Income Reporting

[AssetHound]

If I have a monthly amount filled in for income, is it possible to create a custom field that would show me the percentage of total distributions (btw) made versus expected income (btw)? So, if I expect $0.10 per month in the first quarter and I actually get $0.09 per month, this custom field would show 90%.

I have a field now that shows me total distributions (btw) as a percent of expected annual income but, with irregular distribution amounts per month, it is sometimes hard to tell if I am on plan or not.

[Mark]

Hi AssetHound,

There is no built in field that displays exactly this, but you could write your own equation in the Professional/Advisor versions to calculate this. For example:

100.0 * Totaldist_btw / (Projected_annualincome/(365/(ENDDAYS()-STARTDAYS())))

would give you what you're describing.

[AssetHound]

Perfect. Thanks.