New Vehicle Loans - YTD Charge offs

Acct Code

Description

Tip for pulling data stored in CU*BASE

550C1

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.

One possible method is to run Tool #788 Selective Loan Information Report with Output format Trial Balance by quarter end date. Select the designated loan category code(s) for written off loans (i.e.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.

Another method is to use Tool #476 Loan Write-off/Charge-off History Dashbd. 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/charged off loans.

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