Saturday 07 November Daniel commented on Tax overhaul - Specify which income types are subject to state tax in the US (and international cases) I know this is an older thread, but just curious … Wednesday 04 November Rolf commented on MCP Server for LLM Integration Agree other financial software already offering this and it is … Nigel Seymour commented on Add tax withholding to auto-estimated social security In addition to this request I need to have an … Sunday 01 November D S commented on Add France in the "International Tax Presets" Want to move to France soon. This would be amazing … Thursday 29 October api-admin commented on Model living expenses as a roll up of individual expenses In v5 Early Access now: the Expenses page groups your … api-admin moved a task into Early Access :speech_balloon: Model living expenses as a roll up of individual expenses 26 6 api-admin moved a task into Early Access :speech_balloon: Add more Milestone types 35 10 api-admin commented on Add more Milestone types In v5 Early Access now: milestones can be set on … api-admin commented on Add: Legacy planning In v5 Early Access now: the Estate page’s Who Inherits … api-admin moved a task into Early Access :speech_balloon: Add: Legacy planning 48 8 api-admin moved a task into Early Access :bulb: Living expenses itemizer, with templates 126 20 api-admin commented on Living expenses itemizer, with templates In v5 Early Access now: setup lets you enter spending … Kyle Nolan moved a task into Early Access :tools: Improve type safety 0 0 api-admin moved a task into Early Access :tools: Strengthen backend platform architecture 0 1 api-admin commented on Strengthen backend platform architecture In v5 Early Access now: we rebuilt much of ProjectionLab’s … api-admin moved a task into Early Access :footprints: Streamline information architecture 0 1 api-admin commented on Streamline information architecture In v5 Early Access now: a reorganized app with one … api-admin commented on Percentage view for pie charts In v5 Early Access now: the Net Worth page breaks … api-admin moved a task into Early Access :speech_balloon: Percentage view for pie charts 1 2 api-admin moved a task into Early Access :speech_balloon: UI change: Persist left sidebar mode/position 1 1 api-admin commented on UI change: Persist left sidebar mode/position In v5 Early Access now: on desktop the sidebar opens … api-admin moved a task into Early Access :speech_balloon: Reports: Plots menu: support type-ahead filtering/selection of entries 1 2 api-admin commented on Reports: Plots menu: support type-ahead filtering/selection of entries In v5 Early Access now: the plot and Reports pickers … api-admin moved a task into Early Access :speech_balloon: Financial Independence progress bar showing current passive 1 1 api-admin commented on Financial Independence progress bar showing current passive In v5 Early Access now: a milestone with a Passive … api-admin commented on Add summary in top category card In v5 Early Access now: the Income and Expenses pages … api-admin moved a task into Early Access :speech_balloon: Add summary in top category card 1 3 api-admin moved a task into Early Access :speech_balloon: Georgia income tax rate adjustments 1 5 api-admin commented on Georgia income tax rate adjustments In v5 Early Access now: Georgia income tax uses the … api-admin commented on Add Hawaii Act 46 state tax bracket and standard deduction phase ins In v5 Early Access now: Hawaii income tax follows Act … api-admin moved a task into Early Access :speech_balloon: Add Hawaii Act 46 state tax bracket and standard deduction phase ins 1 2 api-admin commented on Allow All Expense types to Fund from a Specific Account In v5 Early Access now: Living Expenses, Rent and the … api-admin moved a task into Early Access :speech_balloon: Allow All Expense types to Fund from a Specific Account 1 1 api-admin moved a task into Early Access :speech_balloon: Real Assets setup improvements are needed to reflect common scenarios 1 2 api-admin commented on Real Assets setup improvements are needed to reflect common scenarios In v5 Early Access now: a property can have several … api-admin moved a task into Early Access :speech_balloon: Reorganize plot menu to be more user-friendly 2 1 api-admin commented on Reorganize plot menu to be more user-friendly In v5 Early Access now: the plot picker groups its … api-admin moved a task into Early Access :speech_balloon: Ability to see visualize upward (or downward) progress against asset type or class. 2 1 api-admin commented on Ability to see visualize upward (or downward) progress against asset type or class. In v5 Early Access now: on Net Worth, switch the … api-admin moved a task into Early Access :speech_balloon: Link multiple loans to an asset 2 1 api-admin commented on Link multiple loans to an asset In v5 Early Access now: a property can have several … api-admin moved a task into Early Access :speech_balloon: Link to Account in Plan View from Current Finances 2 1 api-admin commented on Link to Account in Plan View from Current Finances In v5 Early Access now: an account is one shared … api-admin moved a task into Early Access :speech_balloon: Separation Modeling (Joint --> Solo) 2 1 api-admin commented on Separation Modeling (Joint --> Solo) In v5 Early Access now: open your partner’s page and … api-admin commented on Selected Year in Plan View should display projected values in plan items In v5 Early Access now: hover over or pin a … api-admin moved a task into Early Access :speech_balloon: Selected Year in Plan View should display projected values in plan items 2 1 api-admin moved a task into Early Access :speech_balloon: Display frequency label next to 'Starting Amount' when handling recurring items 2 1 api-admin commented on Display frequency label next to 'Starting Amount' when handling recurring items In v5 Early Access now: income and expense editors show … api-admin commented on Window size of Accounts, Income, Expense, etc Plan windows ... In v5 Early Access now: Income, Flows, Expenses and Real … api-admin moved a task into Early Access :speech_balloon: Window size of Accounts, Income, Expense, etc Plan windows ... 3 3 api-admin moved a task into Early Access :speech_balloon: Do not simplify numbers until user unfocuses the text entry box 3 2 api-admin commented on Do not simplify numbers until user unfocuses the text entry box In v5 Early Access now: number fields keep your edit … api-admin commented on Display text description of time period In v5 Early Access now: start and end times are … api-admin moved a task into Early Access :speech_balloon: Display text description of time period 3 1 api-admin commented on When expenses end before they start, warn instead of error In v5 Early Access now: items are edited live with … api-admin moved a task into Early Access :speech_balloon: When expenses end before they start, warn instead of error 3 2 api-admin moved a task into Early Access :speech_balloon: Aggregate Self-employment income for 401k contribution 3 2 api-admin commented on Aggregate Self-employment income for 401k contribution In v5 Early Access now: Solo 401k, Roth Solo 401k … api-admin moved a task into Early Access :speech_balloon: Tracking accounts as well as net worth 3 1 api-admin commented on Tracking accounts as well as net worth In v5 Early Access now: Net Worth keeps a history … api-admin moved a task into Early Access :speech_balloon: Number input for "+X" milestones 3 2 api-admin commented on Number input for "+X" milestones In v5 Early Access now: when you pick a start … api-admin moved a task into Early Access :speech_balloon: Ability to display Accounts, Income, Expenses, Real Assets, Cash Flow Priorities NEXT to the Plan Graph 4 1 api-admin commented on Ability to display Accounts, Income, Expenses, Real Assets, Cash Flow Priorities NEXT to the Plan Graph In v5 Early Access now: Income, Expenses, Flows and Real … api-admin commented on Add YTD metric to Progress Chart In v5 Early Access now: the Net Worth chart’s history … api-admin moved a task into Early Access :speech_balloon: Add YTD metric to Progress Chart 4 1 api-admin commented on Ability to combine multiple accounts/investments into a "FIRE Portfolio" In v5 Early Access now: switch Investable on or off … api-admin moved a task into Early Access :bulb: Ability to combine multiple accounts/investments into a "FIRE Portfolio" 4 1 api-admin moved a task into Early Access :speech_balloon: Additional dependent line items 5 3 api-admin commented on Additional dependent line items In v5 Early Access now: each child’s page under Household … api-admin moved a task into Early Access :speech_balloon: Side Hustle QBI deduction 6 2 api-admin commented on Side Hustle QBI deduction In v5 Early Access now: the Qualified Business Income deduction … api-admin moved a task into Early Access :speech_balloon: Define CoastFI date based on future value projection of portfolio 6 3 api-admin commented on Define CoastFI date based on future value projection of portfolio In v5 Early Access now: the Coast FI milestone works … api-admin moved a task into Early Access :speech_balloon: Milestones can be associated with Spouse, so milestone date reflects spouse's age 7 5 api-admin commented on Milestones can be associated with Spouse, so milestone date reflects spouse's age In v5 Early Access now: each milestone has a Whose … api-admin commented on Add plot for liquid net worth on progress page In v5 Early Access now: the Net Worth page charts … api-admin moved a task into Early Access :speech_balloon: Add plot for liquid net worth on progress page 7 3 api-admin commented on Coast Fire Calculator In v5 Early Access now: add a Coast FI milestone … api-admin moved a task into Early Access :speech_balloon: Coast Fire Calculator 8 2 api-admin moved a task into Early Access :speech_balloon: Liquid Net Worth + Progress Charts and Improvements 8 3 api-admin commented on Liquid Net Worth + Progress Charts and Improvements In v5 Early Access now: the Net Worth chart shows … api-admin moved a task into Early Access :speech_balloon: Toggle to show all "automatic" or "implied" expenses in Expenses list 9 5 api-admin commented on Toggle to show all "automatic" or "implied" expenses in Expenses list In v5 Early Access now: the Expenses page lists what … api-admin moved a task into Early Access :speech_balloon: Ability for standard W2 user to plug in pre-post tax deductions upfront - UI/Flow improvement 9 2 api-admin commented on Ability for standard W2 user to plug in pre-post tax deductions upfront - UI/Flow improvement In v5 Early Access now: an income’s editor has a … api-admin moved a task into Early Access :speech_balloon: Historical account balance 9 2 api-admin commented on Historical account balance In v5 Early Access now: Net Worth keeps a history … api-admin moved a task into Early Access :speech_balloon: Add new Net Worth Calculation that Excludes Primary Residence Equity 10 2 api-admin commented on Add new Net Worth Calculation that Excludes Primary Residence Equity In v5 Early Access now: Investable Assets measures your portfolio … api-admin moved a task into Early Access :speech_balloon: support 2nd mortgage/HELOC linked to Home 10 2 api-admin commented on support 2nd mortgage/HELOC linked to Home In v5 Early Access now: a home can have several … api-admin commented on Import data from CSV In v5 Early Access now: Net Worth can import account … api-admin moved a task into Early Access :speech_balloon: Import data from CSV 12 1 api-admin commented on Add Solo 401k Employer Contributions In v5 Early Access now: Solo 401k and Roth Solo … api-admin moved a task into Early Access :speech_balloon: Add Solo 401k Employer Contributions 20 7 api-admin moved a task into Early Access :speech_balloon: Add Children/Dependents names/bdays to set expenses around their ages 36 9 api-admin commented on Add Children/Dependents names/bdays to set expenses around their ages In v5 Early Access now: add your children to the … api-admin commented on Convert Progress Points to "Snapshots" In v5 Early Access now: Net Worth records history for … api-admin moved a task into Early Access :bulb: Convert Progress Points to "Snapshots" 75 11 Wednesday 28 October Nathan commented on Social Security Optimizer A more ideal, finished version would be this. In the … Nathan commented on Social Security Optimizer “… But making your claiming ages a dynamic variable of … Shawn @PL Scott Herchenbach commented on Add ability to model 409a plans to see how deferred income can affect overall taxation with options for 5- 10-year payout with growth in the meantime or lump sum payout. Visibility on overall taxation burden as well as income bracket changes after retirement. Got it. Thanks. D V Tuesday 27 October D V commented on Add ability to model 409a plans to see how deferred income can affect overall taxation with options for 5- 10-year payout with growth in the meantime or lump sum payout. Visibility on overall taxation burden as well as income bracket changes after retirement. I created a 457b account since no 409a option exists. … Scott Herchenbach Scott Herchenbach commented on Whole Life Insurance Modeling for Investment, Retirement, Tax, and Estate Planning Agree that modeling a LIRP with cash value loans would … Scott Herchenbach commented on Add ability to model 409a plans to see how deferred income can affect overall taxation with options for 5- 10-year payout with growth in the meantime or lump sum payout. Visibility on overall taxation burden as well as income bracket changes after retirement. I’m new to ProjectionLab. Can you share more information about … D V Monday 19 October Rob Case commented on Order Of Withdrawals Suggestion I agree with the above sentiment fully. Not being able … Saturday 17 October Andrea Glenn commented on Add support for Head of Household tax filing status Also need the ability to change from Head of Household … Thursday 15 October Mike A commented on Allow for in year tax payments This method pushing the tax to the following year is … Mike A commented on Allow for in year tax payments Agree with a lot of the comments here. This method … Tuesday 13 October Seb commented on Trigger borrowing from a Line of Credit if/when Liquid Net Worth is too low +1, and some context from my own setup. I’m semi-retired … Saturday 10 October Jon commented on Ability to more accurately model the sale of a rental property +1, me too. In my scenario I have primary residences … Keith Vargas commented on Add support for monthly/daily simulation granularity My wife and I just want to answer the basic … Friday 09 October Aubrey Williams commented on Better support for modeling stock options ISOs and NSOs, would love to have these handled by …
