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.
