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    Is there an easy way to compare my spending policy calculation to my fund balances?
    • 31 May 2023
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    Is there an easy way to compare my spending policy calculation to my fund balances?

    • Updated on 31 May 2023
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    Article summary

    I don't want to cause my funds to go underwater.  How can I compare my new spending calculation to the fund balances?

    Answer:
    When you calculate your spending policy, you have an option to export the quarterly balances.  Along with the quarterly balances you also get the values of each of your fund balances.  This allows you to perform Excel calculations to determine if your spending policy calculation will be greater than the accumulated earning number.  In the screenshot below, the Export Quarter Detail box is checked and the associated File field is filled out.


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