I agree I would like to be able to modify the milestone equations. As of now, my pension is not factored into reducing my total expenses needed in retirement, and the milestone only shows up for a multiple of my assets in relation to total expenses.

It seems like the fix would be to have another option to determine your Net Worth based on Total Expenses minus your chosen Income Sources and/or Passive Income (Net Worth >= 25.0 Total Expenses - “Chosen Income Source”). This would solve for other types of annuities or Social Security concerns as well.

I like this idea. This would be helpful!

One possible approach: allow for user-defined metrics and then allow those metrics to be used in the milestones (just like accounts are currently used).

Metrics would be calculated combinations of any other time series data (account values, expenses, debt, etc) and could be based on combinations of other metrics. Metrics could be available to be plotted in relevant graphs.

Allowing metrics to be built on other metrics means you don’t need especially complex formula entry UI, just the basic operators. Users can build their complex metric formulas in pieces, if needed.