Set a minimum fund balance
We need a function to establish minimum balance requirements for all of our funds so that spending is halted once the minimum balance has been reached. This is to protect us from allowing a fund to completely spend down before we are able to assess our fees (annually).
3
votes
Lauren Martin
shared this idea
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Reid
commented
Hi - We also like this idea, as we had this happen to us recently. We would like there to be a way to create an alert or something similar. Because once investments came in the fund had a negative balance.