Recent activity

Today
avatar

Kyle Nolan edited a task

:bulb:
Make auth session persistence optional (i.e. "keep me logged in")
0 0
avatar

Kyle Nolan created a task in In progress

:bulb:
Make auth session persistence optional (i.e. "keep me logged in")
0 0
avatar

Kyle Nolan commented on ProjectionLab for Employers

allow employers to provide PL as a benefit :)
Jose Martinez
avatar

Zachary Schiller commented on Making Mortgage Interest Tax Deductible

+1 for making the ability to turn on tax deductibility …
avatar

Kyle Nolan approved a task

:speech_balloon:
Refinance Mortgage
1 0
avatar

Kyle Nolan approved a task

:speech_balloon:
Gift of an Asset
1 0
avatar

Mark Edgren suggested a task

:speech_balloon:
Gift of an Asset
1 0
avatar

Mark Edgren suggested a task

:speech_balloon:
Refinance Mortgage
1 0
Wednesday 09 October
avatar

Kyle Nolan approved a task

:speech_balloon:
Customizing Colors on Built-in plots and Custom Plots (accessibility)
1 0
avatar

Jose Martinez commented on ProjectionLab for Employers

What will this allow?
avatar

Shawn S suggested a task

:speech_balloon:
Customizing Colors on Built-in plots and Custom Plots (accessibility)
1 0
Tuesday 08 October
avatar

Gene Hyde commented on Model inherited assets, like real estate, cars, etc.

In addition to a checkbox to indicate an asset as …
avatar

Nate D commented on Asset specification + allocation

I’ll add a couple more notes on how I would …
avatar

Kyle Nolan approved a task

:speech_balloon:
Hebeler Autopilot II withdrawal method
1 0
avatar

Kyle Nolan created a task in In progress

:bulb:
ProjectionLab for Employers
1 2
avatar

James suggested a task

:speech_balloon:
Hebeler Autopilot II withdrawal method
1 0
avatar

kt commented on Optimizers

Potential examples: - Calculate minimum retirement age - Optimize drawdown …
Monday 07 October
avatar

Kyle Nolan approved a task

:speech_balloon:
Employer matching contribution percentages in 401ks
1 0
avatar

Kyle Nolan moved a task into In progress

:speech_balloon:
Enable Two-factor Authentication
144 20
avatar

Mohn Jadden suggested a task

:speech_balloon:
Employer matching contribution percentages in 401ks
1 0
avatar

Mohn Jadden commented on Ability to further specify how to drawdown from accounts

Jumping in to add that this would be helpful - …
avatar

Travis Cook commented on Fix California tax calculations

In addition, the California State Disability Insurance (SDI) payroll deduction …
Saturday 05 October
avatar

Shawn S commented on Transfers - schedule between accounts (once or recurring)

This may be related to https://changemap.co/projectifi/projectifi/task/9311-add-an-optional-source-account/ – perhaps this could …
Friday 04 October
avatar

Kevin Mann commented on QCD modeling

Yes, but more specifically QCD would mean not just “not …
Roger Schutte
avatar

Kevin Mann commented on QCD modeling

Treating as tax deductible won’t have the correct effect, as …
Daniel Janisch
Thursday 03 October
avatar

Kyle Nolan approved a task

:speech_balloon:
Allow All Expense types to Fund from a Specific Account
1 0
avatar

Kyle Nolan approved a task

:speech_balloon:
Link multiple loans to an asset
1 0
Wednesday 02 October
avatar

Mattie commented on Somehow support "Mega Backdoor Roth IRA"

Surprised this doesn’t seem to be on the planned roadmap …
avatar

Kevin T suggested a task

:speech_balloon:
Link multiple loans to an asset
1 0
avatar

Shawn S suggested a task

:speech_balloon:
Allow All Expense types to Fund from a Specific Account
1 0
avatar

Kyle Nolan created a task in In progress

:tools:
Refactor form tree UI components to reduce mixin usage
0 0
avatar

Mohn Jadden commented on Series I Bonds Account

Adding this, I’m presently tracking my I-series as a savings …
avatar

Kyle Nolan edited a task

:tools:
Implement distributed locking mechanism for Paddle API operations in GCP
0 0
avatar

Kyle Nolan created a task in In progress

:tools:
Implement distributed locking mechanism for Paddle API operations in GCP
0 0
avatar

Kyle Nolan created a task in In progress

:tools:
Customize domain for firebase emails
0 0
avatar

Kyle Nolan created a task in In progress

:tools:
Upgrade to Firebase Auth with Identity Platform
0 0
avatar

Kyle Nolan created a task in In progress

:tools:
Incrementally migrate options API components to script setup & composition API
0 0
avatar

Kyle Nolan edited a task

:tools:
Firestore snapshot handlers should be more idempotent
0 0
avatar

Kyle Nolan created a task in In progress

:tools:
Firestore snapshot handlers should be more idempotent
0 0
avatar

Kyle Nolan edited a task

:tools:
Automate profile metadata sync & denormalization
0 0
avatar

Kyle Nolan created a task in In progress

:tools:
Automate profile metadata sync & denormalization
0 0
avatar

Kyle Nolan created a task in In progress

:tools:
Systematize UI cards, dialogs, menus
0 0
Tuesday 01 October
avatar

Hana H commented on Ability to further specify how to drawdown from accounts

It would be great to get an update on this …
avatar

John Poirier commented on Capital Gains/Income Harvester (leanfire)

This would be useful. I think that it might also …
avatar

Kyle Nolan approved a task

:speech_balloon:
Expose Tax Settings when 'Estimate for Me (US)' is selected
1 0
Monday 30 September
avatar

John suggested a task

:speech_balloon:
Expose Tax Settings when 'Estimate for Me (US)' is selected
1 0
avatar

Kyle Nolan approved a task

:speech_balloon:
HTTP API
1 0
Sunday 29 September
avatar

Sam suggested a task

:speech_balloon:
HTTP API
1 0
avatar

Kyle Nolan approved a task

:speech_balloon:
UX Improvement for Chance of Success on plan change
1 0
Saturday 28 September
avatar

Shawn S suggested a task

:speech_balloon:
UX Improvement for Chance of Success on plan change
1 0
avatar

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

Another vote for setting this in Current Finances AND setting …
Thursday 26 September
avatar

Adam Golman commented on Add a Restart-At-Random-Times option for Historical Sampling

This is a great idea. I ran into the same …
avatar

Kyle Nolan approved a task

:speech_balloon:
Roth 401k rollover to Roth IRA so contributions can be withdrawn.
1 0
avatar

Adam Golman suggested a task

:speech_balloon:
Roth 401k rollover to Roth IRA so contributions can be withdrawn.
1 0
Wednesday 25 September
avatar

Travis commented on Flex % on expenses for Monte Carlo mode

Took me a while to navigate around discord and find …
Tuesday 24 September
avatar

Shawn S commented on Option to set annual pension withdrawal amount as % of pension (or 'periodic pension payments')

Tagging this as it relates to Account Transfer, % based …
avatar

Kyle Nolan approved a task

:speech_balloon:
Puerto Rico Taxes Fix
1 0
avatar

Christian Rivera Chinea suggested a task

:speech_balloon:
Puerto Rico Taxes Fix
1 0
avatar

Fred E commented on Milestone trigger only until a certain age

Surprised this one has been around for 2+ years, seems …
Monday 23 September
avatar

Kyle Nolan approved a task

:speech_balloon:
Better indication of accounts that are linked to Starting Conditions vs. Current Finances
1 0
avatar

Mark S. suggested a task

:speech_balloon:
Better indication of accounts that are linked to Starting Conditions vs. Current Finances
1 0
Sunday 22 September
avatar

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

Having to update cost basis in each plan separately after …
Thursday 19 September
avatar

Hana H commented on Flex % on expenses for Monte Carlo mode

This one is gets me excited to look forward to! …
Wednesday 18 September
avatar

Kyle Nolan approved a task

:speech_balloon:
Ballon payments on vehicle finance
1 0
avatar

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

This works pretty well in Australia there is an Open …
avatar

Carl Stanfield suggested a task

:speech_balloon:
Ballon payments on vehicle finance
1 0
avatar

Carl Stanfield commented on Add quarterly frequency option

Yes - I agree as well, for RSU vests and …
Sunday 15 September
avatar

Monty M commented on Bug-out Net Worth

+1. Simple is probably good, especially given different tax jurisdictions. …
avatar

Monty M commented on Could Inheritance Tax be included upon death, along with being able to select which accounts are exempt from it

+1. Simple is probably good, especially given different tax jurisdictions. …
Saturday 14 September
avatar

Joshua Ganderson commented on Add/Edit Income, Expenses, Priorities, etc Across Multiple Plans

Income, expenses, and assets should be factored out of plans …
avatar

Kyle Nolan approved a task

:speech_balloon:
Housing - Allow multiple mortgages
1 0
avatar

R.J. Lynch commented on Ability to enter cost basis as dollars (instead of percentages)

I agree this would be a very helpful enhancement. It …
avatar

Phil suggested a task

:speech_balloon:
Housing - Allow multiple mortgages
1 0
Friday 13 September
avatar

Thomas Wood commented on Making Mortgage Interest Tax Deductible

+1. Debt Recycling is a great investment strategy in Aus …
avatar

Blake commented on Somehow support "Mega Backdoor Roth IRA"

This deserves specific & granular attention bc the contribution limit …
Thursday 12 September
avatar

Kyle Nolan approved a task

:speech_balloon:
Add a Restart-At-Random-Times option for Historical Sampling
2 1
avatar

Kim W suggested a task

:speech_balloon:
Add a Restart-At-Random-Times option for Historical Sampling
2 1
avatar

Michael commented on Asset specification + allocation

I think this would be helpful. Many have significantly different …
avatar

Kyle Nolan approved a task

:speech_balloon:
Appearance option to cash flow in monthly instead of yearly dollars
1 0
avatar

David Weitzman suggested a task

:speech_balloon:
Appearance option to cash flow in monthly instead of yearly dollars
1 0