Review by Period |
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The first review screen shows the volume, income, and yield for the currently selected account over all projection periods. The budget simulation to which the income applies is selected via the radio box control. It defaults to the first budget simulation.
Volume - This column contains the volumes left after prepayments have been subtracted and the addition of reinvestment volumes for each period.
Income - The income shown on this screen is the combined income from the current items on the book as well as from the reinvestment generated to reach the target volumes set in the growth screen. To display the income at a more detailed level, select an individual account and select the View Detail button.
Yield - This is the yield derived from the existing balances, prepayments plus the reinvestment projected balance results.
Show History - When this box is checked, the history starts at the beginning of the previous fiscal year showing data in 12 month increments within each time period grid. This allows you to compare the previous fiscal year with the current fiscal year data. The historical data will be displayed in a blue font.
Average/Ending - Volumes can be displayed in average or ending balances.
Simulation - By clicking on the radio button, you can select the budget simulation and display its resulting data. The default is the first listed budget of active simulations set up.
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