- Our maximization algorithm has been changed to consider the combination of lifetime discretionary spending and final estate, rather than just lifetime discretionary spending.
- In Comparison Plan and Maximized Plan reports, we now show the impact to final estate and annual net worth on the overview screen.
- We've moved all sections of the Maximized Plan overview onto the same screen for easier scrolling.
- We've added a Final Estate chart to the report dashboard.
- HSA spending and contributions amounts were inaccurate in the Excel download Cash Flow report. This has been fixed.
- HSA Withdrawal amounts were showing up as 529 Withdrawals in the Budget Tracker. The issue has been resolved and if you have a budget with this problem, the next time you access the budget, the numbers will be corrected.
- Adjusted the breadcrumb navigation in initial setup flow so it works better on narrow screens.
- Tracked down and stomped on a bug that resulted in a "Could not find item with key request and category basicReportTrain" error.
