beginning balances

Rollforward of Regular Assets / Retirement Accounts from Year "0"

This situation applies to both subject matters, but I'll just give specific examples using "Retirement Accounts" tab in the spreadsheet output by the program.

One expects the end of year balance to equal the beginning of year balance, plus income, plus contributions, less withdrawals. This works for all years for which all the data is presented, but does not appear to work for Year 1 (beginning balances, as entered manually into the program, are not shown).

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