CHRISD commented on Capital Loss Carryforward

Rohan Willard commented on Housing - Allow modeling of rental activity / owner occupancy as a series of events

QuinGold commented on Toggle milestones with a single click

QuinGold commented on Model living expenses as a roll up of individual expenses

Cornbread commented on Allow grouping of expenses in Sankey diagrams

Cornbread commented on Allow grouping of expenses in Sankey diagrams

Cornbread commented on Take home improvements into account for capital gains calculation

Heather Peters commented on Ballon payments on vehicle finance

Kyle commented on Simple Exempt/Include for "State" Income Tax

Cornbread commented on Living expenses itemizer, with templates

Shawn Sansom approved a task

Shawn Sansom commented on Simple Exempt/Include for "State" Income Tax

Alden Utzman commented on Family account

Kyle Vermeulen commented on Multi-currency Planning

Bob Baron commented on Allow user to set y-axis

Kyle suggested a task

Shawn Sansom approved a task

Shawn Sansom approved a task

Shawn Sansom approved a task

SS Finances commented on Cash flow data in tabular form

David P commented on Cash flow data in tabular form

Stephen Lester suggested a task

Craig Hobbis suggested a task

Craig Hobbis suggested a task

Shawn Sansom moved a task into Completed

Cornbread commented on Model living expenses as a roll up of individual expenses

Mike Bendtsen commented on Add Utilities Expense to Real Assets (Building)

Shawn Sansom moved a task into Completed

Shawn Sansom commented on Fix California tax calculations

Shawn Sansom moved a task into Completed

Shawn Sansom commented on Allow calculating Property Taxes based off assessed value distinct from market value

Shawn Sansom moved a task into Completed

Shawn Sansom commented on Add quarterly frequency option

Shawn Sansom moved a task into Completed

Shawn Sansom moved a task into Completed

Shawn Sansom commented on Increase scheduling precision

Shawn Sansom commented on Increase scheduling precision

Shawn Sansom edited a task

Shawn Sansom edited a task

Shawn Sansom commented on Inherited IRA (non-spouse) - model RMD withdrawals required earlier than 72.

Shawn Sansom commented on Inherited IRA (non-spouse) - model RMD withdrawals required earlier than 72.

Shawn Sansom moved a task into Completed

Shawn Sansom moved a task into Completed

Shawn Sansom commented on Accurate modeling of US state tax on retirement income

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A User suggested a task

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Cornbread suggested a task

Taako Magnusen commented on Allow multiple specific income streams for any cash flow priority

Shawn Sansom approved a task

Shawn Sansom approved a task

Shawn Sansom approved a task

Shawn Sansom commented on Allow multiple specific income streams for any cash flow priority

Mike Bendtsen suggested a task

Steve commented on Render clickable links or markdown in popover for notes

Taako Magnusen suggested a task

Taako Magnusen suggested a task

Mike Bendtsen commented on Support route by percentage to specific accounts

Kyle Nolan approved a task

Kyle Nolan approved a task

Julie suggested a task

Mike Bendtsen commented on Move Conversion % from Tax Consequences UI to Roth Conversion UI

Mike Bendtsen suggested a task

Ed Wei commented on Add: Legacy planning

Mike Bendtsen commented on Modify milestone tax consequence UI

Kyle Nolan approved a task

Kyle Nolan approved a task

Mike Bendtsen suggested a task

Kevin suggested a task

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Kyle Nolan approved a task

Kim W suggested a task

Kim W suggested a task

Kyle Nolan approved a task

fletchmath suggested a task

fletchmath commented on Milestone Control Points in Advanced Editor

Yssf commented on Convert Progress Points to "Snapshots"

Yssf commented on Multi-currency Planning

Kyle Nolan approved a task

Valantur suggested a task

Valantur commented on Window size of Accounts, Income, Expense, etc Plan windows ...

Valantur commented on Window size of Accounts, Income, Expense, etc Plan windows ...

Kyle Nolan approved a task

Kyle Nolan approved a task

Nicholas Skytland commented on Option to Archive Plans

fletchmath suggested a task

David commented on Multi-currency Planning

John Schink suggested a task

John Schink commented on Milestone: UI Tweak

Valantur commented on Milestone Control Points in Advanced Editor

Kole Bodell commented on Roth 401k rollover to Roth IRA so contributions can be withdrawn.

Steven Reiff commented on Ability to further specify how to drawdown from accounts

Kyle Nolan approved a task

Kyle Nolan approved a task

Kyle Nolan approved a task

Kyle Nolan moved a task into In progress

Al S. Brown commented on Filter trials by result in "Chance of Success" monte carlo simulation

Al S. Brown commented on Add 'NonTaxable' checkbox in More Options in Charity Expense and Custom Expense

Al S. Brown commented on Add an option to drawdown from other accounts to fund Emergency Fund

Mike Bendtsen suggested a task

Mike Bendtsen suggested a task

Mike Bendtsen suggested a task

Mike Bendtsen commented on Family Limit on HSA does not give $1000 bump for each participant when they are both over 55

Kyle Nolan approved a task

Valantur suggested a task

Tom Smith commented on Limit to only Medical/Health Care Tax Exemptions that exceed 7.5% of AGI

Jessica Law commented on Add support for monthly/daily simulation granularity

Kyle Nolan moved a task into In progress

M J commented on Option to specify property management fee as percentage of rental income.

Kyle Nolan approved a task

Sarah M commented on Asset-backed loans

Sarah M commented on Better way to model things like HELOC

Valantur suggested a task

Julie commented on Filter trials by result in "Chance of Success" monte carlo simulation

Kyle Nolan moved a task into In progress

Al S. Brown commented on Chart option to show display cost-basis and unrealized gain for Accounts or Categories

Sarah M commented on Add support for monthly/daily simulation granularity

Kyle Nolan moved a task into In progress

Garrett Ivy commented on Better way to model things like HELOC

Kyle Nolan moved a task into In progress

Kyle Nolan moved a task into In progress

Kyle Nolan moved a task into In progress

Kyle Nolan moved a task into In progress

Sorel commented on PDF Reports