Activity for ProjectionLab on changemap

Thursday 07 May

Richard Luxenberg commented on Allow for in year tax payments

Thanks, I agree. That’s too much work to maintain. It …

fletchmath

Jonathan Ebbers commented on one-page summary of active accounts

I should have noted - “manually” annotate usernames/passwords. I don’t …

fletchmath commented on Allow for in year tax payments

I used a suggestion Shawn made a year or so …

Richard Luxenberg

Alfred commented on Add support for monthly/daily simulation granularity

on this topic, monthly granularity - have a switch that …

Shawn @PL approved a task

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Enable an estimation mode for historical progress points/snapshots

1 2

Shawn @PL moved a task into Rejected

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Enable an estimation mode for historical progress points/snapshots

1 2

Shawn @PL approved a task

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Pin charts/widgets onto the Dashboard

1 1

Shawn @PL approved a task

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one-page summary of active accounts

1 2

Shawn @PL commented on one-page summary of active accounts

This part scares me a little ” as well as …

Shawn @PL approved a task

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Ability to track MYGAs

1 2

Shawn @PL commented on Ability to track MYGAs

Just linking the current workaround from discord. https://discord.com/channels/869222901054857216/1409467690682155080/1499946239465095319

Shawn @PL edited a task

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Family account

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Wednesday 06 May

Richard Luxenberg commented on Allow for in year tax payments

Since this doesn’t exist yet, how do you all handle …

Tuesday 05 May

Shawn @PL moved a task into Suggestions

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Add Sweden to "International Tax Presets"

2 1

Shawn @PL moved a task into Duplicate - Closed

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Add Sweden to "International Tax Presets"

2 1

Richard Luxenberg commented on Ability to exclude property taxes from Tax Analytics tab (and ideally Cash Flow tab)

I agree. Seeing property tax on these screens is really …

debogande commented on Allow for in year tax payments

Yes, this would be a feature that would make our …

Monday 04 May

Jonathan Ebbers suggested a task

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one-page summary of active accounts

1 2

Infensa Infensum commented on End-to-end cash-flow for Joint Accounts (isolated finances)

This would be ideal also for people with more complex …

Saturday 02 May

Jason M commented on Add Children/Dependents names/bdays to set expenses around their ages

This would also be very helpful for getting taxes correct. …

Friday 01 May

Sat Thiru commented on Pin charts/widgets onto the Dashboard

By Dashboard, I mean the PLAN tab - or you …

Sat Thiru suggested a task

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Pin charts/widgets onto the Dashboard

1 1

Angela M commented on Ability to track MYGAs

Thursday 30 April

fletchmath commented on Allow for in year tax payments

That’s true, but PL simulates on an annual time step, …

Mark Limke

Dan Matthews commented on Creating a Better Report for the Client

This report should be available for the non-pro (non-advisor) user …

Wednesday 29 April

Arthur Knapp commented on Tax withholding (link to tax rates)

I would like this. I hope it moves forward.

Tim Rowell commented on Family account

I also would love this, would like to be able …

Angela M suggested a task

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Ability to track MYGAs

1 2

Mark Limke commented on Allow for in year tax payments

I’d be concerned because estimated tax payments and actual withholding …

fletchmath

Shawn @PL approved a task

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Add tax withholding to auto-estimated social security

1 0

Tuesday 28 April

fletchmath commented on Add feature for Reverse Mortgages

I described my hacky approach to approximating a HECM on …

fletchmath suggested a task

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Add tax withholding to auto-estimated social security

1 0

fletchmath commented on Allow for in year tax payments

Mason Prokop commented on Full Tracking of TFSA contribution room

Agreed!

Duc Phan

Shawn @PL approved a task

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Employer contribution that change with time

1 0

Shawn @PL approved a task

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Add option to change order of stacked bars in plots

1 0

Stephen Osborne commented on Asset specification + allocation

You really need this feature for all the tax optimization …

Shawn @PL approved a task

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Drawdown should not split between accounts automatically

1 0

Shawn @PL approved a task

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Monte Carlo Simulation for different markets

1 1

Shawn @PL moved a task into Duplicate - Closed

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Monte Carlo Simulation for different markets

1 1

Shawn @PL commented on Monte Carlo Simulation for different markets

This appears to be a duplicate of / related to: …

Shawn @PL approved a task

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Danish Retirement Account support (Denmark)

1 0

Shawn @PL approved a task

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Roth conversion within plan

1 1

Shawn @PL moved a task into Pending more detail

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Roth conversion within plan

1 1

Shawn @PL approved a task

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Chance of Success VS Chance of Death

1 1

Shawn @PL moved a task into Pending more detail

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Chance of Success VS Chance of Death

1 1

Shawn @PL commented on Chance of Success VS Chance of Death

I don’t think I know where to begin with this …

Shawn @PL commented on Allow 'fixed' dollar value items to be added to/subtracted from property taxes

Approved. But the likelihood of adding this could be low. …

Shawn @PL approved a task

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Allow 'fixed' dollar value items to be added to/subtracted from property taxes

1 1

Shawn @PL approved a task

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Cashflow Sankey diagram: Inflow --> Accounts --> Outflows

1 1

Shawn @PL moved a task into Rejected

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Cashflow Sankey diagram: Inflow --> Accounts --> Outflows

1 1

Shawn @PL commented on Cashflow Sankey diagram: Inflow --> Accounts --> Outflows

Cool idea, but ProjectionLab doesn’t really conceptualize income hitting accounts …

Shawn @PL commented on Roth conversion within plan

Please elaborate on how you would like this to function. …

Shawn @PL edited a task

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Ability to fund expenses from a specific list of incomes in addition to specific accounts

1 1

Shawn @PL approved a task

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Ability to fund expenses from a specific list of incomes in addition to specific accounts

1 1

Shawn @PL moved a task into Duplicate - Closed

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Ability to fund expenses from a specific list of incomes in addition to specific accounts

1 1

Shawn @PL commented on Ability to fund expenses from a specific list of incomes in addition to specific accounts

This appears to be a duplicate of / related to: …

Shawn @PL commented on Make Portfolio Projections Smarter with Asset-Level Modeling

duplicate of - https://changemap.co/projectifi/projectifi/task/8747-add-detailed-asset-class-models/

Shawn @PL approved a task

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Make Portfolio Projections Smarter with Asset-Level Modeling

1 1

Shawn @PL moved a task into Duplicate - Closed

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Make Portfolio Projections Smarter with Asset-Level Modeling

1 1

Shawn @PL approved a task

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New Washington State income tax

1 1

Shawn @PL commented on New Washington State income tax

It’s doubtful we would make it optional, as that would …

Shawn @PL approved a task

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Optimize Tax Strategy Search Constraints

11 0

Shawn @PL suggested a task

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Optimize Tax Strategy Search Constraints

11 0

Monday 27 April

Duke Crow commented on Add additional plot Metrics in Plot Builder

Yes, please add the ability to include ANY granular metric …

Sunday 26 April

John James suggested a task

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New Washington State income tax

1 1

Saturday 25 April

Suzanne Scott commented on Option to have a cash account's target balance tied to a loan balance

A lot of our strategy is real estate so this …

Joe G suggested a task

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Make Portfolio Projections Smarter with Asset-Level Modeling

1 1

Peter commented on MCP Server for LLM Integration

Took a pass at this today for my own personal …

Thursday 23 April

Mike Bendtsen commented on Optional mortality data overlay

Oh, very interesting concept! Guessing this would be another aspect/variable …

Mike Bendtsen commented on Add an option to drawdown from other accounts to fund Emergency Fund

Agreed — That said, I would curious on how people …

Margaret Rodriguez suggested a task

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Employer contribution that change with time

1 0

Aman Singh commented on Custom std deviation growth rate per investment

Hi is there any update on this?

Kyle Nolan moved a task into Completed

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Ability to Control Medicare Start Date, Part D Premiums etc.

2 1

Kyle Nolan moved a task into Completed

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Add: Medicare Expense start/stop icon

2 2

Kyle Nolan moved a task into Completed

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Roth conversion real time metric view

2 1

Kyle Nolan moved a task into Completed

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Show amount remaining in the bracket when showing the tooltip on hover

2 3

Kyle Nolan moved a task into Completed

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Roth Conversion - complete by age

3 1

Kyle Nolan moved a task into Completed

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[Drawdown Order] Tax optimization for canadian couples

3 1

Kyle Nolan moved a task into Completed

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Modelling Taxes on Dividends for Canadians

4 1

Kyle Nolan moved a task into Completed

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start date for drawing Social Security depending on financial conditions

4 2

Kyle Nolan moved a task into Completed

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Roth conversion - percentage

6 2

Kyle Nolan moved a task into Completed

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Allow classifying income as capital gains

6 2

Kyle Nolan moved a task into Completed

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withdrawal from tax-deferred up to a tax bracket

7 2

Kyle Nolan moved a task into Completed

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Spousal RRSP contribution

10 1

Kyle Nolan moved a task into Completed

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Dividend Flexbility

10 2

Kyle Nolan moved a task into Completed

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Update Social Security Benefit Based on Actual Age (Given actual benefit at full retirement age)

12 4

Kyle Nolan moved a task into Completed

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Tax Credit Support

13 4

Kyle Nolan moved a task into Completed

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Smart ACA tax credit

15 1

Kyle Nolan moved a task into Completed

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Income splitting for Canadians

15 7

Kyle Nolan moved a task into Completed

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Warnings when MAGI is close to the limit for Roth contributions

16 3

Kyle Nolan moved a task into Completed

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Tax Exempt: choose Fed, State, or Both

17 4

Kyle Nolan moved a task into Completed

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Capital Gains/Income Harvester (leanfire)

18 4

Kyle Nolan moved a task into Completed

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Drawdown from multiple accounts to meet a certain dollar value.

19 9

Kyle Nolan moved a task into Completed

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CPP & OAS Modelling for Canadians

20 4

Kyle Nolan moved a task into Completed

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More Granular Dividend Tax Treatment (Plan Level)

21 8

Kyle Nolan moved a task into Completed

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Start Value Change Over Time - expressions for defining starting value of future expenses / income, etc.

25 10

Kyle Nolan moved a task into Completed

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Uk workplace pensions should support 25% tax free on each withdrawal (UFPLS)

26 13

Kyle Nolan moved a task into Completed

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Option to withhold exact taxes

56 10

Kyle Nolan moved a task into Completed

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ACA Tax Credit/Deduction Estimator (leanfire)

58 7

Kyle Nolan moved a task into Completed

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Add Canadian Pension Plan (CPP), Old Age Security (OAS), and Employment Insurance (EI)

66 7

Kyle Nolan moved a task into Completed

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Roth Conversion Optimization

70 8

Kyle Nolan moved a task into Completed

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Enhance the Drawdowns to be only up to certain amounts or tax brackets

92 12

Kyle Nolan moved a task into Completed

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Automatic estimator for US social security

134 15

Kyle Nolan moved a task into Completed

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Roth conversion - tax bracket

238 15

Kyle Nolan moved a task into Completed

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Ability to further specify how to drawdown from accounts

247 56

Kyle Nolan moved a task into Completed

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Optimizers

333 50

Chuck Kramer commented on Option to link accounts for real-time balance updates

Need to deal with 401k accounts with multiple sources where …

Jonathan Wheaton suggested a task

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Ability to fund expenses from a specific list of incomes in addition to specific accounts

1 1

Tuesday 21 April

Eric P. commented on Sensitivity Analysis

This would be awesome. I would love to see how …

Eric P. suggested a task

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Danish Retirement Account support (Denmark)

1 0

Johan Peterson suggested a task

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Roth conversion within plan

1 1

Monday 20 April

CyberTim suggested a task

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Add option to change order of stacked bars in plots

1 0

Joe Jette suggested a task

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Drawdown should not split between accounts automatically

1 0

Thomas H commented on Allow milestones to look ahead at future expenses

This would be useful for planning for expected short-term expenses …

David G commented on Allow Milestones based on other age-based milestones to use negative year offsets

If you ping me on the discord channel (I’m @sidvondagger …

Sunday 19 April

Kyle Levesque suggested a task

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Monte Carlo Simulation for different markets

1 1

Kyle Levesque suggested a task

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Chance of Success VS Chance of Death

1 1

Keith Vassalotti commented on Option to Exclude Accounts from Asset Allocation

I misstated that. It does apply to all financial assets …

Saturday 18 April

Kv Rob commented on More Granular Dividend Tax Treatment (Plan Level)

Great to see this feature being considered for development. As …

Aubrey Williams commented on Allow Milestones based on other age-based milestones to use negative year offsets

I set a My Birth milestone and when I try …

Morgan P commented on Option to Exclude Assets from Dashboard Net Worth

I would like to see a view of my Net …

Friday 17 April

Jay KapLon commented on Option to link accounts for real-time balance updates

I’d like to see either Plaid integration to directly pull …

Jay KapLon suggested a task

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Allow 'fixed' dollar value items to be added to/subtracted from property taxes

1 1

Thursday 16 April

John Mayes commented on Option to link accounts for real-time balance updates

I will add that in addition to keeping balances up …

Teun commented on Forecast for Actual Progress

I would really like this, as we can estimate how …

John Mayes commented on Option to link accounts for real-time balance updates

I want to strongly support this feature. I link my …

David G commented on Allow Milestones based on other age-based milestones to use negative year offsets

Yes you can already do positive offsets - I already …

Wednesday 15 April

Shawn @PL approved a task

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Australian superannuation - Division 293 Tax

1 0

Shawn @PL edited a task

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Read-Only Access - share with CFP

1 0

Shawn @PL approved a task

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Read-Only Access - share with CFP

1 0

Shawn @PL moved a task into Duplicate - Closed

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Read-Only Access - share with CFP

1 0

Shawn @PL approved a task

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Cash buffer account (via "conditions")

2 1

Shawn @PL commented on Cash buffer account (via "conditions")

Something like this might make sense as conditions on the …

Logan commented on Allow Milestones based on other age-based milestones to use negative year offsets

Is there actually capability do even do positive year offsets? …

Logan commented on Outcome Categories in Chance of Success

I think this is super useful, but would also love …

Tuesday 14 April

Mike Bendtsen suggested a task

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Cashflow Sankey diagram: Inflow --> Accounts --> Outflows

1 1

Monday 13 April

Linnea Schulenburg commented on Set milestones based on the sum of accounts

While many of the other features of Projection Lab are …

Sunday 12 April

Peter Croudace commented on New Zealand (NZ) charitable donations

Thanks for registering this Shawn, much appreciated.

Nigel Seymour suggested a task

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Australian superannuation - Division 293 Tax

1 0

Saturday 11 April

Shawn @PL approved a task

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New Zealand (NZ) charitable donations

2 1

Shawn @PL suggested a task

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New Zealand (NZ) charitable donations

2 1

Kirill Talanine suggested a task

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Cash buffer account (via "conditions")

2 1

Friday 10 April

Grant Dickinson commented on Option to Exclude Accounts from Asset Allocation

I’m also looking for a feature that allows exclusion of …

Shawn @PL edited a task

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Read-Only Access - share with CFP

1 0

Shawn @PL approved a task

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Australian superannuation - pre-tax contribution from investment income

1 0

Shawn @PL approved a task

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Option to Exclude Accounts from Asset Allocation

3 2

Shawn @PL edited a task

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Option to Exclude Accounts from Asset Allocation

3 2

Shawn @PL approved a task

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Support widow/widower scenarios

1 0

Shawn @PL approved a task

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Annual Return Report

1 0

Joe Jette commented on Order Of Withdrawals Suggestion

agree and need to be able to specify account withdrawal …

Joe Jette commented on Allow changes to the default plan to flow into clones

This is a great idea. This way you can make …

Thursday 09 April

Mark S. commented on Add event badges to Sankey modal

I’m seeing this implemented in v4.6 (I don’t know when …

Chris Knight commented on Branching "plan" model with variables shared with parent plan

Would love for this to be prioritized! As a long …

ThreadingTheNeedle commented on Too much tweaking in plans/scenarios - show us the differences in the inputs we have changed

This would be really helpful! While the Compare and What …

Elizabeth Harden suggested a task

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Support widow/widower scenarios

1 0

Elizabeth Harden commented on Add support for Head of Household tax filing status

I would suggest adding Surviving Spouse tax filing status too.

Wednesday 08 April

Leslie Cass suggested a task

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Read-Only Access - share with CFP

1 0

Recent activity

Thursday 07 May

Wednesday 06 May

Tuesday 05 May

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Saturday 02 May

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Thursday 30 April

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