Main Menu | Adv. Income Shock | Assumptions | Growth
The Growth tab provides the user with the ability to project future balance sheet volumes. The number of periods displayed is 24 months.
Advanced Income Shock module has a number of unique icons to indicate specific functionality. These icons are seen in both the tree view to the left and the grid to the right.
This icon, when displayed on an account or subtotal account, indicates that no growth assumption was made for the account and the default of "Current Balance" is applied to all projection periods.
- This icon indicates that a growth assumption was made to the particular account or subtotal on which it is displayed.
-This icon indicates assumption on the account has been made at the bank level. You will see this icon if you have selected a branch tab. This icon is used in the following tabs: Growth, Reinvestment, PrePayments, and Discount.
- This icon indicates assumption on the account has been made at the branch level. You will see this icon at the bank level. This icon is used in the following tabs: Growth, Reinvestment, Prepayment, and Discount.
This icon indicates that growth assumptions were derived from the automatic distribution of an assumption that was made to an account at a higher level in the account structure.
This is called a summation icon. It indicates that the account's assumptions were changed due to a summation process. This process is required anytime an assumption is made to an account at a lower level in the account structure. The change made will be summed back up to the top of the account structure.
- A question mark indicates an assumption has not been updated in 3 months.
The right half of the screen or grid shows the projections for the currently selected account. By default, the volumes displayed will be in blue font, meaning that the grid is in a read-only mode. To change any of the projected volumes, right click on an account in the chart of accounts grid and select Enter Balances or one of the utility functions from the popup menu.