31 results found
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Allow entry of both people's birthdates, and calculate pro-rated income for pensions, social security in their start year
Both my and my spouse's birth dates are near year-end, and I have entered pensions and social security starting at age 66 instead of 65, otherwise I found that our savings at say age 80 would be overstated by about 5%
1 vote -
CONSUMER - PRINT SPREADSHEET OPTION
Program has the option to export spreadsheet to EXCEL. Not all users have EXCEL. Shifting back and forth and doing many screen prints is cumbersome.
REPORT option has print spreadsheet but is limited to "9 most important" columns.Would be helpful resolving problem with a print of one age data on one page for review.
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1 vote
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1 vote
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Pro:
When we are in any of the 4 input screens on the right (Assets- Cash Infusion-Special Expenses-Liabilities), we cannot use the bottom tool bar to toggle back and forth to other screens. Nor can we use the Minimize option to access other screens. That is not the case when viewing Savings Graph, Retirement Graph & Spreadsheet). It would be great if we could have the ability to either minimize or utilize the bottom tool bar
1 vote -
Consumer: pop-up note box for line items. Like ADD COMMENTS in excel.
consumer: add pop up box for adding comments to line item / entries. Like ADD COMMENT in excel.
1 vote -
CONSUMER: Special Expenses TAB
Add a SORT filter under the AGE TO START EXPENSE Column to sort expenses by AGE. This would allow for an easier view of the Data Inputs by AGE already input and allow for modifications as needed.
A lot of the time, New Expenses are added at the Bottom of the list with varying degrees of Age.
This currently requires the User to Scan from Top to Bottom to review the expenses and related ages already submitted on various line items.
1 vote -
1 vote
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Import lines into Special Expenses from CSV format
Or perhaps from a Quicken format. This would allow you to import a "budget" without having to hand enter it.
1 vote -
consumer
On the special Exepenses screen allow the use of different inflation rates to increment after the base Current Annual Estimated Dollar Value on the next line so that you don't have to calcuate on your own every time you change the interest rate for different age groups.
0 votes -
PRO: Tim, Per our Phone conversation 3/26/2018: ADD a "CUMULATIVE RMD TAXES" Column on the Spreadsheet Section
PRO: Tim, Per our Phone conversation 3/26/2018: ADD a "CUMULATIVE RMD TAXES" Column on the SPREADSHEET Section to really "DISTURB" them...(Proactive and Meaningful!) - Emil
0 votes
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