Suggestions

:speech_balloon:

Add/Edit Income, Expenses, Priorities, etc Across Multiple Plans

Any thought to be able to add/edit an item across multiple plans?

For example I wanted to add a medical expense to all my plans to account for having a second child. Or if your income changes and you want to mirror that across all of your plans. Since each plan is isolated from each other it meant having to do this multiple times, and if you are like me you probably have multiple iterations of the same “base” plan that you would have to go tweak.

What would be nice is if there was another option in “More Options” to “apply to other plans” and you could pick what plans to make the change to.

11 votes

Tagged as Suggestion

Suggested 17 December 2023 by user Kyle Wimmer

  • Sign in to comment and vote. Sign in by email
  • 17 December 2023 Kyle Wimmer suggested this task

  • 17 December 2023 Kyle Nolan approved this task

  • avatar

    I agree this will be very helpful. Could be as easy as having the Save button allow you to apply to whichever plan(s) you want.

    06 February 2024
  • avatar

    Income, expenses, and assets should be factored out of plans in the same way accounts are since I would assume most plans are based on currently existing state that would be consistent across plans.

    However, I understand the need to model something like a change in employment, downgrading a home, etc. In that case, layering on plan-specific changes in these categories would make sense.

    14 September 2024
  • avatar

    There is currently the option to duplicate an addition to a plan such as an expense, income, etc. This adds a new item to each plan. I would like to see a similar feature that doesn’t duplicate but rather modifies existing values across all selected plans.

    03 March