Money Movement Analysis

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IMMOV-01

Money Movement Analysis

4505

MEMBER1 to 6, EOM MEMBER1 to 6, ACHIST1 to 6

 

þ As of Month End

¨ Right Now

Current Balance is from right now, all other data is end of month


Click here to magnify

 

Access this screen by selecting Tool #536: Money Movement Analysis.

Want to follow up on member loan payoffs? Use our Building the Factory series to create a marketing campaign from start to finish!

Create full-color PDFs of the data on the screen – PDF Exports

Learn about downloading data to Excel or a comma delimited file

Dashboard Tips – Questions to Ask When Comparing a Dashboard with Another Dashboard or Report

See also: Knowing Your Members CU*BASE Relationship Management Tools

 

Directions on using this screen

While completing a recent 5300 report, you notice that over $3 million has left the credit union since your last report, most of it from your Money Market savings account. You should look into that someday, you think...but it’s so much work, who has the time?

The Money Movement Analysis tool is a member relationship management jewel that lets you quickly compare account status for any group of members or accounts, from any point in time to another, highlighting the members who need your attention most.

Now you can simply ask CU*BASE to identify all members where the Money Market relationship was significantly different, and you would instantly have a member contact list identifying the member relationships you need to either rebuild or contact with a message of appreciation.

Analyze, manage, and harvest the yields of paying attention to the movement of money in your credit union.

This feature lets you compare two timeframes: where you sit today versus where you were at a selected point in time. Use the Comparison month field to enter the point in time to which you are comparing today’s status. In the sample above, current balances as of October 29 are being compared to September+ end-of-month balances.

Now that you have points A and B, who are you interested in? Use the Amount field to enter the variation amount. For example, maybe you want a list of all of the people whose account status today is different by $100,000 than it was in the past. You would get a list of people who have either $100,000 more or $100,000 less in their accounts.

Using this Screen

You must select at least one Dividend Application, CD Application Type or Loan Category. Click the Select button to select your desired items. Learn more about using the selection screen. Press Enter to view the results. Use Show All In/Out (F11) to see only the people with more, or with less. If $100,000 is not the right number, simply enter a different dollar amount and use Enter to refresh the screen.

To see additional details about an individual account situation, select the account in the list and use the Details option to move to the detail screen.

Field Descriptions

Field Name

Description

Amount

Enter a dollar amount in this field. If you enter 20,000 in this field, only accounts with 20,000 more or 20,000 less in their accounts are shown on the screen.

Comparison Month

Enter the month that whose data you want to compare to. This date’s data is compared to today’s data.

Dividend application/CD application/loan category

Select from these options to show what type of accounts you would like to view. Select between a specific dividend application, CD application, or loan type.

Options

Option

Description

Inquiry

Select an account and choose this option to move to a Member Inquiry screen that shows you information on all the member’s active accounts.

Detail

Select this option to go to the detail screen to view the specific transactions.

Buttons

Button

Description

Sort Name/Sort Account/Sort Shift (F6)

Use this button to toggle between sorting the list by name, by account number, or by shift amount (the default).

Export (F9)

Use Export to create a database file of member account numbers.

Member Connect (F10)

After creating a database file using the Export feature, use this button to contact those members.

Toggle All/In/Out (F11)

Use this to toggle between all accounts, accounts, accounts with money moving in, and money moving out.

 

 

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#IMMOV-01.htm