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  • The fundraising start date has passed and there’s a balance for the previous month:
    the carried balance is what it is; at this point things are as accurate as they will ever be.
  • The most recent balance is earlier than the month before the fundraising start date:
    the future carried balance needs to be approximated by multiplying a monthly net change by the number of months between the balance and the fundraising start date; you . (Your Liaison can see this in action in the monthly balances tool).

The previous goal is used for determining monthly net change.

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