Bank Smart Code & Common Formulas Dictionary
Integrating Bank Data into Your Analysis with Bank Smart Codes and the Common Formula Glossary
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Bank Smart Codes
Callahan creates and maintains Smart Codes, which are shortcuts to commonly used call report codes and formulas. By using Smart Codes, you can streamline your reporting process without having to memorize complex formulas or search for specific codes.
Not only are Smart Codes available for Credit Unions, but they are also available for Bank codes and formulas, making it easier than ever to analyze data across both sectors. Whether you’re working with Credit Union or Bank data, by using Smart Codes, Callahan analysts will ensure your reports stay up-to-date automatically as codes are added, changed, or retired.
To learn more, explore Callahan's Smart Code Dictionary where you’ll find our full list of credit union-specific codes.
You can differentiate between a credit union Smart Code and a bank Smart Code by looking for a "b" at the beginning of the bank code.
- loans= Credit Union Smart code
- bloans=Bank Smart Code
Peer Pointer!
Want to view Bank Smart Codes alongside Credit Union Smart Codes for the same metric in your custom display? Here's how you can do it:
Example:
To compare Return on Assets for both banks and credit unions, add the formula bROA+ROA to your custom display. This will show you data for bROA (banks) and ROA (credit unions) side by side!
Download the full list of available Bank Smart codes and their credit union counterparts: Bank Smart Code Dictionary
Why can't I find a Smart Code I've been using for credit unions for banks?
The short answer is it might not exist. Credit unions and banks report their data different so there is not always a one to one for every code or formula. Please feel free to reach out to us if you have more questions analystsupport@callahan.com.
Are there codes that are the same for credit unions and banks?
Yes, the Smart Codes assets and ave_assets work for both credit unions and banks.
Is there a code or formula that you frequently use that we don't have in the Smart Code archive?
You can create your own formula shorthand using Custom Smart Codes, learn more in this guide: How To Create Custom Smart Codes
Common Formula Glossary
As you create displays to analyze bank data, Callahan's Common Formula Glossary can be a valuable resource. It consolidates key formulas and account codes used by both banks and credit unions, along with their corresponding names, making it easy to apply the right calculations for your analysis.
Explore these formulas in this downloadable excel: Common Formula Glossary
Note the formulas are categorized by formula type.
Want to Learn More About Bank Data in Peer Suite?
Explore this overview to see how Bank data can enhance your analysis.