Kyle Nolan moved a task into Completed

Kyle Nolan moved a task into Completed

Kyle Nolan moved a task into Completed

Jeff commented on Bug-out Net Worth

Kyle Nolan approved a task

Kyle Nolan approved a task

Travis Cook suggested a task

kt commented on Ability to enter cost basis as dollars (instead of percentages)

Ryan suggested a task

Jeff Gagnon commented on Add feature for Reverse Mortgages

tiger1972 commented on Change history feature with "undo"

Gary Kline commented on Ability to more accurately model the sale of a rental property

Jeff commented on AI Chatbot

Jeff commented on add option to pay Medicare premiums from HSA

Jeff commented on Change history feature with "undo"

Kyle Nolan approved a task

Kyle Nolan approved a task

Osm suggested a task

Osm suggested a task

Ali Sanjabi commented on Ability to enter cost basis as dollars (instead of percentages)

shlomi dvir commented on Dynamic spending in retirement

Yoel Shapiro commented on Risk Based Withdrawal Guardrails

Casey Whitsett commented on Define a value as a percentage of any other value in the simulation

Casey Whitsett commented on Specifying expenses/deductions as percentages of other things

Kyle Nolan approved a task

Mark Miller suggested a task

Mark Miller commented on Change default historical MC sim to "random years, non-chronological"

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

Gary Kline commented on Add/Edit Income, Expenses, Priorities, etc Across Multiple Plans

Kyle Nolan approved a task

Kyle Nolan approved a task

Ben Cavin suggested a task

JHC suggested a task

Kyle Nolan approved a task

Gary Kline suggested a task

Shawn S commented on Nested Items in Expense Event

Kyle Nolan approved a task

Ben Cavin suggested a task

CHRISD commented on Additional Historical Monte Carlo Option

Kyle Nolan approved a task

Jeffrey Jocsak suggested a task

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

Phil Media commented on Add France in the "International Tax Presets"

Matt Duncan commented on Option to have a cash account's target balance tied to a loan balance

Kyle Nolan approved a task

Wayne Y commented on Print out time line or listing of events that happen each year.

Wayne Y suggested a task

Saurabh Kumar commented on Tax support for other countries

Kyle Nolan approved a task

Kyle Nolan approved a task

Matt Duncan suggested a task

Matt Duncan commented on Option to specify property management fee as percentage of rental income.

Damian Hegarty suggested a task

Tom Hand commented on Risk Based Withdrawal Guardrails

CHRISD commented on Add support for monthly/daily simulation granularity

Kyle Nolan approved a task

Kyle Nolan moved a task into In progress

Kyle Nolan moved a task into In progress

Kyle Nolan moved a task into In progress

tiger1972 commented on Tax overhaul - Specify which income types are subject to state tax in the US (and international cases)

Jelke van Hoorn suggested a task

Jelke van Hoorn commented on Tax overhaul - Specify which income types are subject to state tax in the US (and international cases)

Garrett Ivy commented on Tax overhaul - Specify which income types are subject to state tax in the US (and international cases)

Kyle Nolan approved a task

Kyle Nolan approved a task

Mikael Ljunggren suggested a task

Drew suggested a task

Kyle Nolan approved a task

Garrett Ivy commented on Refinance Mortgage

Mike Parker suggested a task

Sh Ak commented on Risk Based Withdrawal Guardrails

Kyle Nolan approved a task

Richard suggested a task

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

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

Chris commented on Add cost basis (and other fields) to accounts in Current Finances

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

Chris commented on Multi-currency Planning

Kyle Nolan approved a task

User suggested a task

User commented on More complex milestone criteria

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

CHRISD commented on Model tax implications for death of spouse

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

Noel Bourke commented on Interest that compounds quarterly

Kyle Nolan approved a task

Victor Pretzel commented on Addition of Achieving a Better Life Experience (ABLE) tax-advantaged savings account (US)

Victor Pretzel suggested a task

Kyle Nolan approved a task

Jelke van Hoorn suggested a task

Jelke van Hoorn commented on Being able to determine how cash / interest on cash is taxed

Jelke van Hoorn commented on Add a Restart-At-Random-Times option for Historical Sampling

shlomi dvir commented on Risk Based Withdrawal Guardrails

Sean Petty commented on Option to link accounts for real-time balance updates

Sean Petty commented on Option to link accounts for real-time balance updates

R B commented on Multi-currency Planning

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

Kyle Nolan approved a task

User commented on Add support for marking a taxable investment account as tax exempt for cap gains or dividend taxes independently

User suggested a task