January 23, 2022

Improved

  • We now provide drill down detail for federal taxes in the Year at a Glance report.
  • We've added a "frequency" field to most areas where you enter money, from income to special expenses to retirement contributions. This allows you to specify, for instance, “contribute $500 every 3 years until retirement” or “spend $1,000 every 5 years until death” or “spend $500 every 2 years for 10 years."
  • Comparison reports for alternative profiles have been greatly improved, with color coding and bar chart showing changes to discretionary spending, in addition to other recent usability improvements to the reports.

Fixed

  • In unusual cases, some Monte Carlo reports would appear to never finish running. We've fixed this issue so these reports now complete properly.