Quick Tips

Josh Kohn avatar Gio Mantovani avatar Brendan Mannion avatar
13 articles in this collection
Written by Josh Kohn, Gio Mantovani, and Brendan Mannion

Setting your Profile as of date

Control the date that your profile defaults to on your profile summary
Gio Mantovani avatar
Written by Gio Mantovani
Updated this week

See Issue Allocation by Fund, Purpose and 4th Dimension Splits

DebtBook allows you to see your issue allocation splits by Fund, Purpose and an optional 4th Dimension
Brendan Mannion avatar
Written by Brendan Mannion
Updated over a week ago

Actuals Reporting and Payment Reporting Settings

DebtBook allows you to confirm the par outstanding as of a specific point in time in order to allow reporting notes to show actual payments
Josh Kohn avatar
Written by Josh Kohn
Updated over a week ago

GFOA End The Acronym Initiative

GFOA is asking us to stop using the four-letter acronym commonly associated with the Comprehensive Annual Financial Report.
Josh Kohn avatar
Written by Josh Kohn
Updated over a week ago

Resetting a forgotten password

Accidentally (hopefully not intentionally) forget your DebtBook password? Follow these easy steps to reset your password.
Gio Mantovani avatar
Written by Gio Mantovani
Updated over a week ago

Type, Fund, Purpose or "4th Dimension"

Organize issues by Type, Fund, Purpose, and if needed, a Variable "4th Dimension"
Josh Kohn avatar
Written by Josh Kohn
Updated over a week ago

Milestones

Milestones provide an interactive timeline of significant events in your debt portfolio
Brendan Mannion avatar
Written by Brendan Mannion
Updated over a week ago

Email Notifications

Milestone Notifications allow you to schedule e-mail notifications for upcoming milestones in your debt portfolio
Brendan Mannion avatar
Written by Brendan Mannion
Updated over a week ago

Change As of Date and Frequency

You can change the as-of date and the frequency of payments which you see your debt service schedule.
Josh Kohn avatar
Written by Josh Kohn
Updated over a week ago

Accrued Interest

See accrued interest and expenses at the issue detail level and export to excel with formatted journal entries.
Josh Kohn avatar
Written by Josh Kohn
Updated over a week ago

Search by Series or Description

Find any Issue using free text search
Josh Kohn avatar
Written by Josh Kohn
Updated over a week ago

Refundings

Track refunded and refunding bonds' updated amortizations and the relationship between each other.
Josh Kohn avatar
Written by Josh Kohn
Updated over a week ago

Rounding Methodology

DebtBook rounding, allocations and interest calculations and Standard of Accuracy; Truncation.
Josh Kohn avatar
Written by Josh Kohn
Updated over a week ago