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RetirementView - Ideas Forum

Welcome to our “Water Cooler Ideas” forum. Do you have an idea about how to improve the “RetirementView” program? Our program has evolved mostly through the suggestions and ideas from actual customers. We want to hear from you!

We will assess the ideas based on your ideas and votes, and then prioritize our schedule of enhancements around these ideas. BUT WE REFUSE TO MAKE THIS PROGRAMTOO COMPLICATED”. If it goes outside the “Keep it Simple” principle, you can forget it. If you want complicated, just buy someone elses program as we hear every day that they are “too complicated”.

RetirementView - Ideas Forum

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30 results found

  1. Im an old man and a real estate agent. when my credit card bills comein I caterize them and put them in a spreadsheet. My input works great but my reporting could be more elegant. You may want to make this a standalone product that links up to retirement view. I am still working and i am constantly looking at my business expenses vs my income and tax deductions I can take if I stay in business. I can send you my spreadsheet in a separate email if you want.

    3 votes
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  2. 1 vote
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  3. 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
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  4. consumer: add pop up box for adding comments to line item / entries. Like ADD COMMENT in excel.

    1 vote
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  5. 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
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  6. It can have a large affect on results if an expense ends in say Feb. and the program runs it all year. Same for income if it ends early in year and program assumes it lasts all year. This is especially true for those of us who have an especially short time to the end of our plan. Please make this change to increase the accuracy of the results.

    3 votes
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  7. 1 vote
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  8. Give us the ability to create a variable rate of return on assets. Having a static rate of return of hypothetically 6% during the withdraw phase creates a very different result than a variable 6% average annual rate of return. Would be great if you could pull in S&P 10-20 yr average annual rates of return

    1 vote
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  9. Client has 6 accounts. On 4 of these accounts, Advisor wants to show the client difference between strategy A and strategy B. To do this advisor has to make 8 changes, one at a time (before retirement and after retirement). Then after demonstrating this to client, advisor has to make 8 more changes, one at a time in front of the potential client to change return rates back. Gets very clunky.

    3 votes
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  10. Save previous years that could be superimposed on present year to graphically illustrate progress, positive or negative.

    11 votes
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  11. Allow specific expenses to be taken from tax deferred or tax free investments when those funds are available. For large purchases (i.e. automobiles), taking funds from tax free accounts can keep you from creeping into a higher tax bracket.

    Alternatively, allow some customization or withdrawal strategies. Taking after tax money first, is not always the best strategy.

    1 vote
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    You can set it to take special expenses from tax deferred or any available. So part of this is already done.

    We are considering letting you also choose Tax Free as a 3rd option.

  12. 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
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  13. 4 votes
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  14. 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

    1 vote
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  15. Allow for the creation and editing of a one page for user notes. User could enter such notes as to report planning things to do list, deadlines to be met list, account telephone numbers, whatever.

    3 votes
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  16. Would serve as a possible "Red Flag" item. If I normally pay $20,000 in Federal Taxes and a one year line now shows #35,000 then user needs to research why. May be valid - may not be valid.

    Same would be true in reverse - normally pay $20,000 and now one line $12,000.

    If valid would allow user to make necessary change to reduce withholding amounts.

    2 votes
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  17. Add a column to the Investment Table to show Last Update for that entry. This could server as a reminder if date is extremely old suggesting an update to
    Current Estimated Dollar Value perhaps is in order.

    1 vote
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  18. Add Grand Total lines to 3 report items:
    Portfolio of Investments, Cash Infusion and Special Expenses.

    1 vote
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  19. Print in lower left hand corner the location of where DEFAULTS.DAT is located.

    1 vote
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  20. 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.

    1 vote
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