Could we have an option in the allocation tool to calculate based on average quarterly balance? This would be so much more helpful than average daily balance. Thanks
Yes, this is exactly what I'm looking for! Thanks
Is this what you mean?
Balance as of 3/31/2020: 15,000.00
Balance as of 06/30/2020: 22,500.00
Balance as of 9/30/2020: 10,000.00
Average quarter balance: 15,833.34 (Q1 + Q2 + Q3 = total then total divided by 3)
I ask because I've gotten some different responses on the math. Shoot me back a reply when you get a chance. Thanks!
Financial Edge NXT Product Management
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