Setting Up Interest-Bearing Deposit Rate Sheets

Use this information to set up rate sheets for interest-bearing deposits.

1. Navigate to Pricing > Rate Sheets.
2. Open the rate sheet that you want to work with by selecting its name in the Rate Sheet Set Name column.
   To create the rate sheet, select Add to open the Add Rate Sheet Set window.
3. Select an editable cell in the tier table that you want to modify.
   
   

   

   
   
   • Select Add to add tiers.
   • Select Delete to remove tiers.

     You can edit the lower limit of the tiers to suit the financial institution's tier sets. The upper limit of each tier determines the lower limit of the next highest tier.

4. Use the Rate Paid column to enter the rate paid for that tier range.
5. Select Save when the tiers and the rate offered for the tiers are set.
   The remaining field calculations appear.