The CU/BUDGET-ware® System is used by hundreds of CUs to develop a comprehensive balance sheet driven budget and multi-year Strategic Plan. Monthly and year-to-date Actual vs. Budget Income Variance Reports assist managers in evaluating how their actual income, ratios, balance sheet, and performance compares with the budget.

The CU/BUDGET-ware® System is linked with CU/ALM-ware but is sold separately since some CUs only need an ALM or a Budgeting solution.

Download a demo of CU/BUDGET-ware Level II

Contact our office to obtain the activation code for the Budget Demo.

Budgeting & Strategic Planning

Budgeting is one of the most critical aspects of financial management. The budget represents a “battle plan” for the coming year or budget period. But a primary benefit of budgeting is also the thought process that underlies its development. Management teams must think about where they are, where they are going, and how they are going to get there. CU/BUDGET-ware was designed to facilitate this process and enable the user to create a detailed budget in a few hours.

Level I

Level I focuses on the forecasted financial statement, income statement and budget versus actual variance reports. An annual growth model or a user- defined model for forecasting may be selected. The effects of the number of days in each month is taken into account. Level I users can upgrade to Level II at anytime without disrupting their budget or variance reports. Brick & Associates can simply email a few files that will allow the user to begin taking advantage of Strategic Planning and other Level II features.

Level II

The Advanced Level II CU/BUDGET-ware System contains the capabilities in Level I plus four additional capabilities. First, Strategic Planning allows for a multi-period budget to extend out as long as 5-years. Second, Branch Budgeting is included.  Consolidated Budget Reports show the results of individual Branches combined.  Third, automatic forecasting is available via the Box-Jenkins Time Series approach which forecasts data using advanced techniques.  Finally, the ALM integration feature in Level II allows the loan, investment and deposit runoff to be pulled into the Budget System.

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Sample Budgeting Reports & Pricing

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