Aubrey Williams commented on Optimizers

Mark commented on Add Portugal to "International Tax Presets"

QuinGold commented on ACA Tax Credit/Deduction Estimator (leanfire)

Mike Bendtsen commented on X Axis - View year and age at the same time

Timothy Boyle commented on Allow for two planning profiles per paid account; non-co-mingled couple finances

Kevin Fowlks commented on Family account

Felix commented on Option to force pension lump sum withdrawal

Aubrey Williams commented on ACA Tax Credit/Deduction Estimator (leanfire)

Shawn Sansom edited a task

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Shawn Sansom commented on Support UK EIS & SEIS investment types

Graeme Campbell suggested a task

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Bryan Osborn commented on Add option to treat running out of money in the final year as a "Success"

Bryan Osborn commented on Add: Legacy planning

Mark Miller commented on Present CoS results as a user-controlled confidence band

Connor Newton suggested a task

Mark Miller suggested a task

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

C R commented on ChatGPT integration for insights and Risk Analysis

Shawn Sansom edited a task

Ken Layng commented on Risk Based Withdrawal Guardrails

Geoff O'Connor commented on More Granular Dividend Tax Treatment (Plan Level)

Jerry commented on Specifying expenses/deductions as percentages of other things

David Spindler commented on Optimizers

Nick commented on Drawdown from multiple accounts to meet a certain dollar value.

Curtis Wiklund commented on Tax Credit Support

D V commented on Bug-out Net Worth

David Clifton commented on Optimizers

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Will E commented on Optimizers

Shawn Sansom commented on Fix incorrect LTCG tax rate logic for Hawaii state tax

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David Clifton commented on Optimizers

Mark Limke commented on Optimizers

Scott Tyson suggested a task

Casey Wood commented on Enhancement to RSU Grant: Vesting Schedule

Andrew Schlaikjer commented on Option to link accounts for real-time balance updates

Cameron Malchow suggested a task

Josh Sinykin commented on Model Health Care/Long Term Care Insurance Costs

Josh Sinykin commented on Enhancement to RSU Grant: Vesting Schedule

OverDub commented on Multi-currency Planning

Duke Crow commented on Bi-weekly frequencies

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

RHONDA ROONEY commented on Multi-currency Planning

Shawn Sansom moved a task into Pending more detail

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Shawn Sansom approved a task

Shawn Sansom approved a task

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Duc Phan commented on Full Tracking of TFSA contribution room

Shawn Tackaberry commented on Model living expenses as a roll up of individual expenses

Mike Bendtsen commented on Modify color of account icons

Mike Bendtsen commented on Allow for in year tax payments

Mike Bendtsen commented on Ability for standard W2 user to plug in pre-post tax deductions upfront - UI/Flow improvement

Michael commented on Series I Bonds Account

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

Dave Zack commented on Multi-currency Planning

Devon Rimmington commented on Add Investment products and tax settings for South Africa

Ludovic Vannoorenberghe commented on Add plot for liquid net worth on progress page

Shawn Sansom approved a task

Shawn Sansom commented on Add Investment products and tax settings for South Africa

Shawn Sansom approved a task

Devon Rimmington suggested a task

Barnard Sabin commented on Add: Legacy planning

Barnard Sabin commented on Add Children/Dependents names/bdays to set expenses around their ages