Recent activity

Monday 18 September
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John commented on Enable Two-factor Authentication

Kyle, have you considered supporting passkeys instead of/in addition to …
Kyle
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tiger1972 commented on Add investment type TSP (Thrift Savings Plan)

For now you could handle this as close as possible …
Kevin
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tiger1972 commented on Add option to withhold taxes from pension just like salary

FWIW, I just modeled my military pension as a custom …
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tiger1972 commented on Automatic estimator for US social security

First off, adding this as another very useful and powerful …
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tiger1972 commented on Enable Two-factor Authentication

Sorry to be a contrarian, but I specifically did NOT …
Friday 15 September
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Kyle approved a task

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Angel investments or funds investments
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Maxime Prades suggested a task

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Angel investments or funds investments
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Kyle approved a task

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Add fractional/percentage of ownership on assets
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Maxime Prades suggested a task

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Add fractional/percentage of ownership on assets
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Kyle approved a task

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Allow tax brackets to remain fixed despite inflation
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Michael Cox suggested a task

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Allow tax brackets to remain fixed despite inflation
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tiger1972 commented on Accurate modeling of US state tax on retirement income

Now that said, my situation doesn’t fit this perfect and …
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tiger1972 commented on Accurate modeling of US state tax on retirement income

Interesting work around. I like it!!!
Luke
Thursday 14 September
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Casper Rubæk commented on Enable Two-factor Authentication

Thanks that will work.
Kyle
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Kyle commented on Enable Two-factor Authentication

using a 2FA-enabled Google account for login is already possible, …
Casper Rubæk
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Casper Rubæk commented on Add support for monthly/daily simulation granularity

I plan most things by monthly basis so I would …
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Casper Rubæk commented on Enable Two-factor Authentication

I also think this is a very important feature from …
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Casper Rubæk commented on Option to link accounts for real-time balance updates

I would like to integrate with danish banks and investment …
Wednesday 13 September
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Denny Vuong commented on Option to link accounts for real-time balance updates

A https://www.yodlee.com/au integration would be nice. Or even just Upbank …
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Kyle approved a task

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Add an "end date" to an account's liquidity
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AB BA suggested a task

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Add an "end date" to an account's liquidity
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Tuesday 12 September
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Kyle approved a task

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Early de-registration / melting down of RRSP accounts (prior to mandated RMDs)
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AB BA suggested a task

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Early de-registration / melting down of RRSP accounts (prior to mandated RMDs)
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Monday 11 September
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Kyle approved a task

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Update to 'Locale' on Dashboard -> Display Currency
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Ian Swindell suggested a task

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Update to 'Locale' on Dashboard -> Display Currency
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Saturday 09 September
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Kyle approved a task

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RTL support in names and descriptions
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Audey Isaacs commented on Offset accounts for mortgages

Thanks for working on this feature Kyle! I signed up …
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Matan Rubin suggested a task

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RTL support in names and descriptions
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AB BA commented on Ability to further specify how to drawdown from accounts

Absolutely agree.
Ken
Friday 08 September
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Noel Bourke commented on Cash Flow Priority: "Gift anything left over"

Would be nice if we could also look at gift …
Thursday 07 September
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Shawn S commented on Conditional Expenses in Plan

I would like to expand on this. Conditional expense or …
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Kyle moved a task into Planned

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Plots > Chart Options > Appearance: Specify precision (number of decimal places)
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AB BA suggested a task

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Plots > Chart Options > Appearance: Specify precision (number of decimal places)
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W E commented on Optimizers

Any optimizer that would visually show you when you go …
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AB BA commented on Transfer of Assets upon death

Yes. Yes. Yes.
Tom Gifford
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AB BA commented on Optimizers

This feature would be a game-changer. Can’t wait!
Wednesday 06 September
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Kyle approved a task

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Term Deposit / GIC / Certificate of Deposit (CD)
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AB BA suggested a task

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Term Deposit / GIC / Certificate of Deposit (CD)
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Michael Cox commented on Uk workplace pensions should support 25% tax free on each withdrawal (UFPLS)

The mentioned £268275 total tax free cash applies to the …
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Jacob Blanchard commented on Option to link accounts for real-time balance updates

Please do this. Going in and updating each month is …
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AB BA commented on Branching "plan" model with variables shared with parent plan

Similarly, I’d love to have my “State/Provincial” taxes that I …
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Kyle approved a task

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Cash Flow Priority: "Gift anything left over"
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Kyle moved a task into Completed

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HSA Contribution Limit assumes family when married instead of individual
1 2
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Kyle moved a task into Completed

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Add ISAs to the 'fixed contribution' type
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Kyle moved a task into Completed

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Asset sale proceeds to specific account
7 2
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Kyle moved a task into Completed

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Plan to avoid bankruptcy in Monte Carlo simulation
8 6
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Kyle moved a task into Completed

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Allow selling of Real Assets in Drawdown order
8 4
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Kyle moved a task into Completed

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US Tax rates to reflect sunset of TCJA
8 4
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Kyle moved a task into Completed

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Fixed Contributions for retirement accounts HSA, Roth IRA, Traditional IRA
8 2
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Kyle moved a task into Completed

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HSAs should have a "Contributions are Fixed" option like 401ks do.
10 2
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Kyle moved a task into Completed

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Offset accounts for mortgages
11 8
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Kyle moved a task into Completed

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Housing - add a Tax-exempt checkbox for home sales
12 4
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AB BA commented on Branching "plan" model with variables shared with parent plan

Agreed. I find it confusing that my Starting Conditions are …
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AB BA commented on Add a better breakdown for Local Tax on the Taxes tab

Agreed. I don’t think of property tax as being a …
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AB BA suggested a task

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Cash Flow Priority: "Gift anything left over"
2 1
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Kyle approved a task

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Limit to only Medical/Health Care Tax Exemptions that exceed 7.5% of AGI
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Kyle approved a task

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Include an Account Growth / Interest Rate option to "Match Inflation +/- %"
2 1
Tuesday 05 September
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tiger1972 commented on Include an Account Growth / Interest Rate option to "Match Inflation +/- %"

I actually have an amendment to this: include this option …
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tiger1972 suggested a task

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Limit to only Medical/Health Care Tax Exemptions that exceed 7.5% of AGI
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tiger1972 commented on Ability to further specify how to drawdown from accounts

It might not work for every situation, but keep in …
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tiger1972 suggested a task

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Include an Account Growth / Interest Rate option to "Match Inflation +/- %"
2 1
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QuinGold commented on Aggregate Self-employment income for 401k contribution

This would have to take into account the math that …
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QuinGold commented on Ability to further specify how to drawdown from accounts

Agree, that’s pretty much what my plan is too. Maximize …
Mark Figley
Monday 04 September
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Kyle approved a task

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Allow the community to contribute country-specific pension/saving plans
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Matan Rubin suggested a task

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Allow the community to contribute country-specific pension/saving plans
1 0
Saturday 02 September
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Michael Cox commented on Tax withholding (link to tax rates)

I think this would help more accurately model UK PAYE …
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Michael Cox commented on Uk workplace pensions should support 25% tax free on each withdrawal (UFPLS)

Actually the more general case would be to allow each …
Friday 01 September
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tiger1972 commented on PDF Reports

Adding on to the chorus with a personal example. The …
Wednesday 30 August
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Kyle approved a task

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Trigger borrowing from a Line of Credit if/when Liquid Net Worth is too low
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AB BA suggested a task

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Trigger borrowing from a Line of Credit if/when Liquid Net Worth is too low
1 0
Tuesday 29 August
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Kyle moved a task into Planned

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Add First Home Savings Account (FHSA) for Canada
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Kyle approved a task

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"Stacked by Account" plots, but grouped or summarized by Account Owner
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Kyle approved a task

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Separation Modeling (Joint --> Solo)
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AB BA suggested a task

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"Stacked by Account" plots, but grouped or summarized by Account Owner
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AB BA suggested a task

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Separation Modeling (Joint --> Solo)
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Monday 28 August
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Luis Silva commented on Plan to avoid bankruptcy in Monte Carlo simulation

Works well!
Kyle
Sunday 27 August
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Ryan Holdren commented on Ability to further specify how to drawdown from accounts

I wouldn’t have cancelled my trial if ProjectionLab had this …
Saturday 26 August
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Kyle commented on Plan to avoid bankruptcy in Monte Carlo simulation

In the real asset form, there is now an option …
Luis Silva
Thursday 24 August
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Kyle approved a task

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Singapore Tax Config and Account Types
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Dexter suggested a task

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Singapore Tax Config and Account Types
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Kyle approved a task

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Periodic asset liquidity
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Kyle approved a task

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Import "Change Over Time" control points from a CSV
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Wednesday 23 August
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Amos suggested a task

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Import "Change Over Time" control points from a CSV
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Amos commented on Allow selling of Real Assets in Drawdown order

And (as mentioned in Discord) I can’t repo. Seems to …
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John suggested a task

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Periodic asset liquidity
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Amos commented on Allow selling of Real Assets in Drawdown order

Messaged in Discord too. Thank you for adding! I played …
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Brendan commented on Offset accounts for mortgages

I’ve had a bit of a play around with this …
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Ruby Padilla commented on US Tax rates to reflect sunset of TCJA

I compared this to my on trajectory plan that has …
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Mike Norfleet commented on US Tax rates to reflect sunset of TCJA

Thanks Kyle. This makes a huge difference in my plan. …
Tuesday 22 August
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Luis Silva commented on Plan to avoid bankruptcy in Monte Carlo simulation

Thanks Kyle, Can you give me some instructions in how …
Kyle
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Nicholas commented on Make 529 accounts optionally tax-deductible

It would be nice if this could be improved to …