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Withdrawal Order Optimization

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(@michaellarimer)
Active Member Customer
Joined: 5 years ago
Posts: 8
Topic starter  

I have been investigating the withdrawal order optimization functionality (under Analysis > Optimization)..

The user manual indicates that an actual $ amount would be included if the analysis recommended a change in the withdrawal order...

That would be useful information (instead of looking up the data on a different sheet), but it does not appear for me...

Certainly likely I have missed something...any help is appreciated...



   
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(@smatthews51)
Member Admin
Joined: 5 years ago
Posts: 1140
 

Right, that's a disconnect between the manual and the actual implementation of the tool. I'm working on a small tool enhancement right now and will take a look at adding this feature and then report back here soon.



   
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(@michaellarimer)
Active Member Customer
Joined: 5 years ago
Posts: 8
Topic starter  

@smatthews51

no problem...just wanted to make sure i wasn't going crazy!!



   
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