The activity logs allow you to record transfers from the estate accounts to beneficiaries.
Any time you make a distribution to a beneficiary, it’s recorded beside their name under Contacts. You’ll see the icon: $Dist to the left of their name, below the trash icon.
Clicking on the $Dist icon shows you a summary of distributions made to that individual.
Because every estate is so different, it’s very difficult to build a “one size fits all” distribution spreadsheet to track and adjust interim and final distributions to various classes of beneficiaries, based on current market values. We’re still working on this!
Most executors use QE’s Inventory, Asset and Debt Activity Logs and the Distribution Tracker to build out their own distribution spreadsheet. A sample Excel spreadsheet is available in the QE Library.