Saturday 27 June Kevin Osborn commented on Creating a Better Report for the Client Agree. Not just Professional but premium subscribers also. Kevin Osborn commented on Bucket Portfolio Strategies I think the real benefit to setting up bucket strategies … Kevin Osborn commented on Order Of Withdrawals Suggestion Yes please. Essentially this a bucket strategy and is one … Kevin Osborn commented on Chance of Success - track individual account balances for each trial I upvoted not as much for the title re: balances … Kevin Osborn commented on Allow changes to the default plan to flow into clones Totally agree. From an implementation plan I think it would … Kevin Osborn commented on Support "Bucket Withdrawals" in Retirement with fill-ups from progressively more high risk accounts Agree. The bucket strategy can be one of the biggest … Kevin Osborn commented on Compare Monte Carlo results across plans Further, even taking a screenshot does not truly allow you … Kevin Osborn commented on Ability to alter drawdown order at specific milestones Agree. Dynamic drawdown order would be most beneficial not by … Keith D Thursday 25 June Annie Caron commented on Better way to model things like HELOC Support Smith Manoeuvre with tax deductions on a loan you … Tuesday 23 June kevin earls commented on MCP Server for LLM Integration Great idea. Sunday 21 June Benjamin Harkins commented on 401K Split between Tax Deferred and Roth same. split would be helpful. Jeremiah Leary commented on Add: Scenario concept (wizard, organizer, visual layer, etc) So I have been using Claude to help validate plan … Friday 19 June BRIAN MOORE commented on Branching "plan" model with variables shared with parent plan Yes please! Very difficult when you make a change to … Thursday 18 June Naveen Muppane commented on India Tax Support Please add support for India account types, currency and tax … Wednesday 17 June Dan Matthews commented on Housing - adding projected remodel expense to a housing asset Just tried it, and if you add the house 3 … Dan Matthews Monday 15 June Dan Matthews commented on Housing - adding projected remodel expense to a housing asset I think you could do this: Add two more Homes … Saturday 13 June Jeremiah Leary commented on Add: Scenario concept (wizard, organizer, visual layer, etc) I was thinking about something similar. I would like to … Wednesday 10 June Kim commented on Multi-currency Planning I’m from the US but currently working abroad so my … Michael commented on Add First Home Savings Account (FHSA) for Canada Any plan to move forward with the FHSA feature? It … Tuesday 09 June Shawn @PL approved a task :speech_balloon: Save (up-to-5) Chance of Success conditions in Settings -> Rates 1 5 Dan Matthews commented on Separate Fed and State Income Tax Withholding in Setting also, FWIW, I tried this just now - I changed … Dan Matthews commented on Separate Fed and State Income Tax Withholding in Setting nearly=merely… Dan Matthews commented on Separate Fed and State Income Tax Withholding in Setting Thanks for the feedback. FWIW I do actually view this … Shawn @PL Monday 08 June Shawn @PL approved a task :speech_balloon: Make "Save anything left over" milestone-dependent 1 1 Shawn @PL commented on Make "Save anything left over" milestone-dependent Related suggestions: Add ability to choose account when selecting “save … Shawn @PL approved a task :speech_balloon: Place duplicated items directly below the parent 1 1 Shawn @PL edited a task :speech_balloon: Place duplicated items directly below the parent 1 1 Shawn @PL commented on Place duplicated items directly below the parent Originally. you had added this – “Milestones Inside Advanced Mode … Shawn @PL edited a task :speech_balloon: Place duplicated items directly below the parent 1 1 Shawn @PL approved a task :speech_balloon: Separate Fed and State Income Tax Withholding in Setting 1 5 Shawn @PL edited a task :speech_balloon: Separate Fed and State Income Tax Withholding in Setting 1 5 Shawn @PL moved a task into Rejected :speech_balloon: Separate Fed and State Income Tax Withholding in Setting 1 5 Shawn @PL approved a task :speech_balloon: Separate Fed and State Income Tax Withholding in Setting 1 5 Shawn @PL commented on Separate Fed and State Income Tax Withholding in Setting Thanks for your suggestion. The representation of all income tax … Shawn @PL approved a task :speech_balloon: Sync with Monarch 1 1 Shawn @PL commented on Sync with Monarch Related suggestions: Option to link accounts for real-time balance updates … Shawn @PL approved a task :speech_balloon: Chance of Success Changes 1 1 Shawn @PL commented on Chance of Success Changes Related suggestions: Compare Monte Carlo results across plans Store the … Shawn @PL moved a task into Duplicate - Closed :speech_balloon: Reduce SORR by editing drawdown sources based on return thresholds. 1 1 Shawn @PL approved a task :speech_balloon: Reduce SORR by editing drawdown sources based on return thresholds. 1 1 Shawn @PL commented on Reduce SORR by editing drawdown sources based on return thresholds. This appears to be a duplicate or largely overlaps with … Shawn @PL moved a task into Duplicate - Closed :speech_balloon: AI Guidance 1 1 Shawn @PL approved a task :speech_balloon: AI Guidance 1 1 Shawn @PL commented on AI Guidance This appears to be a duplicate of: - https://changemap.co/projectifi/projectifi/task/7668-chatgpt-integration-for-insights-and/ - … Shawn @PL moved a task into Duplicate - Closed :speech_balloon: Use SSA-44 'life change event' form 1 1 Shawn @PL approved a task :speech_balloon: Use SSA-44 'life change event' form 1 1 Shawn @PL commented on Use SSA-44 'life change event' form This appears to be a duplicate of: https://changemap.co/projectifi/projectifi/task/9398-allow-for-medicare-adjust-via/ Shawn @PL approved a task :speech_balloon: Add a printable/exportable report that summarizes the information in Current Finances 1 1 Shawn @PL moved a task into Duplicate - Closed :speech_balloon: Add a printable/exportable report that summarizes the information in Current Finances 1 1 Shawn @PL commented on Add a printable/exportable report that summarizes the information in Current Finances This appears to be a duplicate of: - https://changemap.co/projectifi/projectifi/task/11306-net-worth-and-cash-flow/ - … Shawn @PL moved a task into Duplicate - Closed :speech_balloon: Apply to all plans option 1 1 Shawn @PL approved a task :speech_balloon: Apply to all plans option 1 1 Shawn @PL commented on Apply to all plans option This appears to be a duplicate of: - https://changemap.co/projectifi/projectifi/task/8623-addedit-income-expenses-priorities-etc/ - … Shawn @PL approved a task :speech_balloon: List of yearly tasks users must perform to meet goals 1 1 Shawn @PL edited a task :speech_balloon: List of yearly tasks users must perform to meet goals 1 1 Shawn @PL moved a task into Duplicate - Closed :speech_balloon: List of yearly tasks users must perform to meet goals 1 1 Shawn @PL approved a task :speech_balloon: List of yearly tasks users must perform to meet goals 1 1 Shawn @PL commented on List of yearly tasks users must perform to meet goals This appears to be close enough to these items (as … Shawn @PL moved a task into Completed :speech_balloon: Advisor-created, "authorized content" for YouTube channel 1 1 Shawn @PL approved a task :speech_balloon: Advisor-created, "authorized content" for YouTube channel 1 1 Shawn @PL commented on Advisor-created, "authorized content" for YouTube channel Thank you! Message received. We don’t track these kinds of … Shawn @PL moved a task into Pending more detail :speech_balloon: Enable option to set future tax withholding to equal calculated tax liability 1 1 Shawn @PL approved a task :speech_balloon: Enable option to set future tax withholding to equal calculated tax liability 1 1 Shawn @PL commented on Enable option to set future tax withholding to equal calculated tax liability PL already implements an Automatic tax withholding option on salary … Max commented on MCP Server for LLM Integration A Claude connector would be a god-send. Alessandra suggested a task :speech_balloon: Place duplicated items directly below the parent 1 1 Sunday 07 June Dan Matthews commented on Separate Fed and State Income Tax Withholding in Setting typo, not sure how to edit it: “Example: if you … Dan Matthews suggested a task :speech_balloon: Separate Fed and State Income Tax Withholding in Setting 1 5 David Z suggested a task :speech_balloon: Sync with Monarch 1 1 M T commented on Branching "plan" model with variables shared with parent plan Any updates? This is by far the most relevant missing … Saturday 06 June Jeremy Seattle commented on Table for cash flow analysis This appears to be a duplicate of: https://changemap.co/projectifi/projectifi/task/7060-cash-flow-data-in-tabular/ Is there …
