Hi all,

I feel like every month, I struggle with going through the amount reported for our loans for the Small Business register, so I figured I would try to take a stab at creating a "cheat sheet" for myself, but I would really appreciate your help! I am sure I am missing some stuff and may have even gotten this wrong so feel free to add/edit/improve

[list]
[*]Circumstance Reported Amount
New Loan Note Amount
MTY Extension Loan Balance
Renewal/Extension Loan Balance
Increase Amount of the Increase
Increase with Extension/Renewal maturity date change Amount of increase and Balance
Yearly Review No trigger
• Report only once a year
• Farm/Ag loans: <$500,000
https://www.dallasfed.org/cd/pubs/craloan