Suggestions
:speech_balloon:
Add Change Over Time settings for Cash Flow Priorities
Is it possible and does it make sense to implement Change Over Time settings for Cash Flow Priorities (CFPs)? For example it can help tackle the following scenarios:
- A “Build Savings” cash reserve CFP that builds up to $50K with monthly contribution of $500 per month for the first year, going to $750 for year 2 and $1000 for year 3 and onward: currently that would necessitate 3 individual CFPs.
- A Taxable Investment account which initially receives $100 per month but eventually starts receiving $250 per month (needs 2 CFPs at the moment).
- My company’s 401k match as well as my spouse’s 401k match are tiered: they adjust at specific compensation levels so in a few years they both would have to be changed as we hit our respective comp thresholds (perhaps that could be an expanded setting in the 401K CFP details altogether?) (multiple CFPs at the moment) .