• Simple to use Excel worksheet
  • Complete with graphs
  • Proforma income statements
  • Budget to actual reports
  Forecast your operations  

Simple Excel worksheet:

  • Forecast loan interest income, dividend expense and investment income on projected balances

  • Project operating expenses based on detail levels you deem necessary for your credit union

What our clients are saying:

  • Excellent product - easy and fast!
  • I don't see why all other credit unions don't use this.   With CUtoolkit, you don't need to hire another employee to manage your CD investment portfolio.

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