In progress

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See Granular Plan Details While Scrubbing Through Ages

It’s really helpful to see things like my Net Worth at a given age broken down between my wife and I and then subdivided into our respective assets (HSA, Real Estate, etc). The bar on the right-hand side that lets us drill into our plan details (Net Worth, Liquid Net Worth, Taxable Income, etc) is great, but if I have a particular item I’ve drilled into like Net Worth and then I scrub to another age, the entire view collapses and I have to drill back in again. It’s super difficult to see sometimes where I’m still making money in my plan or why my expenses are dipping and if I could just scrub through at that particular year with the plan details staying open that would be super helpful.

Short video uploaded here to show what I mean if it helps: https://share.cleanshot.com/GjLYhHWGwXGycqwHr31Y

I imagine that this probably collapses because it’s potentially resource intensive to calculate that many sub-fields if you’re doing it all through the UI on the front end. If that’s the case, could you allow a single field to stay open? Maybe not every subfield, but just one at at time and close the rest?

Related: share.cleanshot.com/GjLYhHWGwXGycqwHr31Y

9 votes

Tagged as Suggestion

Suggested 21 May 2023 by user Michael Mroczka

Moved into In progress 22 November