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Model accounts individually

Ability to model an arbitrary number of investment accounts and types (and assign ownership when planning as a couple), instead of the original 3 simple buckets.

1 vote

Tagged as New feature

Created 15 September 2021 by Kyle Nolan

Moved into Completed 13 November 2021

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  • 15 September 2021 Kyle Nolan created this task

  • 15 September 2021 Kyle Nolan edited this task

  • avatar
    Nadav

    I assume this is your plan, but hopefully the tax status of each of these accounts can be manually set. And the destination account can be manually chosen from different investment sources: Employer Retirement Accounts, Maximized Taxable Investments etc.

    04 October 2021

  • 13 November 2021 Kyle Nolan moved this task into Completed