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Where is the Overall Withdrawal Rate?

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(@wunch404)
Active Member
Joined: 4 years ago
Posts: 8
Topic starter  

Hello, I am a long time Gold user and recently moved to the online version. The Gold Excel version has an Overall Withdrawal rate (%) shown by year under Tabular Projections -> Account Summary. I cannot seem to find the same metric with the online version. It is probably there, but I must be overlooking it. So, where is the Overall Withdrawal Rate shown on the Online version? Thank you!


   
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(@boomdaddy3)
Eminent Member
Joined: 4 years ago
Posts: 25
 

@wunch404

Go to Review-Expenses-Expense Statement and you will see Essential & Overall Spending Rates in the last 2 columns.

Also check Review-Cash Flow-Withdrawals - the third column has Overall Withdrawal Rate.

Hope this helps!


   
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(@wunch404)
Active Member
Joined: 4 years ago
Posts: 8
Topic starter  

Hi George, Thank you! Review > Cash Flow > Withdrawals has what I was looking for. How much (in %) is withdrawn from accounts each year.


   
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(@boomdaddy3)
Eminent Member
Joined: 4 years ago
Posts: 25
 

@wunch404 Review>Tabular Projections>Expenses shows Essential and Overall Spending as a % of your account balances at the beginning of the year.

I don't know where is shows it percentage withdrawn from each account ... Review>Tabular Projections>Account Statements shows the amounts withdrawn from all accounts each year. You'll have to do the math. You can export any tabular report to Excel and manipulate it there.


   
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