Suggestions

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End-to-end cash-flow for Joint Accounts (isolated finances)

It would be great to support per-person cash flow from end to end. Many people keep finances separate even after getting married and it would be great to be able to see where money was coming from and where it was going in the cash flow view and likewise prioritize cash flows based on person.

For example if I make 100k and my wife makes 200k and we both have our own IRAs / Investment Accounts / 401ks etc. it would be really great to see how the accounts would grow over time and model the potential impact of a separation etc. (not to be pessimistic).

7 votes

Tagged as Suggestion

Suggested 11 May 2023 by user Dan

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  • 11 May 2023 Dan suggested this task

  • 12 May 2023 Kyle Nolan approved this task

  • 12 February Shawn @PL edited this task

  • avatar

    This would be ideal also for people with more complex finances. My husband and I each own rental property LLCs and want to model those but keep them separate. If we could direct income through flows to specific accounts, that would be wonderful.

    04 May