January 27, 2018 at 10:29 am #505
v1.0.2, Nov 22, 2017
Update events interface, add Asset Classes
January 27, 2018 at 10:30 am #506
v1.0.3 Dec 02, 2017
January 27, 2018 at 10:31 am #507
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
January 27, 2018 at 10:32 am #508
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.
January 27, 2018 at 10:34 am #509
v1.0.8 Jan 01, 2018
Minor fix in Settings, tax code choice
January 27, 2018 at 10:34 am #510
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)
January 27, 2018 at 10:35 am #511
v1.0.10 Jan 03, 2018
Mod: Improve screen layouts for tablets
January 27, 2018 at 10:36 am #512
v1.0.11 Jan 05, 2018
Mod: Improve validation of Transfer Events and Rebalance Strategy
Add: More item summary information
January 27, 2018 at 10:37 am #513
v1.0.12 Jan 12, 2018
Add: PropertyEvent, current value
Add: Cash Account, floor/ceiling
Fix: Account rename (Disable)
January 27, 2018 at 10:38 am #514
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
January 27, 2018 at 10:39 am #515
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 1 year, 12 months ago by admin.
February 5, 2018 at 7:16 pm #536
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
October 28, 2018 at 6:24 am #8342
Any update on next release? Will any wish list items be included?
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