This is based on our discussion in the discord thread from Dec 1, 2022 - Dec 2, 2022 https://discord.com/channels/869222901054857216/1039270706174767125

As Vinay suggested, they want to be able to see how their described plan will work alongside a specific withdrawal strategy (WS). Currently WS mode allows the user to specify how planned Income streams will affect the WS but assumes that planned expenses will equal the WS amount. The feature request has two distinct parts: 1. Show in the annual summary any drift between actual planned expenses and the WS amount. - Surplus spending, when the WS lets you spend more than you planned. - Overage spending, when the planned expenses exceed the WS. - Add a panel to the Summary pane for Withdrawal Strategy, where these numbers are displayed for the current year, and also show a cumulative total. 2. Add options to the Withdrawal Strategy to further customize how overage spending, and surplus spending are treated. - Simply report and accumulate overage spending (Allow WS to work as intended) - Simply report and accumulate surplus spending (Allow WS to work as intended) - Allow user to merge overage spending from the plan (Override WS, to subtract overage from investment balance) - Allow user to merge surplus spending from the plan (Override WS, to reinvest surplus spending into investment balance)

If there is nothing else to add, I’ll create this.