Property taxes are already on assets and configurable using a much more elaborate system than a standard expense. I’m not sure if that will make sense to also show them as an expenses in the current Expenses section, but this is an issue we’ve thought about as well. Making IRMAA and Medicare appear as “auto expense” is something we’ve thought about recently. It’s similar in concept to Canadian OAS (automatic income) events.

This tripped me up when I was new to the product. I think a committed user is going to figure out this stuff but for a casual user or, one that has a hard time with numbers and related cash to expense, it will be tricky. +1

While I agree that this is a little confusing for a new user, the cash flow tab does illuminate all of this (esp. if you unclick the “Group related expenses” button. Frankly, I wish that button did more to consolidate expenses…).

I think maybe instead of fiddling with how these things are categorized, PL should grow a search facility. If the plan tab had a search bar, and typing “medicare” or “property tax” filtered to just the plots that include something that matches, that might be a useful tool.

I’ve thought about this for all of 5 minutes, so it may well be a terrible (or difficult to implement) idea.

I got tripped up by this with my mortgage. A simple note on the appropriate screens could help new users through this. For example on the Debt Expense entry screen: “If you entered loan information in Real Assets, you will be duplicating the expense if you list it here”. Maybe a UI toggle to turn off noob notes to declutter the UI for experienced users.