1+ votes :speech_balloon: Interest-only loans 9 2 :speech_balloon: Refinance Mortgage 9 4 :speech_balloon: Housing - Allow multiple mortgages 4 1 :speech_balloon: Option/Toggle to hide monetary values 2 0 :speech_balloon: List of yearly tasks users must perform to meet goals 2 1 :speech_balloon: Allow for recast mortgages 1 1 :speech_balloon: Provide Deferred Compensation/Income Account Type 1 2 :speech_balloon: Playbook 1 3 :speech_balloon: Flows that trigger based on market conditions 1 1 :speech_balloon: Add the ability to keep a chart scale locked, and/or display a warning toast when scale changes due to a display toggle 1 1 :speech_balloon: Scaled Historic Monte Carlo 1 1 :speech_balloon: Allow the Conversion Optimizing tool to specify from where taxes will be paid. 1 1 :speech_balloon: Bucket Strategy with if then driver 1 1 :speech_balloon: Allow modeling of periodic contribution increases in account flows 1 1 :speech_balloon: AI assistant 1 1 :speech_balloon: Reduce SORR by editing drawdown sources based on return thresholds. 1 1 :speech_balloon: AI Guidance 1 1 :speech_balloon: Use SSA-44 'life change event' form 1 1 :speech_balloon: Add a printable/exportable report that summarizes the information in Current Finances 1 1 :speech_balloon: Apply to all plans option 1 1 :speech_balloon: Propagate to Other Plans 1 1 :speech_balloon: Add notes or comments to expenses 1 2 :speech_balloon: Flexible Spending - Compare against Net Worth ATH vs Market ATH 1 3 :speech_balloon: Roth Flow > Always fund w/ Earned Income 1 1 :speech_balloon: Add support for credit options 1 1 :speech_balloon: Monte Carlo Simulation for different markets 1 1 :speech_balloon: Ability to fund expenses from a specific list of incomes in addition to specific accounts 1 1 :speech_balloon: Make Portfolio Projections Smarter with Asset-Level Modeling 1 1 :speech_balloon: Read-Only Access - share with CFP 1 0 :speech_balloon: Client Report for Pro tier 1 1 :speech_balloon: Selling a portion of an Asset (vs all of it) 1 1 :speech_balloon: Allow "Contributions are fixed" for all account types 1 1