Improved
- Auto-dismiss side menu when on small width
- Ask about import from Maximize My Social Security as first step of MaxiFi family setup
- Provide useful error message when a base item can't be deleted due to dependent items in alternative profiles
- Add Real Estate Income and Spending to the Progress Tracker
- Allow Social Security Widow(er) Benefits to start month individual turns 60
- Combine parent/child earnings deductions in reports for non-married/partnered family
- Allow more than 5 changes of expectations in items such as future earnings, retirement contributions and withdrawals, special expenses and receipts
- Default Annuity Survivor field to 50%
- Improve error message for unsustainable consumption
- Provide chart view of Standard of Living and Life Insurance tabs in plan report
- Add mortgage detail to housing summary cards
- Provide spinner to indicate Excel is loading when downloading
- Strengthen confirmation message when deleting family data
- Change default rate of return for retirement accounts to 3.5%
Fixed
- Retirement Annuity Income for second adult in Comparison report is missing "income" in label
- Entering existing retirement benefit displays validation errors in "Modify Planned Dates" panel
- Entering anything other than 0 or 1 in growth field results in inaccurate browser validation message
- Real Estate Property future purchase value of 0 causes long run then error
- Imbalance in lifetime Present Values due to bequest in excess of housing equity
- "Data Binding Failed" error when housing Condo Fees blanked out
- Focus jumps to bottom of table when entering data in Living Standard grid
- Setting change not reflected after leaving settings screen and returning
- Mortgage interest rate for future home sales does not handle thousandths of percents
- Second home shows in PDF as "not owned/rented" even though it is
- "Two people live as cheaply as" should not be labeled with %
- Real Estate Sale Type key shown in PDF
- Error on Maximization report where progress says complete, but the report is not done
- Compare tab reports don't work properly when maximum ages in alternate profile are different from Base profile
- Social Security screen messages do not update if a pension is changed from non-covered to covered
- Clearing existing retirement or disability benefit does not appear to clear benefit used in place of earnings
- Real interest rate not displaying under Account > Default Assumptions