- Go to MoneySMARTS on the main menu. Click here to find out how.
- Select MoneySMARTS -> Monthly Reporting -> Regular Spending.
- You will see here your month’s cash position minus the original starting cash position minus the current month’s yearly remaining provisioning total.
- This is the current month’s monthly actual surplus minus the current month’s targeted monthly surplus.
- This is your current month’s accumulated actual surplus minus the previous month’s accumulated surplus.
- This is your month-to-month rolling balance of your Primary (Offset or high-interest savings) account. It’s the accumulation of the monthly surplus balances, either adding (surplus) to our subtracting (deficit) from the previous month’s balance added together with your remaining provisioning total.
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