Suggestions

:speech_balloon:

Allow multiple specific income streams for any cash flow priority

I want to define cash flow priorities such as brokerage which can only accept flows from specific subsets of the income streams.

I.e. I want to define two brokerage accounts: one for myself and one for my SO, and I want to set the both as the final cash flow priority (since they must be well-ordered one must come before the other).

I want my brokerage to accept leftover income from my income streams (salary, bonus, etc) and my SOs brokerage to accept leftover income from her income streams.

It seems that currently there is a concept of limiting cash flow contributions based on income streams since 401k uses a specific income to fund it, but brokerage accounts don’t have a similar feature

1 vote

Tagged as Suggestion

Suggested 21 June by user Taako Magnusen

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  • 21 June Taako Magnusen suggested this task

  • avatar
    Shawn Sansom

    I believe there are similar requests that need to be considered. In the bigger picture, we’re talking about people who separate their finances (my expenses, your expenses, shared expenses). Everything is separate and split. Probably more common in countries that don’t have joint filing status.

    23 June

  • 23 June Shawn Sansom approved this task

  • avatar
    Taako Magnusen
    Shawn Sansom: I believe there are …

    yeah, that is the underlying thing.

    my SO and are both american, but we like to keep our finances separate and we definitely do the “my expenses, your expenses, shared expenses” thing and both of us like to plan together but with each others finances in mind, but still have full control of our own.

    23 June