I’ve been using the Retirement Planner sheet for a while, and I have noticed as the year moves on and my “current” year’s balance in the table below the graph changes, it still assumes the same growth even if there’s only one month left in the year. For example, if it was December 31st and my balance was $100,000 with an investment growth rate set at 7%, it will still say I will end the year with $107,000 even though that’s probably not going to happen by midnight. Is there a way to prorate that growth depending on where in the year we currently are?
@mcgrisham - You are correct.
I updated this sheet to corectly calculate by month and also added more options and granularity for the Investment Adjustments…
Hope this helps.