Planned

:bulb:

Convert Progress Points to "Snapshots"

Don’t just save a high-level rollup of account categories/subtotals in progress points – snapshot everything at the underlying account level. This should enable plotting more interesting stuff, and also pave the way for features like “make a plan starting at snapshot X”

23 votes

Tagged as New feature

Created 11 January 2022 by Kyle Nolan

  • Sign in to comment and vote. Sign in by email
  • 11 January 2022 Kyle Nolan created this task

  • 27 May 2022
  • avatar

    Really could use this, debugging mistakes is very difficult, if not impossible without this.

    01 November 2023
  • avatar

    This would be helpful for my use case, which is… As a new user, I make frequent changes to my plan. I would like my fixed date plan to use starting condition data that was recorded in PL.

    Also, as a new user, I’m not exactly sure I’m doing it right. It’s hard to tell because I keep re-creating the Fixed Date plan every time I make a change to my primary, Today plan.

    02 March
  • avatar

    I’d love to see this feature. Otherwise, going back and amending incorrect numbers is very complicated and unlikely to work.

    Thursday