Optimizers

Ability to further specify how to drawdown from accounts

Asset specification + allocation

Branching "plan" model with variables shared with parent plan

Roth conversion - tax bracket

PDF Reports

Flex % on expenses for Monte Carlo mode

Transfers - schedule between accounts (once or recurring)

Living expenses itemizer, with templates

Multi-currency Planning

Housing - Allow modeling of mortgage series

Housing - Allow modeling of rental activity / owner occupancy as a series of events

Inherited IRA (non-spouse) - model RMD withdrawals required earlier than 72.

Better support for modeling stock options

Convert Progress Points to "Snapshots"

Change history feature with "undo"

"Decision variables"

Specifying expenses/deductions as percentages of other things

Post-Tax Net Worth

Variable rate loans

Add First Home Savings Account (FHSA) for Canada

Add historical US real estate appreciation data source for Monte Carlo, etc

Insights panel for when a plan fails

Make taxes global not per project

Add France in the "International Tax Presets"

Option to force pension lump sum withdrawal

Add an option to drawdown from other accounts to fund Emergency Fund

Support modeling private equity / VC

Optional mortality data overlay

Warnings when MAGI is close to the limit for Roth contributions

Bi-weekly frequencies

"Starting Amount" being a percent of another value or combination of values

Tax overhaul -- line item for Tax Credits in the cash-flow and summary pane.

"safe to share" mode for maximal virality

Add quarterly frequency option

Fixed Contributions for retirement accounts HSA, Roth IRA, Traditional IRA - Redux

Nested sub-menus in year selectors (your age, spouse's age, calendar year)

Make Life Expectancy a model variable similar to "Rich Broke or Dead"

Plots > Chart Options > Appearance: Specify precision (number of decimal places)

Match inflation limited to +/-X%

Milestone completion table for Compare mode

Add custom accounts for other countries

Option not to deduct SS tax from salary

Set default Mean / Std. Dev in Data_Sources:Normal_Distribution based on Historical Actuals

Bond allocation presets

Show output of Chance of Success MC simulations by Age/Year of "Failure"

See the last time each client logged in. I want to reach out and bother people that are underutilizing it.

Add option to treat running out of money in the final year as a "Success"

Have employer HSA contributions follow the frequency for employee

B2B API for Running Simulations

'Fund With' list should not include accounts that are already "excluded from finances"

Overview dashboard and more "Plan totals" tiles

More informative UI for when a subscription lapses

Make chart zoom controls zoom to selected year if there is one