Option to link accounts for real-time balance updates

Family account

Enhancement to RSU Grant: Vesting Schedule

Add support for monthly/daily simulation granularity

Automatic estimator for US social security

Allow changes to the default plan to flow into clones

Series I Bonds Account

Enhance the Drawdowns to be only up to certain amounts or tax brackets

Cash flow data in tabular form

Add Canadian Pension Plan (CPP), Old Age Security (OAS), and Employment Insurance (EI)

Option to withhold exact taxes

Roth Conversion Optimization

ACA Tax Credit/Deduction Estimator (leanfire)

Table for cash flow analysis

Better way to model things like HELOC

Ability to alter drawdown order at specific milestones

Risk Based Withdrawal Guardrails

Dynamic spending in retirement

Canadian account types RESP, RPP, LIRA, etc.

Add: Legacy planning

Making Mortgage Interest Tax Deductible

CAPE-based withdrawal strategy

Qualified Charitable Distribution

Add more Milestone types

Buy an annuity

Templates for historical recessions, depressions, black swan events

Conditional Expenses in Plan

Zoom in on individual Sankey Cash Flow sections

Bonus as percentage of salary

Add Children/Dependents names/bdays to set expenses around their ages

Capital Loss Carryforward

Add Change Over Time settings for Cash Flow Priorities

Start Value Change Over Time - expressions for defining starting value of future expenses / income, etc.

Milestone Control Points in Advanced Editor

Uk workplace pensions should support 25% tax free on each withdrawal (UFPLS)

Assets asigned by Ticker i.e. stock, bonds, mutual funds

Model living expenses as a roll up of individual expenses

Define a value as an expression of other metrics or values in the simulation

Tax withholding (link to tax rates)

Add option to withhold taxes from pension just like salary

Compare Monte Carlo results across plans

Asset-backed loans

More Granular Dividend Tax Treatment (Plan Level)

CPP & OAS Modelling for Canadians

Add RESP investment account for Canada

Allow user to set y-axis

Add/Edit Income, Expenses, Priorities, etc Across Multiple Plans

ChatGPT integration for insights and Risk Analysis

add option to pay Medicare premiums from HSA

Limit to only Medical/Health Care Tax Exemptions that exceed 7.5% of AGI

Add ESPP for models

Rental property depreciation based on actual year placed in service

Capital Gains/Income Harvester (leanfire)

Donor-Advised Fund Account Type

Drawdown from multiple accounts to meet a certain dollar value.

Crowd sourcing of national tax schemes

Tax Exempt: choose Fed, State, or Both

Add a specific NQDC account for USA users

Automatically run Monte Carlo simulations on "major changes"

Modify Australian Superannuation Account types

Add an option to force all Dashboard charts to the same scale

Add Solo 401k Employer Contributions

Roth IRA Withdrawals from only contributions and conversions >5 years old

Forecast for Actual Progress

Show Diffs Between Plans

Chance of Success - track individual account balances for each trial

Whole Life Insurance Modeling for Investment, Retirement, Tax, and Estate Planning

More complex milestone criteria

More control to model real-estate rental investments

Toggle milestones with a single click

Folders/Nesting system for plans

Income splitting for Canadians

Tax Credit Support

Cash-Flow: View greater detail

Improving Australian Income Tax brackets

Manually entered portfolio for progress calculations

Add feature for Reverse Mortgages

Model Health Care/Long Term Care Insurance Costs

Withdrawal Strategy Specific % changes over time - Australian Super Pension funds

Add 'NonTaxable' checkbox in More Options in Charity Expense and Custom Expense

Have Retirement Age Based on Chance of Success "X" Percent

X Axis - View year and age at the same time

Smart ACA tax credit

Share a read-only view of account

Support "Bucket Withdrawals" in Retirement with fill-ups from progressively more high risk accounts

Use global stock returns as one of options for investment growth rate

Order Of Withdrawals Suggestion

Support 401k Loans

Registered Education Savings Plans and related benefits (Canada)

Add selection to dividend reinvestment for only a certain time period

Flexible/Discretionary/Abandoning Expenses

Allow milestones to look ahead at future expenses

Add option for charity to be 10% of post - tax income

401K Split between Tax Deferred and Roth

Cash flow priority from a specific account

Link Home Values to Zillow Estimates

Early de-registration / melting down of RRSP accounts (prior to mandated RMDs)

Add tax rules for Ireland

Sequence of Returns Risk In Simulation

Spousal RRSP contribution

Add additional plot Metrics in Plot Builder

API for `Sync to the Cloud` users

support 2nd mortgage/HELOC linked to Home

Housing - adding projected remodel expense to a housing asset

Canadian Professional Corporation

Add company logo to dashboard

Expand Compare Mode to Work on Cash Flow and Tax Analytics

Allow grouping of expenses in Sankey diagrams

Refinance Mortgage

HTTP API

Roth 401k rollover to Roth IRA so contributions can be withdrawn.

Model inherited assets, like real estate, cars, etc.

Option to track Expenses

Add existing contribution room field to tax advantaged accounts

Sync with YNAB

Add new Net Worth Calculation that Excludes Primary Residence Equity

Add UK income tax estimates, and tax credits for rentals interests and SIPP

Dividend Flexbility

Interest-only loans

Import data from CSV

Add investment type TSP (Thrift Savings Plan)

India Tax Support

Update Social Security Benefit Based on Actual Age (Given actual benefit at full retirement age)

Toggle to show all "automatic" or "implied" expenses in Expenses list

Add an optional source account for income streams

Coast Fire Calculator

Allow for in year tax payments

Add detailed asset class models

End of life medical expense modeling

Add a "last updated" tracker to Current Finances accounts

Ability for standard W2 user to plug in pre-post tax deductions upfront - UI/Flow improvement

Add Utilities Expense to Real Assets (Building)

Growth Rate Option to Sample Monte Carlo Simulation

UK - consider adding Cash ISA as an option

Historical account balance

Allow Milestones based on other age-based milestones to use negative year offsets

HSA pre-existing expenses (before simulation start)

savings accounts: option for foreign currency + exchange rate

iOS / Android app?

Support global variables

Swedish ISK investment account.

Toggle on/off visibility of financial details

Encrypt user data with customer-managed key

Customizing Colors on Built-in plots and Custom Plots (accessibility)

Calculate Maximum Spending Possible Year By Year

Recurring Debt Item - Buy, Borrow, Die strategy

Add a Undo button

Liquid Net Worth + Progress Charts and Improvements

Separate cost basis and gain in investment withdrawals in Cash Flow chart

More detailed 401k input form

Add fractional/percentage of ownership on assets

Model Employee Stock Purchase Program (ESPP)

Tax visualization alternatives

Filter trials by result in "Chance of Success" monte carlo simulation

Multiple "What-if" Monte Carlo's

Modify color of account icons

Family Trusts (AU)

add closing costs field to house purchase

Add "Indicators"

Paycheck Module

Allow classifying income as capital gains

Take home improvements into account for capital gains calculation

Add: Scenario concept (wizard, organizer, visual layer, etc)

Add Portugal to "International Tax Presets"

Allow for rebalancing as part of drawdown

Additional Historical Monte Carlo Option

Add a Restart-At-Random-Times option for Historical Sampling

withdrawal from tax-deferred up to a tax bracket

Filter Monte Carlo Simulation Results by Milestone age

Monte Carlo outcome configuration

Option to specify property management fee as percentage of rental income.

Ability to more accurately model the sale of a rental property

RRSP tax withholding setting

Add International market experience from other countries beyond the US

Add plot for liquid net worth on progress page

Store the most recent "Chances of Success" outcome at the Plan level on the Dashboard

Milestones across top of Cash Flow

Roth conversion - percentage

Allow multiple 529 accounts to fund into a college payment (e.g. multiple funding sources for a event)

Account-Level Probabilistic Monte Carlo Returns

Add spousal benefit to pension

Sensitivity Analysis

Highlight stacked bar being hovered in tooltip

Option to annuitize an account instead of taking withdrawals

create equations that combine multiple metrics

Real Asset "Generate Rental income" increase modeling

Traditional IRA Contributions Above the Deduction Limit (non-deductible IRA)

Historical Monte Carlo for worldwide diversified indices

Add financial crisis event presets

Bucket Portfolio Strategies

Tax Analysis - Rate Progression graph: Expand x-axis to the left

Nested Conditional Logic for Milestone, "If Exists" other milestones

Employer matching contribution percentages in 401ks

Define CoastFI date based on future value projection of portfolio

Chart option to show display cost-basis and unrealized gain for Accounts or Categories

New Asset Class: Aircraft

Allow tax brackets to remain fixed despite inflation

Cash Flow Priority: "Gift anything left over"

Allow the community to contribute country-specific pension/saving plans

Australian Government Pension following the asset / income tests

Add "Business equity" and value to investments

Support for US federal FERS pension

Second user for account

Color scheme to differentiate between me and my partner in plan view for stacked graphs

Set milestones based on the sum of accounts

European data for automations/helpers

.CSV file download of future cash flows

Could Inheritance Tax be included upon death, along with being able to select which accounts are exempt from it

Add "build up to target balance" strategy to other accounts.

Joint account with Premium, and creator permission settings

Pro: Adopt an account without adopting billing.

Generic account

New Drawdown Order Method: Individualized Expenses

Pay mortgage from specific account

Montecarlo dashboard

Insurance Category

Option to Archive Plans

Addition of Achieving a Better Life Experience (ABLE) tax-advantaged savings account (US)

Multiple withdrawal strategies in the same plan

Allow user to rearrange effective bracket boxes

Show Withholding and Tax Return Payments in Tax Analytics tab

Allow specifying asset value as condition for milestones

Support route by percentage to specific accounts

Being able to determine how cash / interest on cash is taxed

Group milestones in milestone editor

Restrict Monte Carlo milestone summary statistics to only years milestone occurred (exclude "never")

Toggle to show historical progress with inflation-adjusted totals

Modelling Taxes on Dividends for Canadians

Add ability to model 409a plans to see how deferred income can affect overall taxation with options for 5- 10-year payout with growth in the meantime or lump sum payout. Visibility on overall taxation burden as well as income bracket changes after retirement.

Canadian Controlled Private Corporations (CCPC)

Ability to exclude property taxes from Tax Analytics tab (and ideally Cash Flow tab)

Chance of Success - more data sources

start date for drawing Social Security depending on financial conditions

Account for SALT caps in Tax Analytics / Deductions

Show full dollar amount on hover

Add support for Head of Household tax filing status

Add Italy to "International Tax Presets"

Australia - negative gearing

Family Limit on HSA does not give $1000 bump for each participant when they are both over 55

Usability suggestion: Roth IRA cash-flow priority

Drag to Re-Order Plans

Support modeling of a late medicare enrollment

Add YTD metric to Progress Chart

Custom icon for appearance

Option to display values as percentages

Specify Which Account to use to pay taxes.

Persist selected datasets in all plots

Make the Withdrawal Strategy expense one of the plottable metrics in MC mode

Support for rule of 55 modeling in USA

Debt Paydown Schedule

parental leave - increased granularity

Rental Property Accumulated Passive Losses

Include an Account Growth / Interest Rate option to "Match Inflation +/- %"

Singapore Tax Config and Account Types

Import "Change Over Time" control points from a CSV

Enhance Pension Plan Modeling to include distinct inflation adjustments

End-to-end cash-flow for Joint Accounts

Post-Tax Withdrawals

Add Austria tax presets

Ability to combine multiple accounts/investments into a "FIRE Portfolio"

Defined Contribution Pension, Lump Sum, and Rollover to IRA

Tax Deferred Investments as Milestone Criterion

Personal Financial Statement

Additional financing / down payment options

Add event badges to Sankey modal

Copy/Paste custom growth rate curves

Housing - US Tax estimation for primary residence home sale

Referral discounts

Lightweight Budgeting: Enable me to average variable expenditures

Handling of deductions for self-employment income

Additional dependent line items

Support 401K catchup contributions going to either traditional or Roth 401K

Milestones can be associated with Spouse, so milestone date reflects spouse's age

New Zealand (NZ, KIWI) Full PIE/PIR support for taxable investments.

Full Tracking of TFSA contribution room

Recurring Lump Sum expenses and income with a designated month

Tax Analytics: Select/deselect all

Filter historical chance of success simulations by starting conditions

Activation Group for Accounts, Income, Expenses, Assets in a plan

Drag milestones on charts

Custom Distributions of Investment Accounts

Too much tweaking in plans/scenarios - show us the differences in the inputs we have changed

Set contribution limit for account

ability to disable/hide crypto information

Add ability to choose account when selecting "save anything left over"

Modify milestone tax consequence UI

Sync with Actual Budget

Montecarlo Dashboard 2

Option For Withdrawing All Dividends First Before Principal Is Taken For Investors With Dividend Portfolios

Copy & Paste in Advanced Change Over Time Editor

Options for Cash Flow Priorities

Nested Items in Expense Event

Withold wealth taxes from investments

Prorate Current Year for 'Now' Plans

Compare all available Withdrawal Strategies with your Plan at once

In plots that have dataset configurability, add a Total Selected <Metric> to the hover pane / tooltip

Show historical growth rate graph in plan

Flexible currency dates for fixed date plans

Global Market Returns Options as Presets in Chance of success

Plan changes/"what if" should not affect projection line before present date.

Conditional Expense Based on Net Worth modelling

Add Change-Over-Time for an Asset's expenses, income, etc

Add ability to bulk copy items (e.g. expenses)

Ability to display Accounts, Income, Expenses, Real Assets, Cash Flow Priorities NEXT to the Plan Graph

A 'Trash' area for deleted plans

UX Improvement for Chance of Success on plan change

Appearance option to cash flow in monthly instead of yearly dollars

when the bell notifications are listed being able to go directly to he feature from the notification area.

Add Japan's NISA to Investment Presets

Override withdrawal strategy (WS) with constaint such as sale of real estate

Roth Conversion - complete by age

User-friendly Yearly Summary table export

Option to set annual pension withdrawal amount as % of pension (or 'periodic pension payments')

Option to have a cash account's target balance tied to a loan balance

Display text description of time period

Equity Milestone to Track Equity Across All Real Estate Assests

Effective Tax Rates: Non-Income Tax Treatment

Add Japan to "International Tax Presets"

Team Members

Student loan IDR plans (income-driven repayment plans)

Add Net Income Metric

Ability to make a lump sum payment on a loan with specific account balance

Allow for mortgage biweekly payments

Reorder accounts in various lists

Option to Exclude Assets from Dashboard Net Worth

Don't move icons when changing simulation criteria

Add Spain Tax Presets

Set annual income as inclusive or exclusive of superannuation

Duplicate "Cash flow priorities" to another Plan

Target Line on Plots

Show both partners' ages in X Labels

Add support for marking a taxable investment account as tax exempt for cap gains or dividend taxes independently

Add investment/retirement account for singapore. Called "CPF"

Warn about healthcare coverage gaps

Interest that compounds quarterly

Support Time-Bound Investments with a known end-date such as Certificate of Deposits

Add historical Australian inflation as data source

Plan Growth Rates - Conservative, Aggressive, Median

Emergency Fund (linked to 1 or multiple Savings or Investment Accounts) to be displayed in the current Finances view

Requesting separate Networth for Dashboard and Current Finance view

Grid showing Inc/exp by year in one sheet

More options when Cloning a plan

In Plan view, Accounts, add "Roth Conversions <timeframe>" in small type under Name

Ability to change principle place of residence to investment property (and vice versa) in plan

When expenses end before they start, warn instead of error

Add "Current Balance" option to Cash Flow Priorities

Ability to Duplicate Real Assets linked from Current Finances into a plan

Addition of Portfolio Visualizer style growth projections

Angel investments or funds investments

Term Deposit / GIC / Certificate of Deposit (CD)

Trigger borrowing from a Line of Credit if/when Liquid Net Worth is too low

Historical Simulation With Modifier

Add South Afica in internation Tax Presets

Sorting Plans

Create saveable custom income tax settings that can be used in in new scenarios

Revert tcja taxes back to old taxes starting 2026 - as per current tax law

Historical and normalized distribution option for real estate returns

Expand Yearly Summary Pane metadata & design to Plot Builder

Household total by account type

Add the "endowment strategy" for withdrawals

Ability to indicate if an account is included in wealth tax computations

Held away account real-time link therough Plaid (or any other)

Model contributions based on a set goal + date

Aggregate Self-employment income for 401k contribution

Rent vs Buy Analysis inside Housing Asset

Additional information on Sankey tooltips

Bonus or Commission Category for Income

Tracking accounts as well as net worth

Link to Personal Capital Balances

Fine-grained enumeration & tracking of investments

Number input for "+X" milestones

Group income sources by job (Salary+Bonus+RSU) to model for job/career changes

Life Expectancy before Retirement -- don't trigger Retirement milestone

Move Bond growth/dividend settings to the Growth Rates page

Remainder Amount in Federal and State Tax Bucket

Canada Death Taxes

Present CoS results as a user-controlled confidence band

Add Canada RDSP (Registered Disability Savings Plan)

Add Investment products and tax settings for South Africa

Allow assignment of a tag to each expense that can be used for summarization.

Make Roth Withdrawals in Most Other Taxable Income When Applicable

Add Sweden to "International Tax Presets"

Seller/Owner Finance Option (Takeback mortgage)

Reorganize plot menu to be more user-friendly

Additional Option for "Allow Withdrawals"

View-only URL for a plan

Foreign earned income exclusion, US taxes (FEIE)

RMDs vs Expenses view

Specific, personalized steps to take at retirement

Outcome Categories in Chance of Success

Better Analysis of Danger Scenarios in Monte Carlo

i-ORP Linear Program Add-on

Offer UI configurations in the Yearly Summary pane

s-corp taxation

Update Savings Account/CD APYs Globally on Current Finances and auto-sync to Plans

Connect with a professional coach/advisor to review plan on-demand

Canadian Tax credit RRIF

Medicare Taxable Wages

Rename: "Transfers" metric in new plot builder to "Roth Conversions"

Only allow "earned income" for IRA contributions.

Move Conversion % from Tax Consequences UI to Roth Conversion UI

Window size of Accounts, Income, Expense, etc Plan windows ...

Dual-taxation model for clients with multiple tax obligations

Expense Management

Milestone: UI Tweak

Solve For Expenses

Tax Strategy: Charity gift to stay under tax bracket

Funded Ratio

Sliders to quickly adjust Income and Expense items

Australian Superannuation Contributions

Possibility to copy/paste tax brackets

Dynamic Chance of Success for Fixed Date Plans

Ability to see visualize upward (or downward) progress against asset type or class.

Property transaction taxes

Add option to mirror W4 for each income item

Plan starting conditions from projected account values

Create two instances of the tax settings when planning for couples with separate taxation to be able to individualize rates / deductions

Contributions plot – apparent mis-categorization of 401k matching contributions

Tax Analysis - Rate Progression graph: More detailed information on rate composition

end an account

Improve Concessional / Non-concessional Employer Match with combined Cash Flow Priority

Withhold taxes from taxable investments and savings accounts

AI Chatbot

Implement a "Logout of all sessions" feature

Add support for including fees from taxable investment accounts as an income reduction for taxes

Future “Starting amount” should reflect inflation +X%

Implement SSO

Option for semi-annual compounding for Canadian mortgages

[USA] Support "Married Filing Separately" Federal and State filing status

Allow for modeling bond allocation in terms of years leading up to and years after retirement

Allow bi-weekly and/or custom payment frequency.

Side Hustle QBI deduction

Gift of an Asset

Ballon payments on vehicle finance

Set net worth X-axis as Year 0, 1, 2, 3, etc.

House Appreciates at House Appreciation Rate Before Purchase

Lock Years to Pay Off Home Loan Instead of Monthly Payment

Freeze Headers while scrolling in Progress Points table

Non-qualified Withdrawal Warning (different from Early Withdrawals)

Roth conversion real time metric view

Allow alternative cost basis method per account (Taxable Investments)

Support drawing down from Pledged Asset Line and calculate the interest paid until the amount withdrawn is paid back

Add RSUs to Monte Carlo simulations

Chance of Success should include triggered property liquidations

Allow net worth to display as rolling average of X years/months

Add option to repeat an expense X times (in reccurance options)

Change default historical MC sim to "random years, non-chronological"

Option to contribute X% of an income to any account, not just 401k.

Add time criteria for automobile 'Yearly Maintenance Costs'

For Monto Carlo, denote if plan ever came close to failing, not just the final NW

Australia - Medicare levy threshold

Filter Sankey Chart by Expense(s)

Make Real Assets like precious metals behave more like a taxable investment accounts in terms of sales and drawdowns

Expected Value: Deterministic and Probabilistic

Executive Deferral Plans

Roth Conversions Linked to Existing Roth Account

Allow for entering investment assets by type

Add arrows (left, right) on age slider

Link to Account in Plan View from Current Finances

Allow entering email and password immediately

In Plan view, add "Funded from <account name>" under Custom Expense Name in Detailed View

In Plan view, allow more characters in the Name to be visible on larger monitors

Reset Monte Carlo Data Sources to Default

Improved Summary Metrics Column Behavior

Add real rate of return to Monte Carlo results table

Independence criteria: net worth > 0 at end of life

Pin salaries and assets to top bar to change a variable

Support variable mortgage interest deduction limits by state

Dividend amount vs. yield

Toggle between TCJA tax bracket options

Bi-annual Income Frequency

Be able to categorize an expense as a Tax

Increase Simulation Count

Add one off expense option for House expenses.

Credit Cards to incur debt

Life insurance need

Random number seed for the MC simulation

Line Item Depreciation Enhancement

Selected Year in Plan View should display projected values in plan items

Add Monthly Payout to Defined Benefit Pension

Allocate Income to partner

Improved Inflation Increase Calculation

"I Already Own This" checkbox for Housing Assets created inside the plan.

Non-concessional super being abandoned early (Bug)

Plan-wide Crypto growth rate modelling

Allow saving comparison into a new plan

Expense and Income card - show range of values for Advanced mode

Flexible expenses - in deterministic mode

Display Income and Expense value range, over time

Pro Account feature: on-boarding of clients, and spinning them off as Premium customers

Scriptable objects & API for advanced users

Triggered Expenses / Donations (a DAF funding idea)

US Tax Estimation - Savers Tax Credit (leanfire)

Display frequency label next to 'Starting Amount' when handling recurring items

Grouped accounts

Descriptions for advanced contribution types

Mortgage Escrow for Property and Insurance Fees

Allow for more than one income tax scheme or picking of deductions

Report on asset allocation relative to set target

More complex investment feature

Simple Investment Calculator

Housing Assets - Property improvement expense type

Proportional inflation adjustment for progress on Fixed-Date Plans

Add Probability of occurrence to events (income and expenses)

Monte Carlo, allow import of custom data via csv

Ability to model Return of Capital Investments, ROC

Milestone Metrics - Investment Growth Rate, Annual Contributions, etc

Give all (or select) value fields the ability to do math upon entry

Trial Averages In chance of success

Create a backup each time I work with a Client File

Allow for milestone to be based on income

Add Real Asset equity as selectable milestone criteria

Allow additions to capital gains, for all real assets.

Inheritance - Model multiple beneficiaries in accounts

Add Tax Analytics Metrics: Taxable Investments, Tax Deferred Investments, Tax-Free Investments, and Cash

Custom std deviation growth rate per investment

Allow more than 20 custom plots

Support UK EIS & SEIS investment types

Add Hawaii Act 46 state tax bracket and standard deduction phase ins

Add summary in top category card

Income Item: ability to define cost basis $ or % when sending funds to a Taxable Investment account

Add Rental Income option to Land Asset

Flexible Spending - Metric - cumulative annualized return in place of ATH

New plot metric: Remaining debt

Spouse Location, and separate taxation of partners

Shared Logins

Tie Location to an Asset (for tax calculations)

New Jersey, 403b, 457b contribution and distribution taxes

Add employer matching contribution to MBDR

Chart UI Tweak: X-axis to always include year, age, tax filing, and location

Separate real property tax from personal property tax

Milestone: ability to duplicate into other plans

Georgia income tax rate adjustments

Fail Monte Carlo runs that exceed withdrawal strategy

"% of inflation" Change of Time option

Percentage view for pie charts

Custom Date range for Progress Tab

Disable a Plan Item when a Milestone is activated

include Tax-exempt Municipal Bond Interest in IRMAA MAGI calculation

Single-click to run multiple Chance of Success scenarios

Selecting multiple years/milestones for "one-time" expenses.

Simple Exempt/Include for "State" Income Tax

Canadian Age amount tax exemption/credit

Allow multiple specific income streams for any cash flow priority

UI change: Persist left sidebar mode/position

"Continue after Life Expectancy" option for Accounts, Income, Expenses, Milestones, etc.

HSA: have contribution split across Me/Spouse HSA accounts

Accumulating funds / ETFs

Update Years in Effect to include AND/OR logic (like what is in Milestones)

Add: Medicare Expense start/stop icon

give better filtering capabilities for the results of monte carlo trials

Allow linking of loan payments in addition to linked balance, etc.

Selling one asset to downpay another (time linked)

Show monthly amount in summary

Print out time line or listing of events that happen each year.

Carry Forward Concessional Contributions to Superannuation

UK Rental Property held in an Limited Company

Add Amortization withdrawal strategy (ABW)

Add rates over a time period as criteria

Support GST/VAT/Sales tax on expenses

Show total taxes in hover pane on Taxes subtab in Tax Analytics

Support "Advanced Growth Rate" graph for Real Assets

Add Fixed Contributions Option (history) to Roth IRA

Add Swedish PPM (premiepension) as investment type

Add ability to model investment growth rate as a Power Law

Add ability to save curves in "advanced" growth rate, roth conversion, etc., curve editors

Rate Progression UI Refinements

Make life events in Sandbox Mode easy to add to Current Plan

Brokerage Account Turnover and Taxes

Rental income in actual currency please

Self-directed (or multiple IRA account) RMD priority and transfers

Goal Seek for Account Selection or Tax Decisions

Prevent 72t from beginning after the qualified withdrawal age.

Deflate tax brackets and contribution limits for fixed-date plans that start in prior years

[USA] Allow different filing status for Federal and State

Separate total income stream amounts from the frequency of payment

Ability to track foreign properties

Adjustable Sales Price for a Real Asset

Hebeler Autopilot II withdrawal method

Allow All Expense types to Fund from a Specific Account

Link multiple loans to an asset

Expose Tax Settings when 'Estimate for Me (US)' is selected

Puerto Rico Taxes Fix

Better indication of accounts that are linked to Starting Conditions vs. Current Finances

Allow for Medicare adjust via SSA-44 form at retirement (or other life change events)

Change backend hostname on frontend nginx conf?

Add a Gen Ai layer to the whole app for personal finance advice

Multivariate assumption optimization to include QOL

Add deductible limit/carryover length to 529 accounts

Vend multi-platform artifacts for self hosting

Tax Deduction with Carryforward

Community Metrics

Add Institutional Capital Market Assumptions Pick-List to Monte Carlo

Add an option to breakdown current finances by individual

Allow growth to be specified as either APR (simple) or APY (compounding)

US Tax mode. Reporting quirk in summary pane -- LTCG and Unused Deductions

Y-axis scales automatically to the displayed range.

Selling a house that is underwater should payoff the mortgage in it's entirety

Ability to visualize investment growth rate in simulation results

Custom work weeks for hour income

Replace the generic person icon with the icon of the person that the age is based of.

Allow different tax rates for each person when filing separately

Show owner's name in chart icons

Add additional options to recurrences to include cut offs

Add a "Total Outflows" group/expanison panel for Annual Summary

Summary table of retirements ages based on customizable net worth and spending brackets for all plans

Real Assets setup improvements are needed to reflect common scenarios

Add choice for 72t life expectancy tables

Real Estate Transfer Tax

Percentage of Income Across Multiple Priorities

Enhance Locale Settings

Add option for Untaxed Super Fund (AU)

Update to 'Locale' on Dashboard -> Display Currency

RTL support in names and descriptions

"Stacked by Account" plots, but grouped or summarized by Account Owner

Separation Modeling (Joint --> Solo)

Periodic asset liquidity

Support for Brazilian pension plans (PGBL and VGBL)

Change Export File Naming For Better Sorting

Allow Rearrange of Custom Plots Order

Alerts to advisor's pro account email from Projection Lab based on client activity in connected account

Investments section - Add an option for Provident Fund (India)

Configurable percent of tax deduction for an expense

Smarter Invite Link Pop-ups

Add DTI to Info panel under plan view

Tax rates modifier over time.

Add bubbles on chart for achievement of cash-flow priorities

More than one source for House Financing

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

Sync notes from accounts to projection page (accounts and cashflow tabs)

Account fee on deposits as well as asset balance

Allow negative interest rates on savings

Allow Pro / Advisor account to enforce 2FA (MFA) for client logins