Personalized budget worksheet fits your accounting practices.

The TCT Margin Management Tool is comprised of four distinct functions:

  • Budgeting
  • Variance Reporting
  • Deposit Pricing
  • Equity Management

The combination of the four functions in one tool increases efficiency as the input of monthly data updates all four tools at once.

Easy-to-use format provides a three year budgeting outlook.

The tools primary function is the creation of an internal metric for setting and maintaining deposit rates and budgeting.

Complementing the model, are an Equity Restoration & Retention function and a Budget Analysis and Tracking function. The combination of this information is very important to regulators and credit union executives alike.

Clients report they can create a useful budget in less than one hour.

The merging of these functions creates one user-friendly tool to monitor budgeting, equity, deposit pricing and allowing clients to achieve balance in their overall financial statement management.

Did you know all of our solutions are interconnected?

Learn how they work together to increase your managerial effectiveness.

How It Works