If a fund is endowed, you can track its principal and spendable balance by checking the Endowed and Track Spendable boxes. It will display at the fund level and the spendable balance will also be listed on the fund advisor portal.
A non-endowed fund can also track the spendable balance.
To address these scenarios, CommunitySuite will calculate the spendable balance within a fund and display the amount in the fund and the fund advisor portal (i.e. distributions, which are also called spending policies, and donations toward the spendable of a fund).
The spendable balance displays in the Restrictions section of a fund record.
Fund Advisor Portal View
The spendable balance displays on a fund's home page in the fund advisor portal.