One use case here would be modelling the mandatory withdrawal percentage for an Australian Pension Based Retirement account.

https://passiveinvestingaustralia.com/superannuation-account-types/#account-based-pension

It could deduplicate the values specified in the two legs of an Account Transfer (https://projectionlab.com/help/account-tranfers)

Ideally I’d like to see higher level features for those use cases, but this feature could still be a useful internal building block.

Percentage items such as percentage expenses would be helpful for folks planning to gift a percentage of all their income. It’s reasonably difficult to replicate this as is.

I would push this a step further, and propose the ability to introduce a user-defined independent variable (controlled by a slider, ala return rate now), and then allow the user to define formulas (linear at least, not just percentages, would be useful).

+1 Agreed, this would be great. Another item it would help solve that I’ve run into: I own stock as partner in a c-corp and have a buy/sell agreement that forces me to sell the stock back to the company starting at age 60. I understand I can model this with a custom income and expense line items. But that method appears to be limited to choosing the actual dollar value I want to transfer. Since I’m modeling the stock as an investment account, I’d like run multiple scenarios on it’s projected growth rate. So, I’d like to model the sell off as a percentage of the stock account value at the time of sell, not choose a specific dollar value since the stock value will vary significantly with the projected growth rate.

3 days into PL and i’ve run into 2 scenarios where this would be helpful. Looking forward to this getting on the roadmap! thanks!

As L M mentioned above, this would be very useful for folks who want to model things like donating a percentage of your taxable income to charity each year.

Would be useful for items which are a % of salary (like ESPP, 401k contributions, and Employer sponsored life insurance).

Copying this text from a duplicate / closed request.

“The ability to use metric-based criteria when in a Cash Flow Priority item, and in a Transfer item.

Looking for a way to fund my Emergency Fund with cash flow to a certain point, transfer any excess from that fund when it reaches a threshold, and refill my Emergency Fund after I tap into it.

Having the ability to use metric-based criteria for both CFP items, and transfer items, will give me that ability.

In a {Emergency Fund} Cash Flow Priority, would be great to have a “Build up to Target Balance” strategy have a metric-based criteria for the target balance goal (like ‘3x Expenses’).

In a {Emergency Fund Excess} Transfer, would be great to have a metric-based criteria for the target amount to transfer out (like “% over Account Threshold”, where could have ‘100%” over a threshold of ‘4x Expenses’).”

@Shawn – There are a lot of similar and overlapping concepts in the suggestion box – hopefully your idea organization tools allows you to catalog these by the needed theme for you & your team to develop! Not easy trying to keep the suggestion box organized/clean :)

Keep up the great work!