Optimizers

Branching "plan" model with variables shared with parent plan

Ability to further specify how to drawdown from accounts

PDF Reports

Living expenses itemizer, with templates

Transfers - schedule between accounts (once or recurring)

Flex % on expenses for Monte Carlo mode

Roth conversion - tax bracket

Chart options for Compare Mode

Increase APR precision to 3 decimal places

Multi-currency Planning

Better support for modeling stock options

Change history feature with "undo"

Convert Progress Points to "Snapshots"

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

"Decision variables"

Specifying expenses/deductions as percentages of other things

Increase scheduling precision

Transfer of Assets upon death

Make taxes global not per project

Add First Home Savings Account (FHSA) for Canada

Insights panel for when a plan fails

Variable rate loans

Add France in the "International Tax Presets"

Optional mortality data overlay

Death milestone and/or select multiple critiera for an income/expense/whatever

Option to force pension lump sum withdrawal

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

"safe to share" mode for maximal virality

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

Bi-weekly frequencies

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

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

Warnings when MAGI is close to the limit for Roth contributions

Support modeling private equity / VC

Post-Tax Net Worth

Add quarterly frequency option

Specify a withholding percent on tax-deferred withdrawals

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

high-contrast option when plotting a single metric to a stack

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

Milestone completion table for Compare mode

Add custom accounts for other countries

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

Match inflation limited to +/-X%

Milestone trigger only until a certain age

Bond allocation presets

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

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

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.

Option not to deduct SS tax from salary

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

Have employer HSA contributions follow the frequency for employee

Non-Reinvested Dividends should follow the Cash Flow Priority rules

Overview dashboard and more "Plan totals" tiles

B2B API for Running Simulations

More informative UI for when a subscription lapses

Upgrade to Vuetify 3

Migrate to Vue 3

Migrate to Firebase Modular API

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