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Year-End Review spreadsheet

Get the spreadsheet for your conference.

A version tailored to your conference's rules. Applies the apportionment formula to last year's Table II line by line and shows the dollar delta — if something's classified wrong, you'll see it before you file.

Rio Texas is supported. Subscribe once and download the spreadsheet from your account — plus year-round access to the Scenario and Budget Planner.

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What's inside
  • Every expense subcategory pre-classified with your conference's rule
  • Citation alongside each rule, defensible with any auditor
  • Live summary: total, included in base, excluded, needs-review
  • Budget × base → estimated apportionment from your included total
  • Re-issued whenever your conference's rules change
Want to see the rules engine before you subscribe? Try the Scenario tool — classify a single expense and see the apportionment delta live.