Planned

:speech_balloon:

Add quarterly frequency option

We have yearly, monthly, etc., I have some income that comes in quarterly, so it would be easier to be able to just model that with a selection instead of doing the math to approximate it.

4 votes

Tagged as Suggestion

Suggested 11 January 2023 by user Paul Tyng

Moved into Planned 20 February

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  • 11 January 2023 Paul Tyng suggested this task

  • 11 January 2023 Kyle Nolan approved this task

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    Some quarterly things do work on different fiscal years, unsure if that is necessary for this, or just an initial calendar quarter to begin with would still be useful.

    12 January 2023
  • 20 February Kyle Nolan moved this task into Planned

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    Definitely calendar quarter periodicity would be a big improvement. RSU grant is specific pain point here. If recurrence on quarterly item could “skip” quarter to accomplish semi-annual, even better. ESPP purchase is this use case.

    20 March
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    Dividends another use-case for quarterly periodicity.

    20 March
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    Yes for quarterly RSU vest I need this as monthly/yearly yield pretty different results over the long run

    20 March