Suggestions

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Cash flow priority from a specific account

Mentioned on Discord, copying here for posterity. “Hello, PL Team.

I was trying to model out a scenario where I use a specific brokerage account balance to partially pay mortgage loan. I believe this is one of the most commonly asked questions in the personal finance space: pay off loan vs. keep investing. I also saw similar questions were asked in this community.

Cash Flow Priorities doesn’t feel like a perfect feature to model out this type of one-time event directing a specific asset account to a specific target activity.

Thanks for considering!”

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  • 24 April 2024 Shawn S suggested this task

  • 24 April 2024 Kyle Nolan approved this task

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    I would like to support this feature request to do an early loan or mortgage payoff from a specific account. Is it possible to add the same option as the more options button from expenses.

    17 January