All Other Loans - YTD Charge offs

Acct Code

Description

Tip for pulling data stored in CU*BASE

550C

The dollar amount of loans charged off year-to-date by collateral category.

 Include charge offs and recoveries from an overdraft protection program on this line.

This account code was removed by the NCUA in March 2022.

One possible method is to run the Selective Loan Information Report with Output format Trial Balance by quarter end. Select Category code 99 and select the CU*BASE code (G/L#, security code, purpose code) that correlates closest to this NCUA category. In the Date Information section, select Review/Write off with the dates 0101YYYY to quarter end date.

Note: This method will not work if charged off loans are not identified with Loan Category Code 99.

Another method is to use Tool #476 Loan Write-off/Charge-off History Dashboard. Enter Written off between 0101YYYY to quarter end date.  Filter based on the CU*BASE code (Loan purpose, category or security) that correlates closest to this NCUA category.  Use the Analysis button to see totals for written off loans.

One or more automation routines are available for this Account Code. Click to select from the available routines and configure the data.