Optimizers

Ability to further specify how to drawdown from accounts

Branching "plan" model with variables shared with parent plan

PDF Reports

Roth conversion - tax bracket

Living expenses itemizer, with templates

Transfers - schedule between accounts (once or recurring)

Flex % on expenses for Monte Carlo mode

Chart options for Compare Mode

Multi-currency Planning

Housing - Allow modeling of mortgage series

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

Better support for modeling stock options

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

Change history feature with "undo"

Transfer of Assets upon death

Convert Progress Points to "Snapshots"

"Decision variables"

Increase scheduling precision

Specifying expenses/deductions as percentages of other things

Post-Tax Net Worth

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

Variable rate loans

Make taxes global not per project

Insights panel for when a plan fails

Add First Home Savings Account (FHSA) for Canada

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

Optional mortality data overlay

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

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

"safe to share" mode for maximal virality

Specify a withholding percent on tax-deferred withdrawals

Bi-weekly frequencies

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

Add quarterly frequency option

Warnings when MAGI is close to the limit for Roth contributions

Support modeling private equity / VC

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

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

Match inflation limited to +/-X%

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

Milestone trigger only until a certain age

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

Non-Reinvested Dividends should follow the Cash Flow Priority rules

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

B2B API for Running Simulations

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

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

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