Jeremiah Leary commented on Add: Scenario concept (wizard, organizer, visual layer, etc)

BRIAN MOORE commented on Branching "plan" model with variables shared with parent plan

Naveen Muppane commented on India Tax Support

Dan Matthews commented on Housing - adding projected remodel expense to a housing asset

Dan Matthews commented on Housing - adding projected remodel expense to a housing asset

Jeremiah Leary commented on Add: Scenario concept (wizard, organizer, visual layer, etc)

Kim commented on Multi-currency Planning

Michael commented on Add First Home Savings Account (FHSA) for Canada

Shawn @PL approved a task

Dan Matthews commented on Separate Fed and State Income Tax Withholding in Setting

Dan Matthews commented on Separate Fed and State Income Tax Withholding in Setting

Dan Matthews commented on Separate Fed and State Income Tax Withholding in Setting

Shawn @PL approved a task

Shawn @PL commented on Make "Save anything left over" milestone-dependent

Shawn @PL approved a task

Shawn @PL edited a task

Shawn @PL commented on Place duplicated items directly below the parent

Shawn @PL edited a task

Shawn @PL approved a task

Shawn @PL edited a task

Shawn @PL moved a task into Rejected

Shawn @PL approved a task

Shawn @PL commented on Separate Fed and State Income Tax Withholding in Setting

Shawn @PL approved a task

Shawn @PL commented on Sync with Monarch

Shawn @PL approved a task

Shawn @PL commented on Chance of Success Changes

Shawn @PL approved a task

Shawn @PL moved a task into Duplicate - Closed

Shawn @PL commented on Reduce SORR by editing drawdown sources based on return thresholds.

Shawn @PL moved a task into Duplicate - Closed

Shawn @PL approved a task

Shawn @PL commented on AI Guidance

Shawn @PL moved a task into Duplicate - Closed

Shawn @PL approved a task

Shawn @PL commented on Use SSA-44 'life change event' form

Shawn @PL moved a task into Duplicate - Closed

Shawn @PL approved a task

Shawn @PL commented on Add a printable/exportable report that summarizes the information in Current Finances

Shawn @PL approved a task

Shawn @PL moved a task into Duplicate - Closed

Shawn @PL commented on Apply to all plans option

Shawn @PL approved a task

Shawn @PL edited a task

Shawn @PL moved a task into Duplicate - Closed

Shawn @PL approved a task

Shawn @PL commented on List of yearly tasks users must perform to meet goals

Shawn @PL moved a task into Completed

Shawn @PL approved a task

Shawn @PL commented on Advisor-created, "authorized content" for YouTube channel

Shawn @PL approved a task

Shawn @PL moved a task into Pending more detail

Shawn @PL commented on Enable option to set future tax withholding to equal calculated tax liability

Max commented on MCP Server for LLM Integration

Alessandra suggested a task

Dan Matthews commented on Separate Fed and State Income Tax Withholding in Setting

Dan Matthews suggested a task

David Z suggested a task

M T commented on Branching "plan" model with variables shared with parent plan

Jeremy Seattle commented on Table for cash flow analysis

Peter Kinnaird commented on Allow bond allocation to be set for dollar amounts in addition to percentages

Kevin Osborn commented on Automatically run Monte Carlo simulations on "major changes"

Johan Peterson commented on Add investment type TSP (Thrift Savings Plan)

Johan Peterson commented on Roth conversion within plan

Kevin Osborn suggested a task

Nathan suggested a task

Antony Bowesman commented on Multi-currency Planning

Shawn @PL moved a task into Completed

Brandon G commented on Foreign earned income exclusion, US taxes (FEIE)

Stephen Hudecek commented on Option to link accounts for real-time balance updates

Megan Vinci commented on Creating a Better Report for the Client

Kyle Wimmer commented on Option to link accounts for real-time balance updates

Cody B commented on Option to link accounts for real-time balance updates

Kevin Osborn commented on Capital Loss Carryforward

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

Ken Layng suggested a task

Michael Marshall suggested a task

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

Alfred suggested a task

Tedd Kelleher commented on Risk Based Withdrawal Guardrails

Brian suggested a task

Danny commented on Multi-currency Planning

Greg Doherty commented on Calculate Maximum Spending Possible Year By Year

John commented on Add First Home Savings Account (FHSA) for Canada

John Hoffman suggested a task

Ben suggested a task

Pasquale commented on Asset specification + allocation

Graeme Campbell commented on Allow bond allocation to be set for dollar amounts in addition to percentages