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  • 24 April 2022 Vipin suggested this task

  • 24 April 2022 Kyle Nolan approved this task

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    this is a critical feature imo

    31 March 2023
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    or at least be able to share with 1 other person (i’m using it for ‘joint’ planning but husband can’t see or adjust assumptions d/t 2 factor authentication)

    22 May 2023
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    Definitely agree! This would be really helpful.

    28 May 2023
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    If you have a Trust and your children need to understand that this plan continues to them over time.

    19 June 2023
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    100% required for couples planning

    06 August 2023
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    Might create a new account with email login as mine in tied to google :(

    I can export as I’m a paid user but noticed I can’t import in the new account.

    31 October 2023
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    • Sharing with spouse/partner
    • Create separate plans for children
    17 November 2023
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    I would LOVE LOVE LOVE to be able to do this for my two young adult children just starting their working years.

    03 January
  • 26 March
  • 26 March
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    My wife and I are able to handle couple’s planning by sharing a login and disabling 2fa (not ideal but it works).

    But I would love the ability to create a separate profile for my parents for their own finances, distinct from mine and my wife’s.

    I know there is a Pro-level tier for advisors but it is too expensive for the use case I have in mind. I would be thinking more like a Family or Friends & Family plan.

    27 July
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    I like that idea, too. Certainly see reasons for a cap on plans or profiles, but would be great to have the room to help family and experiment some.

    29 July
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    Yes please! Would love my partner to be able to have a life plan, and then a detailed couple view of us both’s networth.

    29 August