January 23, 2022


  • 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.


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