Income Trend Analysis Sheet

 

The Income Trend Analysis chart (IA) is a new resource for the planning team to assist in developing the credit union's business plan. The chart helps you to analyze and compare major income trends.

 

All of the figures on the Income Analysis (IA) worksheet pull through from other data entry areas. No data entry is necessary in the Income Analysis worksheet.

 

 

 

 

In the Income Trend Analysis chart (IA), you can review Interest Return on Total Assets

 

 

&ldots;Interest Cost of Total Funds&ldots;

 

 

&ldots;Interest Margin on Total Assets&ldots;

 

 

&ldots;Other Income on Total Assets&ldots;

 

 

&ldots;Total Operating Expense&ldots;

 

 

&ldots;Net Operating Expense&ldots;

 

 

&ldots;Loan Loss Expense...

 

           

&ldots;Net Spread&ldots;

 

 

&ldots;and Other Income to Members.