Suggestions

:speech_balloon:

Add Children/Dependents names/bdays to set expenses around their ages

I would like to be able to add my children’s ages (like my spouse) to allow myself to model expenses based on their ages (for example - education starting when Child 1 is 18 and ending when Child 1 is 21)

I have custom milestones added for when each child reaches 18, but still a little manual to add expenses/gifting/etc at a various points along their lifetimes.

16 votes

Tagged as Suggestion

Suggested 14 July 2024 by user Jack

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  • 14 July 2024 Jack suggested this task

  • 14 July 2024 Kyle Nolan approved this task

  • avatar

    This would be extremely helpful for planning and visual purposes.

    29 January
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    Agree! Would save a lot of mental gymnastics (ok… basic math) to figure out how old my kids are based on my age.

    15 February
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    Software could calculate many things if it knows the number of kids and their ages: - child tax credit (for US tax payers) inc limitations based on MAGI - private school tuitiion expenses (based on age and years in school) - college expenses based on age and years in school - two items above could be deducted from general expenses or taken out of a 529 plan pre-tax.
    - probably lots of other stuff I am not thinking about right now

    03 October
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    Yes! Seven kids creates a lot of manual transactions!

    04 November