Recent activity

Thursday 24 April
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Kyle Nolan approved a task

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Sync with Actual Budget
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Wednesday 23 April
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Random Dude suggested a task

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Sync with Actual Budget
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Tuesday 22 April
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Kyle Nolan approved a task

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Expense Management
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Kyle Nolan approved a task

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Montecarlo Dashboard 2
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Kyle Nolan approved a task

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Montecarlo dashboard
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Kyle Nolan approved a task

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Add Portugal to "International Tax Presets"
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Kyle Nolan approved a task

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Option For Withdrawing All Dividends First Before Principal Is Taken For Investors With Dividend Portfolios
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Osm suggested a task

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Expense Management
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Osm suggested a task

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Montecarlo Dashboard 2
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Osm suggested a task

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Montecarlo dashboard
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Sean suggested a task

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Add Portugal to "International Tax Presets"
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Sean commented on savings accounts: option for foreign currency + exchange rate

Currency exchange is proving a huge variable to my planning …
Monday 21 April
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Carl Sanger suggested a task

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Option For Withdrawing All Dividends First Before Principal Is Taken For Investors With Dividend Portfolios
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Sunday 20 April
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Kyle Nolan approved a task

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Netherlands Wealth Tax framework
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r0gerthat suggested a task

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Netherlands Wealth Tax framework
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Saturday 19 April
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Kyle Nolan approved a task

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give better filtering capabilities for the results of monte carlo trials
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Kyle Nolan approved a task

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Milestone: UI Tweak
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Kyle Nolan approved a task

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Insurance Category
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Friday 18 April
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Brian Jacobs commented on Cash flow data in tabular form

Tabular form is also used by most other tools like …
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Brian Jacobs commented on Ability to indicate if an account is included in wealth tax computations

Spain wealth tax planning as well!
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Andrew Richardson suggested a task

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give better filtering capabilities for the results of monte carlo trials
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Thursday 17 April
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Mike Bendtsen suggested a task

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Milestone: UI Tweak
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Mike Bendtsen suggested a task

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Insurance Category
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Nathan Lind commented on Option to link accounts for real-time balance updates

Oh good to know, thanks for bringing this up Andrew!
Andrew Conforti
Wednesday 16 April
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Andrew Conforti commented on Option to link accounts for real-time balance updates

Please don’t use Plaid or any other aggregator that doesn’t …
Tuesday 15 April
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Nathan Lind commented on Option to link accounts for real-time balance updates

Agreed, or Yodlee
Sean Smith
Monday 14 April
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Hungry Hipanonymous commented on Series I Bonds Account

Further, this would help correct the “percentage of bonds” making …
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Hungry Hipanonymous commented on Zoom in on individual Sankey Cash Flow sections

Agree, and hyperlinks to the source of each component, so …
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Hungry Hipanonymous commented on Templates for historical recessions, depressions, black swan events

Start your investment returns sequence in 1928
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Hungry Hipanonymous commented on Accurate modeling of US state tax on retirement income

This is hugely important for those in CA
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Hungry Hipanonymous commented on Series I Bonds Account

This would be hugely helpful, particularly if PL can automatically …
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Kyle Nolan approved a task

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Allow linking of loan payments in addition to linked balance, etc.
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Sunday 13 April
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A M suggested a task

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Allow linking of loan payments in addition to linked balance, etc.
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Friday 11 April
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Kyle Nolan approved a task

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Solve For Expenses
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Kyle Nolan approved a task

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Tax Strategy: Charity gift to stay under tax bracket
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Kyle Nolan approved a task

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Add: Legacy planning
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Thursday 10 April
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Aaron Fogle suggested a task

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Solve For Expenses
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Mike Bendtsen commented on Allow Milestones based on other age-based milestones to use negative year offsets

Would like to add a milestone that occurs x# of …
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Mike Bendtsen suggested a task

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Tax Strategy: Charity gift to stay under tax bracket
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Mike Bendtsen suggested a task

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Add: Legacy planning
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Mike Bendtsen commented on Roth 401k rollover to Roth IRA so contributions can be withdrawn.

yes – option within the Roth 401(k) settings to indicate …
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Mike Bendtsen commented on Add option to treat running out of money in the final year as a "Success"

Would like to see this as an option at an …
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Mike Bendtsen commented on Insights panel for when a plan fails

Agreed – I added a new expense of $100/mo and …
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Mike Bendtsen commented on Living expenses itemizer, with templates

I have multiple ‘Living Expenses’ in my Expenses section of …
Rusty Millay
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Mike Bendtsen commented on Living expenses itemizer, with templates

Or Monarch Money .... please :)
Diane Eagle
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Mike Bendtsen commented on Roth conversion - tax bracket

I’d like to be able to see a scenario where …
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Mike Bendtsen commented on Optimizers

Was wondering how I can tell ProjectLab that I want …
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Mike Bendtsen commented on Ability to further specify how to drawdown from accounts

Was wondering how I can tell ProjectLab that I want …
Tuesday 08 April
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Cole Schieferle commented on Option to link accounts for real-time balance updates

I use investment software that has transaction retrieval and reconciliation …
Monday 07 April
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Jenny D commented on Roth Conversion Optimization

👍🏻👍🏻👍🏻
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Jenny D commented on Bug-out Net Worth

Love this
Saturday 05 April
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Kyle Nolan approved a task

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Selling one asset to downpay another (time linked)
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Shaun Read suggested a task

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Selling one asset to downpay another (time linked)
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Cole Schieferle commented on PDF Reports

I agree. My clients want a tangible fixed report they …
Thursday 03 April
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Cole Schieferle commented on Add company logo to dashboard

I agree, this would be a great addition for Advisors.
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Kyle Nolan approved a task

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Copy & Paste in Advanced Change Over Time Editor
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Wednesday 02 April
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Travis Cook suggested a task

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Copy & Paste in Advanced Change Over Time Editor
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