100+ votes :bulb: Option to link accounts for real-time balance updates 185 57 :speech_balloon: Enable Two-factor Authentication 129 20 :speech_balloon: Family account 114 10 :speech_balloon: Enhancement to RSU Grant: Vesting Schedule 112 3 90+ votes :speech_balloon: Asset specification + allocation 99 18 80+ votes :tools: Add support for monthly/daily simulation granularity 80 19 50+ votes :speech_balloon: Series I Bonds Account 59 6 :speech_balloon: Somehow support "Mega Backdoor Roth IRA" 54 5 40+ votes :speech_balloon: Automatic estimator for US social security 49 9 30+ votes :speech_balloon: Cash flow data in tabular form 34 0 :speech_balloon: Option to withhold exact taxes 32 2 :speech_balloon: Accurate modeling of US state tax on retirement income 30 7 :speech_balloon: Add Canadian Pension Plan (CPP), Old Age Security (OAS), and Employment Insurance (EI) 30 3 20+ votes :speech_balloon: Allow changes to the default plan to flow into clones 28 5 :speech_balloon: Better way to model things like HELOC 26 7 :speech_balloon: Table for cash flow analysis 25 4 :speech_balloon: Canadian account types RESP, RPP, LIRA, etc. 25 2 :speech_balloon: Add cost basis (and other fields) to accounts in Current Finances 24 3 :speech_balloon: Withdrawal Strategy Overlay with Actual Plan 20 2 10+ votes :speech_balloon: Add more Milestone types 17 7 :speech_balloon: CAPE-based withdrawal strategy 17 3 :speech_balloon: Crowd sourcing of national tax schemes 16 0 :speech_balloon: Making Mortgage Interest Tax Deductible 15 5 :speech_balloon: Add option to withhold taxes from pension just like salary 15 2 :speech_balloon: Templates for historical recessions, depressions, black swan events 15 0 :speech_balloon: Uk workplace pensions should support 25% tax free on each withdrawal (UFPLS) 14 7 :speech_balloon: Enhance the Drawdowns to be only up to certain amounts or tax brackets 14 1 :speech_balloon: Zoom in on individual Sankey Cash Flow sections 14 0 :speech_balloon: Ability to alter drawdown order at specific milestones 14 3 :speech_balloon: ACA Tax Credit/Deduction Estimator (leanfire) 14 1 :speech_balloon: Assets asigned by Ticker i.e. stock, bonds, mutual funds 13 3 :speech_balloon: Add Change Over Time settings for Cash Flow Priorities 13 1 :speech_balloon: Add RESP investment account for Canada 13 0 :speech_balloon: Buy an annuity 13 1 :speech_balloon: Allow calculating Property Taxes based off assessed value distinct from market value 13 2 :speech_balloon: Automatically run Monte Carlo simulations on "major changes" 13 3 :speech_balloon: Model tax implications for death of spouse 12 5 :speech_balloon: QCD modeling 12 4 :speech_balloon: Rental property depreciation based on actual year placed in service 11 4 :speech_balloon: Model living expenses as a roll up of individual expenses 11 1 :speech_balloon: Tax withholding (link to tax rates) 11 1 :speech_balloon: Manually entered portfolio for progress calculations 11 3 :speech_balloon: Tax overhaul - Specify which income types are subject to state tax in the US (and international cases) 10 5 :speech_balloon: Improving Australian Income Tax brackets 10 3 :speech_balloon: Ability to click on milestones in plots 10 0 1+ votes :speech_balloon: Conditional Expenses in Plan 9 3 :speech_balloon: Forecast for Actual Progress 9 1 :speech_balloon: Compare Monte Carlo results across plans 9 0 :speech_balloon: Capital Gains/Income Harvester (leanfire) 9 0 :speech_balloon: Ability to enter cost basis as dollars (instead of percentages) 8 2 :speech_balloon: Add a better breakdown for Local Tax on the Taxes tab 8 2 :speech_balloon: Add Solo 401k Employer Contributions 8 0 :speech_balloon: See Granular Plan Details While Scrubbing Through Ages 8 1 :speech_balloon: ChatGPT integration for insights and Risk Analysis 8 0 :speech_balloon: Add selection to dividend reinvestment for only a certain time period 8 2 :speech_balloon: Add additional plot Metrics in Plot Builder 8 1 :speech_balloon: X Axis - View year and age at the same time 8 0 :speech_balloon: Add investment type TSP (Thrift Savings Plan) 8 3 :speech_balloon: Add company logo to dashboard 8 3 :speech_balloon: Asset-backed loans 8 5 :speech_balloon: Add ESPP for models 7 0 :speech_balloon: Qualified Charitable Distribution 7 1 :speech_balloon: Cash-Flow: View greater detail 7 0 :speech_balloon: Update cost basis with account values 7 1 :speech_balloon: Dynamic spending in retirement 7 0 :speech_balloon: Share a read-only view of account 7 2 :speech_balloon: Bug-out Net Worth 7 2 :speech_balloon: Donor-Advised Fund Account Type 7 3 :speech_balloon: Bonus as percentage of salary 6 1 :speech_balloon: CPP & OAS Modelling for Canadians 6 1 :speech_balloon: Sequence of Returns Risk In Simulation 6 1 :bulb: Sync with YNAB 6 0 :speech_balloon: Registered Education Savings Plans and related benefits (Canada) 6 0 :speech_balloon: Have Retirement Age Based on Chance of Success "X" Percent 6 0 :speech_balloon: Roth IRA Withdrawals from only contributions and conversions >5 years old 6 0 :speech_balloon: Add UK income tax estimates, and tax credits for rentals interests and SIPP 6 2 :speech_balloon: More complex milestone criteria 6 2 :speech_balloon: API for `Sync to the Cloud` users 6 1 :speech_balloon: Interest-only loans 6 0 :speech_balloon: More control to model real-estate rental investments 6 0 :speech_balloon: Add "Indicators" 6 0 :speech_balloon: More Granular Dividend Tax Treatment (Plan Level) 5 2 :speech_balloon: Add detailed asset class models 5 1 :speech_balloon: Add/Edit Income, Expenses, Priorities, etc Across Multiple Plans 5 1 :speech_balloon: Ability for standard W2 user to plug in pre-post tax deductions upfront - UI/Flow improvement 5 0 :speech_balloon: Option to track Expenses 5 0 :speech_balloon: Add existing contribution room field to tax advantaged accounts 5 3 :speech_balloon: Early de-registration / melting down of RRSP accounts (prior to mandated RMDs) 5 3 :speech_balloon: Limit to only Medical/Health Care Tax Exemptions that exceed 7.5% of AGI 5 1 :speech_balloon: Tax visualization alternatives 5 0 :speech_balloon: UK - consider adding Cash ISA as an option 5 0 :speech_balloon: Add a specific NQDC account for USA users 5 2 :speech_balloon: Spousal RRSP contribution 5 0 :speech_balloon: Whole Life Insurance Modeling for Investment, Retirement, Tax, and Estate Planning 5 1 :speech_balloon: Allow multiple 529 accounts to fund into a college payment (e.g. multiple funding sources for a event) 5 1 :speech_balloon: Add spousal benefit to pension 5 1 :speech_balloon: HSA pre-existing expenses (before simulation start) 5 1 :speech_balloon: Family Trusts (AU) 5 0 :speech_balloon: support 2nd mortgage/HELOC linked to Home 5 1 :speech_balloon: savings accounts: option for foreign currency + exchange rate 5 0 :speech_balloon: Canadian Professional Corporation 5 2 :speech_balloon: iOS / Android app? 5 2 :speech_balloon: Joint account with Premium, and creator permission settings 5 2 :speech_balloon: Allow milestones to look ahead at future expenses 5 0 :speech_balloon: Pro: Adopt an account without adopting billing. 5 2 :speech_balloon: Add option for charity to be 10% of post - tax income 5 1 :speech_balloon: Monte Carlo outcome configuration 4 0 :speech_balloon: Modify Australian Superannuation Account types 4 0 :speech_balloon: Persist selected datasets in all plots 4 1 :speech_balloon: Link Home Values to Zillow Estimates 4 0 :speech_balloon: Add plot for liquid net worth on progress page 4 1 :speech_balloon: Tax Credit Support 4 1 :speech_balloon: Support 401k Loans 4 0 :speech_balloon: Drawdown from multiple accounts to meet a certain dollar value. 4 1 :speech_balloon: Debt Paydown Schedule 4 1 :speech_balloon: parental leave - increased granularity 4 1 :speech_balloon: Rental Property Accumulated Passive Losses 4 1 :speech_balloon: Add Utilities Expense to Real Assets (Building) 4 1 :speech_balloon: New Asset Class: Aircraft 4 0 :speech_balloon: Include an Account Growth / Interest Rate option to "Match Inflation +/- %" 4 1 :speech_balloon: Australian Government Pension following the asset / income tests 4 1 :speech_balloon: Model Health Care/Long Term Care Insurance Costs 4 0 :speech_balloon: Withdrawal Strategy Specific % changes over time - Australian Super Pension funds 4 0 :speech_balloon: Support for US federal FERS pension 4 1 :speech_balloon: Set milestones based on the sum of accounts 4 0 :speech_balloon: Milestones across top of Cash Flow 4 1 :speech_balloon: Tax Deferred Investments as Milestone Criterion 4 0 :speech_balloon: Account-Level Probabilistic Monte Carlo Returns 4 2 :speech_balloon: Sensitivity Analysis 4 0 :speech_balloon: Smart ACA tax credit 4 0 :speech_balloon: Housing - adding projected remodel expense to a housing asset 4 0 :speech_balloon: Lightweight Budgeting: Enable me to average variable expenditures 4 0 :speech_balloon: Allow expenses to be excluded from milestone calculations 4 2 :speech_balloon: Generic account 4 1 :speech_balloon: Additional dependent line items 4 2 :speech_balloon: Allow user to set y-axis 3 0 :speech_balloon: Capital Loss Carryforward 3 1 :speech_balloon: Income splitting for Canadians 3 0 :speech_balloon: Support modeling of a late medicare enrollment 3 1 :speech_balloon: More detailed 401k input form 3 0 :speech_balloon: End of life medical expense modeling 3 2 :speech_balloon: Add fractional/percentage of ownership on assets 3 0 :speech_balloon: Allow the community to contribute country-specific pension/saving plans 3 0 :speech_balloon: Model Employee Stock Purchase Program (ESPP) 3 0 :speech_balloon: Add tax rules for Ireland 3 2 :speech_balloon: Add 'NonTaxable' checkbox in More Options in Charity Expense and Custom Expense 3 1 :speech_balloon: Enhance Pension Plan Modeling to include distinct inflation adjustments 3 2 :speech_balloon: Second user for account 3 0 :speech_balloon: Add Austria tax presets 3 0 :bulb: Ability to combine multiple accounts/investments into a "FIRE Portfolio" 3 0 :speech_balloon: Defined Contribution Pension, Lump Sum, and Rollover to IRA 3 0 :speech_balloon: Modify color of account icons 3 0 :speech_balloon: Household total by account type 3 0 :bulb: Additional financing / down payment options 3 0 :speech_balloon: Model contributions based on a set goal + date 3 3 :speech_balloon: Flexible/Discretionary/Abandoning Expenses 3 0 :speech_balloon: Highlight stacked bar being hovered in tooltip 3 2 :speech_balloon: Option to annuitize an account instead of taking withdrawals 3 0 :speech_balloon: Add event badges to Sankey modal 3 1 :speech_balloon: Import data from CSV 3 0 :speech_balloon: create equations that combine multiple metrics 3 1 :speech_balloon: Support global variables 3 1 :speech_balloon: Referral discounts 3 0 :speech_balloon: add closing costs field to house purchase 3 1 :speech_balloon: Allow net worth to display as rolling average of X years/months 2 0 :speech_balloon: Add Children/Dependents names/bdays to set expenses around their ages 2 0 :speech_balloon: Tax Exempt: choose Fed, State, or Both 2 0 :speech_balloon: Display text description of time period 2 0 :speech_balloon: Filter Monte Carlo Simulation Results by Milestone age 2 1 :speech_balloon: Coast Fire Calculator 2 0 :speech_balloon: Milestone Control Points in Advanced Editor 2 0 :speech_balloon: Define CoastFI date based on future value projection of portfolio 2 0 :speech_balloon: Option to specify property management fee as percentage of rental income. 2 0 :speech_balloon: Make Real Assets like precious metals behave more like a taxable investment accounts in terms of sales and drawdowns 2 0 :speech_balloon: Add Net Income Metric 2 0 :speech_balloon: Ability to more accurately model the sale of a rental property 2 0 :speech_balloon: Ability to make a lump sum payment on a loan with specific account balance 2 0 :speech_balloon: Cash flow priority from a specific account 2 0 :speech_balloon: Liquid Net Worth + Progress Charts and Improvements 2 0 :speech_balloon: Reorder accounts in various lists 2 0 :speech_balloon: Advanced settings / expressions for defining starting value of future expenses / income, etc. 2 0 :speech_balloon: Allow for entering investment assets by type 2 0 :speech_balloon: Folders/Nesting system for plans 2 0 :speech_balloon: Drag to Re-Order Plans 2 1 :speech_balloon: Chart option to show display cost-basis and unrealized gain for Accounts or Categories 2 1 :speech_balloon: Set annual income as inclusive or exclusive of superannuation 2 0 :speech_balloon: Separate cost basis and gain in investment withdrawals in Cash Flow chart 2 0 :speech_balloon: Support for rule of 55 modeling in USA 2 1 :speech_balloon: Add historical Australian inflation as data source 2 0 :speech_balloon: Emergency Fund (linked to 1 or multiple Savings or Investment Accounts) to be displayed in the current Finances view 2 0 :speech_balloon: Requesting separate Networth for Dashboard and Current Finance view 2 1 :speech_balloon: Grid showing Inc/exp by year in one sheet 2 0 :speech_balloon: More options when Cloning a plan 2 0 :speech_balloon: Add a "last updated" tracker to Current Finances accounts 2 0 :speech_balloon: Improved Summary Metrics Column Behavior 2 1 :speech_balloon: When expenses end before they start, warn instead of error 2 1 :speech_balloon: Angel investments or funds investments 2 0 :speech_balloon: Allow tax brackets to remain fixed despite inflation 2 0 :speech_balloon: Cash Flow Priority: "Gift anything left over" 2 1 :speech_balloon: Singapore Tax Config and Account Types 2 2 :speech_balloon: Import "Change Over Time" control points from a CSV 2 0 :speech_balloon: Filter trials by result in "Chance of Success" monte carlo simulation 2 0 :speech_balloon: Support variable mortgage interest deduction limits by state 2 0 :speech_balloon: Add "Business equity" and value to investments 2 0 :speech_balloon: Sorting Plans 2 0 :speech_balloon: End-to-end cash-flow for Joint Accounts 2 0 :speech_balloon: Be able to categorize an expense as a Tax 2 0 :speech_balloon: Color scheme to differentiate between me and my partner in plan view for stacked graphs 2 0 :speech_balloon: Roth conversion - percentage 2 0 :speech_balloon: Revert tcja taxes back to old taxes starting 2026 - as per current tax law 2 1 :speech_balloon: Add new Net Worth Calculation that Excludes Primary Residence Equity 2 0 :speech_balloon: More fine-grained control over expenses 2 0 :speech_balloon: European data for automations/helpers 2 0 :speech_balloon: Multiple "What-if" Monte Carlo's 2 0 :speech_balloon: Historical account balance 2 0 :speech_balloon: Expand Yearly Summary Pane metadata & design to Plot Builder 2 0 :speech_balloon: Option For Traditional IRA Contributions Above the Deduction Limit 2 0 :speech_balloon: Personal Financial Statement 2 0 :speech_balloon: Line Item Depreciation Enhancement 2 2 :speech_balloon: Allow Milestones based on other age-based milestones to use negative year offsets 2 1 :speech_balloon: Add the "endowment strategy" for withdrawals 2 1 :speech_balloon: Add "build up to target balance" strategy to other accounts. 2 0 :speech_balloon: Held away account real-time link therough Plaid (or any other) 2 0 :speech_balloon: Add Monthly Payout to Defined Benefit Pension 2 0 :speech_balloon: Allocate Income to partner 2 1 :speech_balloon: Dividend Flexbility 2 0 :speech_balloon: Tax support for other countries 2 1 :speech_balloon: Rent vs Buy Analysis inside Housing Asset 2 0 :speech_balloon: Non-concessional super being abandoned early (Bug) 2 0 :speech_balloon: Bonus or Commission Category for Income 2 0 :speech_balloon: Copy/Paste custom growth rate curves 2 0 :speech_balloon: Clearer Monte Carlo Milestones display 2 1 :speech_balloon: Link to Personal Capital Balances 2 2 :speech_balloon: Flexible expenses - in deterministic mode 2 0 :speech_balloon: Scriptable objects & API for advanced users 2 1 :speech_balloon: Triggered Expenses / Donations (a DAF funding idea) 2 2 :speech_balloon: Housing - US Tax estimation for primary residence home sale 2 2 :speech_balloon: US Tax Estimation - Savers Tax Credit (leanfire) 2 0 :speech_balloon: Fine-grained enumeration & tracking of investments 2 0 :speech_balloon: Handling of deductions for self-employment income 2 0 :speech_balloon: Mortgage Escrow for Property and Insurance Fees 2 1 :speech_balloon: Allow for more than one income tax scheme or picking of deductions 2 0 :speech_balloon: Number input for "+X" milestones 2 1 :speech_balloon: Simple Investment Calculator 2 0 :speech_balloon: Add support for Head of Household tax filing status 1 0 :speech_balloon: Fix California tax calculations 1 0 :speech_balloon: Add option to repeat an expense X times (in reccurance options) 1 0 :speech_balloon: Change default historical MC sim to "random years, non-chronological" 1 2 :speech_balloon: Add Italy to "International Tax Presets" 1 0 :speech_balloon: Vend multi-platform artifacts for self hosting 1 0 :speech_balloon: Option to contribute X% of an income to any account, not just 401k. 1 0 :speech_balloon: Add time criteria for automobile 'Yearly Maintenance Costs' 1 0 :speech_balloon: Tax Deduction with Carryforward 1 0 :speech_balloon: For Monto Carlo, denote if plan ever came close to failing, not just the final NW 1 0 :speech_balloon: Community Metrics 1 0 :speech_balloon: Risk Based Withdrawal Guardrails 1 0 :speech_balloon: Equity Milestone to Track Equity Across All Real Estate Assests 1 0 :speech_balloon: Add a Undo button 1 0 :speech_balloon: Effective Tax Rates: Non-Income Tax Treatment 1 0 :speech_balloon: Custom Asset "Generate Rental income" increases 1 1 :speech_balloon: Add Institutional Capital Market Assumptions Pick-List to Monte Carlo 1 1 :speech_balloon: Australia - negative gearing 1 0 :speech_balloon: Add Japan to "International Tax Presets" 1 0 :speech_balloon: Australia - Medicare levy threshold 1 0 :speech_balloon: Filter Sankey Chart by Expense(s) 1 0 :speech_balloon: Add an option to breakdown current finances by individual 1 0 :speech_balloon: Team Members 1 0 :speech_balloon: Student loan IDR plans (income-driven repayment plans) 1 0 :speech_balloon: Australia - 1 July 2024 tax rate changes 1 0 :speech_balloon: Allow growth to be specified as either APR (simple) or APY (compounding) 1 2 :speech_balloon: Expected Value: Deterministic and Probabilistic 1 0 :speech_balloon: Keep Summary Panels Open when scrolling or changing selected year 1 0 :speech_balloon: US Tax mode. Reporting quirk in summary pane -- LTCG and Unused Deductions 1 0 :speech_balloon: Allow for mortgage biweekly payments 1 1 :speech_balloon: Executive Deferral Plans 1 0 :speech_balloon: Roth Conversions Linked to Existing Roth Account 1 1 :speech_balloon: Family Limit on HSA does not give $1000 bump for each participant when they are both over 55 1 0 :speech_balloon: Usability suggestion: Roth IRA cash-flow priority 1 0 :speech_balloon: Option to Exclude Assets from Dashboard Net Worth 1 0 :speech_balloon: RRSP tax withholding setting 1 0 :speech_balloon: Y-axis scales automatically to the displayed range. 1 1 :speech_balloon: Allow for in year tax payments 1 0 :speech_balloon: Selling a house that is underwater should payoff the mortgage in it's entirety 1 0 :speech_balloon: Add feature for Reverse Mortgages 1 0 :speech_balloon: Add arrows (left, right) on age slider 1 0 :speech_balloon: Add International market experience from other countries beyond the US 1 0 :speech_balloon: Don't move icons when changing simulation criteria 1 0 :speech_balloon: Ability to visualize investment growth rate in simulation results 1 0 :speech_balloon: Add Spain Tax Presets 1 0 :speech_balloon: Link to Account in Plan View from Current Finances 1 0 :speech_balloon: Custom work weeks for hour income 1 1 :speech_balloon: Duplicate "Cash flow priorities" to another Plan 1 0 :speech_balloon: Replace the generic person icon with the icon of the person that the age is based of. 1 0 :speech_balloon: Add YTD metric to Progress Chart 1 0 :speech_balloon: Custom icon for appearance 1 0 :speech_balloon: Target Line on Plots 1 0 :speech_balloon: Option to display values as percentages 1 0 :speech_balloon: Specify Which Account to use to pay taxes. 1 0 :speech_balloon: Show both partners' ages in X Labels 1 0 :speech_balloon: Add support for marking a taxable investment account as tax exempt for cap gains or dividend taxes independently 1 0 :speech_balloon: Add investment/retirement account for singapore. Called "CPF" 1 2 :speech_balloon: Allow different tax rates for each person when filing separately 1 1 :speech_balloon: Show owner's name in chart icons 1 0 :speech_balloon: Warn about healthcare coverage gaps 1 0 :speech_balloon: Make the Withdrawal Strategy expense one of the plottable metrics in MC mode 1 0 :speech_balloon: Allow entering email and password immediately 1 0 :speech_balloon: Interest that compounds quarterly 1 0 :speech_balloon: Add additional options to recurrences to include cut offs 1 0 :speech_balloon: Support Time-Bound Investments with a known end-date such as Certificate of Deposits 1 0 :speech_balloon: Add a "Total Outflows" group/expanison panel for Annual Summary 1 0 :speech_balloon: Plan Growth Rates - Conservative, Aggressive, Median 1 0 :speech_balloon: Summary table of retirements ages based on customizable net worth and spending brackets for all plans 1 0 :speech_balloon: Real Assets setup improvements are needed to reflect common scenarios 1 1 :speech_balloon: Store the most recent "Chances of Success" outcome at the Plan level on the Dashboard 1 0 :speech_balloon: In Plan view, Accounts, add "Roth Conversions <timeframe>" in small type under Name 1 0 :speech_balloon: In Plan view, add "Funded from <account name>" under Custom Expense Name in Detailed View 1 0 :speech_balloon: In Plan view, allow more characters in the Name to be visible on larger monitors 1 0 :speech_balloon: Reset Monte Carlo Data Sources to Default 1 0 :speech_balloon: Add an option to force all Dashboard charts to the same scale 1 0 :speech_balloon: Ability to change principle place of residence to investment property (and vice versa) in plan 1 0 :speech_balloon: Add New York City tax modeling 1 0 :speech_balloon: Add real rate of return to Monte Carlo results table 1 1 :speech_balloon: Add choice for 72t life expectancy tables 1 0 :speech_balloon: Real Estate Transfer Tax 1 0 :speech_balloon: Percentage of Income Across Multiple Priorities 1 0 :speech_balloon: Growth Rate Option to Sample Monte Carlo Simulation 1 2 :speech_balloon: Add "Current Balance" option to Cash Flow Priorities 1 0 :speech_balloon: Enhance Locale Settings 1 0 :speech_balloon: Ability to Duplicate Real Assets linked from Current Finances into a plan 1 3 :speech_balloon: Addition of Portfolio Visualizer style growth projections 1 0 :speech_balloon: Add option for Untaxed Super Fund (AU) 1 0 :speech_balloon: Add an "end date" to an account's liquidity 1 0 :speech_balloon: Update to 'Locale' on Dashboard -> Display Currency 1 0 :speech_balloon: RTL support in names and descriptions 1 0 :speech_balloon: Term Deposit / GIC / Certificate of Deposit (CD) 1 0 :speech_balloon: Trigger borrowing from a Line of Credit if/when Liquid Net Worth is too low 1 0 :speech_balloon: "Stacked by Account" plots, but grouped or summarized by Account Owner 1 0 :speech_balloon: Separation Modeling (Joint --> Solo) 1 0 :speech_balloon: Periodic asset liquidity 1 0 :speech_balloon: Support for Brazilian pension plans (PGBL and VGBL) 1 1 :speech_balloon: Independence criteria: net worth > 0 at end of life 1 0 :speech_balloon: Pin salaries and assets to top bar to change a variable 1 0 :speech_balloon: Change Export File Naming For Better Sorting 1 0 :speech_balloon: Historical Simulation With Modifier 1 0 :speech_balloon: Add South Afica in internation Tax Presets 1 1 :speech_balloon: Dividend amount vs. yield 1 1 :speech_balloon: Toggle between TCJA tax bracket options 1 1 :speech_balloon: Bi-annual Income Frequency 1 0 :speech_balloon: Allow Rearrange of Custom Plots Order 1 0 :speech_balloon: Create saveable custom income tax settings that can be used in in new scenarios 1 0 :speech_balloon: Increase Simulation Count 1 0 :speech_balloon: Post-Tax Withdrawals 1 0 :speech_balloon: Alerts to advisor's pro account email from Projection Lab based on client activity in connected account 1 0 :speech_balloon: Investments section - Add an option for Provident Fund (India) 1 0 :speech_balloon: Configurable percent of tax deduction for an expense 1 0 :speech_balloon: Smarter Invite Link Pop-ups 1 0 :speech_balloon: Add one off expense option for House expenses. 1 1 :speech_balloon: Routing of custom income to mortgage payment 1 0 :speech_balloon: Credit Cards to incur debt 1 0 :speech_balloon: .CSV file download of future cash flows 1 0 :speech_balloon: Historical and normalized distribution option for real estate returns 1 0 :speech_balloon: Life insurance need 1 0 :speech_balloon: Could Inheritance Tax be included upon death, along with being able to select which accounts are exempt from it 1 0 :speech_balloon: Random number seed for the MC simulation 1 1 :speech_balloon: Add DTI to Info panel under plan view 1 1 :speech_balloon: Selected Year in Plan View should display projected values in plan items 1 0 :speech_balloon: Ability to indicate if an account is included in wealth tax computations 1 0 :speech_balloon: Improved Inflation Increase Calculation 1 0 :speech_balloon: Tax rates modifier over time. 1 0 :speech_balloon: Aggregate Self-employment income for 401k contribution 1 1 :speech_balloon: "I Already Own This" checkbox for Housing Assets created inside the plan. 1 0 :speech_balloon: Add bubbles on chart for achievement of cash-flow priorities 1 0 :speech_balloon: More than one source for House Financing 1 0 :speech_balloon: Additional information on Sankey tooltips 1 0 :speech_balloon: For rental income, if it's marked as self-employment income (i.e.an active rental business like AirBnB) it should be eligible for cashflow priorities like 401k / roth 401k 1 1 :speech_balloon: Tracking accounts as well as net worth 1 0 :speech_balloon: Plan-wide Crypto growth rate modelling 1 0 :speech_balloon: Sync notes from accounts to projection page (accounts and cashflow tabs) 1 0 :speech_balloon: Allow saving comparison into a new plan 1 0 :speech_balloon: Account fee on deposits as well as asset balance 1 0 :speech_balloon: Expense and Income card - show range of values for Advanced mode 1 0 :speech_balloon: Display Income and Expense value range, over time 1 0 :speech_balloon: Pro Account feature: on-boarding of clients, and spinning them off as Premium customers 1 1 :speech_balloon: Display frequency label next to 'Starting Amount' when handling recurring items 1 0 :speech_balloon: Grouped accounts 1 1 :speech_balloon: Descriptions for advanced contribution types 1 0 :speech_balloon: Allow negative interest rates on savings 1 0 :speech_balloon: Report on asset allocation relative to set target 1 0 :speech_balloon: More complex investment feature 1 0 :speech_balloon: Syncing with Lunch Money 1 1