on the balance sheet at the time of the change, should be spread over the remaining periods of the new term.

Any assistance would be welcome.
 
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