Suggestions

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Expand Compare Mode to Work on Cash Flow and Tax Analytics

At the moment, compare mode only shows differences on the Plan tab. If you want to see what is different between two plans on either the Cash Flow or Tax Analytics tabs, you have to stop comparing to check those tabs for each plan.

At a minimum, it would be nice to have the option to see the breakdown for both plans on the same tab to avoid the need to stop comparing.

A UI that shows actual differences would be even better. It’s hard to say what that would look like on the Expenses tab. But, pairs of bars on the Tax Analytics tab would work well.

7 votes

Tagged as Suggestion

Suggested 13 June by user Kim W

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  • 13 June Kim W suggested this task

  • 13 June Kyle Nolan approved this task

  • avatar
    Nick

    Yes, I agree with above. It is difficult to compare plans without stopping the plan view. In fact, I have been logging in on separate browser session and keeping 2 browser views open to compare. A separate UI is a great idea. A table of data comparison of the plans would be helpful. Data including key metrics such as total NetWorth, total savings/investments (minus other assets such as car), total tax paid, total IRMAA paid, Total RMD paid, etc. These are the key metrics for comparing Roth conversion plans.

    06 August