Shawn @PL edited a task

Shawn @PL moved a task into Completed

Shawn @PL edited a task

Shawn @PL moved a task into Completed

Shawn @PL moved a task into Completed

Shawn @PL commented on Donor-Advised Fund Account Type

Shawn @PL moved a task into Early Access

Shawn @PL moved a task into Early Access

Shawn @PL moved a task into Early Access

John Schink commented on Store the most recent "Chances of Success" outcome at the Plan level on the Dashboard

John Schink commented on Compare Monte Carlo results across plans

Grant Dickinson commented on Add an option to drawdown from other accounts to fund Emergency Fund

Kurt Brandly commented on Multi-currency Planning

Brandon G commented on Roth Conversion Optimization

Keith D commented on Ability to alter drawdown order at specific milestones

Shawn @PL moved a task into Building

Shawn @PL moved a task into Building

Charlie B commented on European data for automations/helpers

Wade Guidry commented on .CSV file download of future cash flows

Shawn @PL edited a task

Shawn @PL approved a task

Shawn @PL commented on India Tax Support

Shawn @PL edited a task

Shawn @PL commented on Add cost basis (and other fields) to accounts in Current Finances

Shawn @PL moved a task into Completed

Shawn @PL moved a task into Completed

Craig suggested a task

Craig commented on Flexible currency dates for fixed date plans

harryman commented on Add: Legacy planning

Bruce Berggren commented on Ability to further specify how to drawdown from accounts

Shawn @PL approved a task

Shawn @PL edited a task

Frank Wang commented on Ability to further specify how to drawdown from accounts

Nathan Ritchie commented on Ability to further specify how to drawdown from accounts

Rupert suggested a task

Peter Olmsted commented on Milestones can be associated with Spouse, so milestone date reflects spouse's age

Edward Stewart commented on Family account

D Gray commented on Enhance the Drawdowns to be only up to certain amounts or tax brackets

shannon wade commented on Option to link accounts for real-time balance updates

Charlie B commented on Add Portugal to "International Tax Presets"

R P commented on Roth Conversion Optimization

David G commented on Convert Progress Points to "Snapshots"

Rob Case commented on Filter Monte Carlo Simulation Results by Milestone age

Shawn @PL moved a task into Rejected

Shawn @PL commented on Allow milestones to delay start of a House's "Generate Rental Income" option

Shawn @PL approved a task

Shawn @PL edited a task

Shawn @PL approved a task

Bruce commented on Roth conversion - tax bracket

Bruce commented on Roth Conversion Optimization

Frank Wang commented on Enhance the Drawdowns to be only up to certain amounts or tax brackets

Frank Wang commented on Ability to further specify how to drawdown from accounts

Ed Jakubiak commented on Add Probability of occurrence to events (income and expenses)

Ed Jakubiak suggested a task

Andrew Sterian commented on Roth Conversion Optimization

David M commented on Transfers - schedule between accounts (once or recurring)

David M commented on Chance of Success - more data sources

David M suggested a task

Steve Barker commented on Georgia income tax rate adjustments

Washburn commented on Ability to further specify how to drawdown from accounts

P R commented on Ability to further specify how to drawdown from accounts

Robert commented on Series I Bonds Account