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This topic contains 12 replies, has 2 voices, and was last updated by  Blairski 1 month, 2 weeks ago.

  • Author
    Posts
  • #505

    davidg
    Participant

    v1.0.2, Nov 22, 2017
    Update events interface, add Asset Classes

  • #506

    davidg
    Participant

    v1.0.3 Dec 02, 2017
    Usability tweaks

  • #507

    davidg
    Participant

    v1.0.5 Dec 07, 2017

    – minor updates to help text
    – correct formatting of GROWTH section in Log report
    – correct derivation of filing status/exemptions from People and display in Log

  • #508

    davidg
    Participant

    v1.0.7 Dec 30, 2017

    Adds support for “U.S. Tax Cuts and Jobs Act of 2017” in Settings
    – New tax brackets for ordinary income, retaining old brackets for capital gains
    – New standard deductions
    – Eliminated personal exemptions and phaseout
    – Limit total state/local tax deduction to $10,000
    – Allow deduction of interest on mortgage debt only up to $750,000
    – New 20% deduction on Qualified Business (pass-through) Income

    Adds interface for state/local tax rates: current + future rate.
    Improves Help system.

  • #509

    davidg
    Participant

    v1.0.8 Jan 01, 2018

    Minor fix in Settings, tax code choice

  • #510

    davidg
    Participant

    v1.0.9 Jan 03, 2018

    Add: User-defined account withdrawal order
    Add: Summary information on Account & Event lists
    Add: Account rename (use to remove “Investment” from names if interface crowded)

  • #511

    davidg
    Participant

    v1.0.10 Jan 03, 2018

    Mod: Improve screen layouts for tablets

  • #512

    davidg
    Participant

    v1.0.11 Jan 05, 2018

    Mod: Improve validation of Transfer Events and Rebalance Strategy
    Add: More item summary information

  • #513

    davidg
    Participant

    v1.0.12 Jan 12, 2018

    Add: PropertyEvent, current value
    Add: Cash Account, floor/ceiling
    Fix: Account rename (Disable)

  • #514

    davidg
    Participant

    v1.0.14 Jan 15, 2018

    Fix: Tax code + Today’s $, save/load
    Fix: List info update, on tablet
    Add: Allow deflation
    Mod: Net Worth shown for last year of sim

  • #515

    davidg
    Participant

    v1.0.15 Jan 27, 2018

    Add: Allow editing of tax basis for taxable accounts.
    Add: Alert for warnings in Log.
    If there is a WARNING in the Log file, such as “Net Investment Income Tax”,
    an alert is shown.
    It is easiest to then email yourself the reports and review the Log
    on a large screen.
    Fix: Display of amount type units for either % or $.
    EarnedIncome and Pension events should not allow % amount types.
    If you did set these, you should explicitly change the values
    in the project to Monthly or Yearly.
    Fix: The Year and Net Worth on the “Find” bar are aligned with the Cash Flow report.
    Mod: Validate against pension events with identical names.
    Mod: Buffer/file operations to reduce potential for transaction errors.

    • This reply was modified 10 months, 2 weeks ago by  admin.
  • #536

    davidg
    Participant

    v1.1.0, Feb 05, 2018

    Fix: potential project file corruption
    Fix: pension event, end year not saved correctly
    Fix: events with % amount, should not inflate
    Fix: cash flow report bug on RMDs
    Improve: help topics on pensions
    Improve: intro help screen

  • #8342

    Blairski
    Participant

    Any update on next release? Will any wish list items be included?
    Thanks,
    Blair

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