Call Report Data, Simplified

QuarterCall presents 5300 Call Report data in an easy format for comparing multiple report cycles.

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Any Credit Union
With QuarterCall you can analyze historical financial health and performance for any credit union included in the 5300 Report data.
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Account Navigation
An expandable tree of account values allows you to “drill down” on areas of interest and easily compare account values across cycles.
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New Features
New features are being added biweekly. Check back soon for features including ratios, new accounts, charting, and group comparisons.

Mission

Improve the accessibility of Call Report data, enabling credit union members to make more informed decisions.

FAQ & Answers

QuarterCall is currently in Beta. The product is undergoing testing and has not yet been officially released. The answers below may help you decide if QuarterCall may be useful for you in its current stage of development, or in the future.
QuarterCall uses data provided by the National Credit Union Administration (NCUA). The data is updated swiftly once the NCUA releases a new quarterly 5300 Call Report.
We hope that presenting a Beta version of the software will allow us to collect valuable user feedback. While QuarterCall is in Beta, we cannot guarantee the accuracy of the data and we do not recommend using the Beta version for financial decision-making.
The official release is planned for Q2-Q3 of 2020. Our current roadmap includes ratios, charts, and peer comparison functionality.
Yes, in addition to the existing clickable account hierarchy, the following new features are planned for the official release:
  • Group comparisons
  • Graphs and charts
  • Ratios
Still have unanswered questions? Get in touch
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