Software Usage Issues

1.      When entering my monthly information in the Data Entry Sheet (D), do I enter my actual monthly or year-to-date figures?

You should always enter year-to-date amounts in the income and expense portion of the (D) sheet.

2.      On the Data Entry Sheet (D), all of our income and expense figures are entered and the net income displayed is incorrect.  What is wrong?

Often times when this happens, the user has not included the provision for loan loss in the total operating expenses (D sheet, row 8).

3.      On the Ratio Sheet, our credit union Size and State are incorrect. How can I change this?

From the toolbar, select Aho, and then Options.  Go to the State drop-down to change your State, or to the Category drop-down to change your Asset Category.  

4.      On the Ratio Sheet, the peer ratios seem to be out of date.

The peer ratios are updated in approximately May and October of each year, when CUNA releases their Operating Ratio & Spread information.  This is the only information that is comprehensive enough to update the ratios.  If you are a current user, you will receive a macro that will update your software with the most current ratios availiable, within a week from the time that CUNA releases the information. 

5.      The numbers and column headings on some worksheets are too small or large to read. How can I adjust this?

Go to the View option on the Main Menu. Choose Zoom and look to see what the percentage is. This can be adjusted for the best view for your computer.

6.      The Balance Sheet (F) does not have the correct amounts for the month I am working on.

Please check to see that you did enter year to date figures in the D sheet and the last column is the correct month you are working with.  If the month is incorrect, use the drop down arrow and choose the correct month.  If asked whether you want to save the information, choose YES.

7.      It's a new year.  Why don't I have a column for my new January data?

Data entry areas for the new year will be contained in the spring release of Insight 2007A, in early February, just in time for your month-end January data.  This is true every year, so that 2008 data entry areas on the D sheet will be contained in Version 2008A, 2009 data entry areas are contained in Version 2009A, and so on.

8.      I can’t see the Monthly sheet.

In the Aho options screen, you can change this setting.  Go to Aho, then Options, and check the box next to Display Monthly sheet.

9.      How do I get Insight to stop using 12/31/XX as the base year, and start using 12/31/XX as the base year?

In B versions of the software, once you have entered December data, go to the D sheet and select Adjust Budget.

10.      I am using Version 2006B.  It is now January 2007.  How do I get 2006 Year End information to show up on the M2 through FT2 sheets, S, L, F, IN, M, and H sheets?

You can display 2006 Year End data in these sheets by following these steps:

a)   Make sure you have the Budget turned on.  (Check your budget status by going to the D sheet and looking at the button near the top right hand corner.  Does it say Budget 2007 on, or Budget 2007 off?  You can toggle it off and on by clicking on the button)

b)   Make sure you have December 2006 Year End data entered. 

c)   Click on Adjust Budget

You will now see that in the M1 - FT1 sheets, and the M2 - FT2 sheets YE 2006 data is referenced.  In the Green tab sheets (S through H), Dec 2006 Actual data is referenced. 

This is true every year, so that 2006 Year End data can be displayed in Version 2007a by following the same steps in January of 2007.

11.      I entered my data and clicked on Adjust Budget.  2006 Year End data is still not displayed on the S, L, F, In, M, and H sheets.  What do I do?

All you need to do is click on the column options button and make sure that under "Display These Years" "2006 Year End" is selected.  Under "Apply to Sheets" on the right side of this menu, select "Apply to all Sheets (S thru In).  These sheets are designed to display only the options you select.

12.  I would like to make changes to some of the formulas in my Insight workbook, but the cells are password protected.  Can you email me the password?

In order to ensure the system integrity of Insight Software, we cannot release the password.

As an alternative, try using the Insight Extract feature.  This feature allows you to export charts and data from the Insight workbook into a separate Excel worksheet.  These sheets are NOT password protected and you can alter them in any way you'd like. This feature is excellent for extracting data and charts to use in other documents.

The Insight Extract by default includes a core group of basic charts, including  the D sheet, M sheet, H sheet, F sheet, IN sheet, Five year projection charts, and Strategic Objective Tracking charts and sheets.