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    • #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 2 years, 9 months 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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