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Video: Tax Analytics

Video: Roth Conversions

Overhaul Help Center

Create Video: Getting Started with PL

Create ProjectionLab Youtube Channel

Remove milestone "Roth conversion vested" based on age

Config option for cash-flow priorities to repurpose excess cash on hand (or not)

HSA Contribution Limit assumes family when married instead of individual

Add ISAs to the 'fixed contribution' type

Asset sale proceeds to specific account

Plan to avoid bankruptcy in Monte Carlo simulation

Allow selling of Real Assets in Drawdown order

US Tax rates to reflect sunset of TCJA

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

HSAs should have a "Contributions are Fixed" option like 401ks do.

Offset accounts for mortgages

Housing - add a Tax-exempt checkbox for home sales

Landing Page Overhaul

Self-Hosted Deployment

More detailed tax calculation breakdown

Option to ignore income limits on roth ira

US Tax: Itemized Deduction Gap (over the Standard Deduction)

Show calendar year next to client age on date picker

Allow Real Estate Asset to use commercial depreciation method, or custom amount

Protect Taxable Investments from Drawdown?

Add an option on a Plan net worth chart to start the Y axis at zero.

Include IRMAA and NIIT schemes

Show investment returns, inflation % in all modes

Description of Cash withdrawal

Run monte carlo simulation on liquid net worth

Wealth tax for LNW instead of NW

Impossible to enter sharp jumps in bond allocation

Option to enter loan term directly, with monthly payment computed

Don't allow withdrawals until x age / milestone

Freeze account withdrawals before certain age

Ability to model 72t withdrawals

Roth conversion ladders

Custom growth rate curve for cryptocurrency in Monte Carlo simulations

Free Account: in-app reminders about lack of data persistence

Improve Cash-flow priority creation for spouse accounts, reduce errors

hide yearly summary categories

Explanation of sim calculations / methodology

Net Rental Income and US Tax Estimator

Make 529 accounts optionally tax-deductible

link 529 to Education expense

Specify accounts that can be used for specific expenses

Plan view to visualise flow between accounts over time

Allow selection of different withdrawl strategies in plans

Implement Sankey diagrams

Add support for married filing separately

Sliders for plan parameters

Move 529 from an expense to an account type

Add ability to copy an income/expense/asset entry to another existing financial plan (timesaving, reduce errors)

Net income

Milestones based on calendar years

X axis as years

Change your display name

Percentage-based "catch all" Cashflow priority

Add option for tax free treatment of dividends

Cashflow priority - change account

Option for "Unmarried with Partner"

Option for "Save by Default" vs "Spend by Default"

Give Yearly Summary its own view

Additional investment vehicle types for international locations

Finish subscription term before ending

Make a better way to transition from one subscription to another

Ability to Gift a Subscription

More options for cash reserve priorities

Summary for each plan on hover

Rebrand to ProjectionLab

Advanced editor for growth/inflation rates in deterministic mode

Add FAQ based on common discord questions

Render clickable links or markdown in popover for notes

401k employer match field is bugged

Add ability to leave per-account notes

Design a Disaster / Custom sequences of returns

View of just wealth drawdown when in retirement years

Advanced "change over time" editor

Tabular View

Model changes in investment growth rate over time

MILESTONE: Out of Debt / Mortgage Paid Off

Basic conditional logic for milestones

Drag/drop for reordering milestones

Table view - update side bar

New Milestone: When <account> balance reaches <criteria>

Export data to excel/CSV/JSON

Add a histogram chart to the monte carlo/backtest results page

Compare multiple decisions within a plan, then accept/reject

"Patterns" for asset purchases/sales, and income/expenses

More plots! And custom plots

Milestones with Tax Consequences

Plot anything from yearly summary

Performance tweaks

Life events like moves, which can change tax config

Add ability to to categorize mortgage as "expense" rather than "debt"

Age Variables

Improve in-app routing and forward/back support

Estimator for itemized deductions

Chart with liquidity view

Update all tax/contribution rules and rates for 2022

Implement approximate tax consequences for deductable expenses

Add RSS/Atom feed for changelog

Stacked account view

Define custom milestones such as your definition of FI

Conditional retirement

Assorted features for v2.4.0

Design Refresh

Ltd Company Income (UK)

Make event cards sortable and add a dense view

Employer contributions for HSA

Employer contribution limits

Allow one off payments to debts

One-time lump sump payment option for debts

Pro Mode

Allow data entry in either % or $ value for more fields

General design improvements

Improve design of plan-page card containers

Redesign Where You are Today screen

Allow plans to start at either fixed date or today

Re-work "Financial Priorities" section

Choose your own icons

Configurable drawdown order

Customize drawdown order (click-and-drag)

Model accounts individually

International tax configuration presets

Advanced tax configuration options

Plans with custom starting conditions

Mobile design and compatibility improvements

Sandbox mode with pre-populated templates to improve onboarding

More permissive pasting into currency fields

Improve couples planning experience

Capture actual progress points and compare against projections

Add Dashboard with high-level stats and plans