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!
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!
Hi George, Thank you! Review > Cash Flow > Withdrawals has what I was looking for. How much (in %) is withdrawn from accounts each year.
@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I don't know where is shows it percentage withdrawn from each account ...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Account Statements shows the amounts withdrawn from all accounts each year.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.