Fund Balances By Quarter
At times I need to manually calculate/verify a fund's spendable balance. To populate the worksheet I use that means I have to look at 12 different quarterly statements to get the values for 12 quarter rolling average. Would love a way to get 12 quarters of balances with one click.
Brent Winkelman
shared this idea
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Michele Jeican
commented
I would love this option as well as the ability to run a report for monthly fund balances for a specified periodl!!!