The Insight Planning program uses the previous year-end financial position (12/XX actual), to forecast future asset growth scenarios.

During the forecasting process, the Historical Trends worksheet will provide a basis for determining actual growth trends achieved in previous years.

The desired Target "Vision" growth rate must always be placed in the middle column because all supporting worksheets use the information provided in this column. The other columns are only provided for comparison purposes on the Growth Chart sheet itself.

Use the gray data entry buttons in the Asset Growth Section to test various growth rate scenarios for the credit union.