- You may now provide an annual discretionary spending cap. The accumulated unspent assets will be added to the final bequest in the last year of the household.
- Several improvements were made to Budget Tracker transaction sorting.
- Added 2024 return history for all Assets.
- Fixed an error that would occur if Roth conversions existed in an account in an alternate profile and the type of account was changed to Roth or Inherited IRA in the base profile. The conversion amounts in the alternate profile are now cleared in this case.
- We now display and highlight years in the Social Security past covered earnings table if they extend beyond the Retirement Year so the earnings or Retirement Year can be more easily corrected.
