Hey David, have you seen the custom plot builder in v2.6.0 which is currently in early access? Link: https://projectifi-201a2–dev-xsmyy9im.web.app/

Check out the new features in this build, and let me know how close this comes to what you’re looking for.

Oh wow, there is some crazy cool stuff in there.. I think those options will get me what I am looking for, but will have to play a bit more. You are really doing amazing work.

I will say, it would be nice to be able to separate the passive income metric into dividends vs investment growth so I could build an income model based on only the parameters I want, e.g. dividends only.

In the account form, there’s an ellipsis menu where you can specify if growth and/or dividends count as passive income. Let me know if that works for you, or if you had something else in mind.

I looked at that, and yes that work. It might be nice to have that also as a universal on off, but individual in accounts does work. I also see I can adjust the dividend rate by account there too already, so you can cancel my last suggestion entry about that.

I assume the early access details are still perhaps work in progress? I am seeing some inconsistencies in the data vs the chart, e.g. if I create a custom chart with just Gross Income metric, the chart numbers do not match the numbers for Gross Income in the panel on the right as I go year by year.

hmm, I wish changemap had better notifications – if I’d seen this last night I would have taken a look. do you have reproduction steps for a scenario that doesn’t match what you’d expect? perhaps using one of the sandbox templates?

also, FYI the custom plots are computed directly from the yearly summary metrics, so in theory they should always be in sync… but anything is possible of course.

only thing I can think of that might explain what you’re seeing is I’ve noticed that the ChartJS tooltips for non-stacked bar charts can sometimes get a little wonky in charts with a lot of bars on the screen. Is it possible that the year you think you’re seeing the tooltip for is actually one off? I have on my list to try to come up with a fix for this behavior, but it’s tricky when the problem lies within the charting library itself.

The issue appears to just be that while I have two different salary entries under Income (one for me, one for spouse) the chart is only showing one of those salaries not both, while the numbers on the right panel include both salaries, so that seems off.

I figured it out. I had not changed the naming of the “Salary” income item, so while the right side panel must not care about that name field, it seems the charts do. Once I changed the name of one to be something different, they both showed up in the chart and the numbers match the right panel. Maybe it should auto increment (Salary 1, Salary 2) when adding the same type of item so you don’t have the same names ever.

Cool, thanks for the heads-up!