Management Information System for IDAs (MIS IDA)

Asset Building

The Management Information System for Individual Development Accounts (MIS IDA) was the first commercial software available to assist organizations with managing IDA programs. MIS IDA is a customized Microsoft® ACCESS application first developed by a team from CSD in 1998 as a research tool for the American Dream Policy Demonstration (ADD) to track demographics and savings of low-income individuals participating in a matched savings (Individual Development Account, IDA) program.

The software was subsequently refined to assist organizations running matched savings programs with program management and to produce account statements for clients showing deposit and accrued match funds on one statement. MIS IDA was unique in that it offered program management and research capacity within the same system. Based on a feasibility study of next generation software needed to support the expansion of the growing IDA field, software firms stepped in to develop internet-based applications that can more widely support the field.

Project Director

Lissa Johnson

Lissa Johnson

CSD Associate Director; Director of Administration and Research;
Co-Director Financial Capability and Asset Building