When I look at the Cashflow > Withdrawals I see unscheduled withdrawals from various accounts:
| Taxable Investments; | X's Tax-Deferred Accounts; | Y's Tax-Deferred Accounts; | Roth IRA; | X's Inherited IRA; | Y's Inherited IRA |
|---|
What is generating these decisions? For instance, what is making the decision to withdraw money from a Roth account rather than other accounts?
(And is the Cashflow>Withdrawal page the best places to look if my overall aim is to get a sense of the specific sources of income/account transfer to fund overall spending?)
@jkandell I'd say that it's a combination of the Cashflow Statement and the Withdrawals pages that are the best places to look to get a sense of your income/expenses/account transfers. The decision to draw money from one account versus another in periods of negative cash flow is governed by your settings on the Build > Financial Assets > Management > Withdrawal Priority page.
Stuart
