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Loan Assistant Improvements

The latest release of the Loan Assistant is release 8.0.  It is Excel 2007-2016 compatible

Do the following to get the latest release (Excel 2007 to 2016 compatible) with all the improvements:

  • If you have purchased in the past year, then simply login and download the latest install. You will need your order number and password that were mailed to you.
  • If you are not certain when you purchased or you have lost your login instructions, then go to our lost order number or password page and put in your e-mail address.  New download instructions will be sent to you or you will be provided with a half off upgrade code.
  • If our system couldn't find you, for example your email address has changed, then send us an email!

If your purchase was over a year ago, then go to our past customer discount page to get a half off upgrade coupon.

Latest improvements:

  • Sept 22, 2015 - Released Excel 2016 compatible version
    • It is also backward compatible with Excel 2007-2013.
  • June 24, 2014 - Fixed an Excel bug with dialogs not always appearing in the center of the Excel window if the user has two or more monitors.
  • May 27, 2013 - Minor installation improvements
  • March 7, 2013 - Released Excel 2013 compatible version with ribbon menu for ease if use.  Available all the time with just a click.
  • June 1, 2010 - Release 6.0, Excel 2010 compatible version
  • Feb 4, 2009 - Modified to fix a problem when certain security settings are turned on in Windows Vista
  • May 22, 2008 - Updated the digital signature and minor code modifications needed for some users after doing an service pack (SP) upgrade from Microsoft
  • July 3, 2007 - Digitally signed our installation exe and add-in using a software code signing certificate from Thawte to add another level of security and confidence in our products.  It allows users to maintain macro security on the high security setting in Excel and still run our add-ins. 
  • March 21, 2007 - Version 5 released which is compatible with Excel 2007 and backward compatible to Excel 2003
  • 2005/2006
    • Added in a loan tracking feature to track payments and interest on existing loans
    • Modified the calculations to round to two decimals
    • Added a loan pay comparison (bi-weekly and bi-monthly)  on monthly loans and the flexibility to load as an add-in when Excel is opened.


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