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Sample Screen - Schedule Cover Sheet
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Other Sample Screens
Results Summary
Results Summary Cont.
Detail Schedule
Client Questionnaire
Early Payoff Options
Schedule Cover Sheet
| What is the recommended number of credit cards for the average consumer?
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| Three or four. One for little stuff, one for big stuff,
and one for emergencies. If you use credit cards for business purposes, then get a fourth card.
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| source: CARDWEB.com
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- The schedule cover shows client and firm information.
Schedule Cover Sheet Details:
- Client Name and Address
- Prepared By and Report Date
- Firm Information
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| How do you calculate the average daily balance?
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| You simply add the balance for each day during the
billing cycle and then divide by the number of days in the billing cycle. For example, you have a $0 balance for the first 15
days of the billing cycle and then make a $3,000 purchase on the 16th day of a 30-day billing cycle. Your average daily balance
would $1500 ([$0 x 15 days] + [$3,000 x 15 days] = $45,000 / 30 days = $1,500).
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| source: CARDWEB.com
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