distribution types and calculations
In the Distribution Types, allow for "Calculations Base" using a combination of Principal AND Default. That would allow us to weed out funds that a donor has added to their fund to be held as spendable (ie, a quasi endowment fund that also has some endowment).
When selecting your distribution types, you can now use a calculation base accounts.
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Amy Owen commented
Thanks for that. We'll give that a look-see!
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Tiffany Peterson commented
We have added a Distribution type and a secondary distribution type to the same fund. We have one set to principal and one set to Equity/Default. This way we calculate without having to include the inflated spendable balances on some funds. This is our workaround. Select both spending policies to run at the same time.