TicklerTrax

  • TicklerTrax
 

TicklerTrax™ Exception Spreadsheet

Downloaded 1,000+ Times

Looking for a free spreadsheet to track your financial institution’s exceptions? TicklerTrax might be the perfect tool for you! We’ve taken some of the basic logic from our top-rated exception management software and boiled it down into a simple, yet effective spreadsheet. After adding your branches, exception types, and lender information, you can start tracking missing and expiring documents. Your data then flows into an elegantly-designed summary dashboard, packed full of helpful charts and graphs. Never overlook a document again!

Easily Add New Exceptions

Submit a simple form in the spreadsheet to add a new exception.

View & Track Exceptions

See which lenders, branches, or document types have the most exceptions.

Simplify Reporting

The spreadsheet’s intuitive dashboard helps you quickly refine your reporting process.

1,000+ Downloads
Since 2018

Join more than 1,000 banking professionals who have downloaded TicklerTrax, a free tickler spreadsheet from bank technology company AccuSystems. Be sure to check out our other exception tracking products by requesting a free demo of our tools.

Download Information

Welcome to the TicklerTrax™ download page. Before you get your free copy of TicklerTrax, we thought you might want to learn a little more about our other products. As great as TicklerTrax is, it’s still a spreadsheet. To properly manage your financial institution’s exceptions, you deserve so much more. That’s why we’ve built our AccuAccount and Tickler products. AccuAccount is used by 15,000+ bankers worldwide to manage more than 2.1 million commercial loans and $100 billion+ in assets.

In order to download this file, you will need to have the Microsoft Office Suite (2010/2013/2016) installed on a Windows computer.

This spreadsheet runs using the Microsoft Excel program. Please note that this spreadsheet requires the use of macros, so please check with your IT department before installing. For a brief tutorial about how to use this resource, click here.

Check Out Our Other Tools

Tired of spreadsheets?

AccuSystems also offers a suite of enterprise software solutions, trusted by more than 15,000 bankers across the United States. Schedule a free demo to learn how our software can help you reduce exceptions, improve efficiency, and elevate the performance of your financial institution.

Schedule a free demo

Imaging Software for Loan Administrators

See Our Software in Action

Register for the next AccuAccount Live, our interactive (and free!) software demo webinar. Learn how AccuAccount integrates to 30+ core systems and loan origination systems, streamlines imaging, and automates exception tracking and audit preparation for 15,000+ bankers.