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The Pro calculator doesn’t currently support HSA accounts directly. Depending on how you use the accounts, you may be able to roughly simulate them in some scenarios by making deposits to your Tax Deferred or Tax Free accounts. But unfortunately we can’t provide support that or guarantee exact results.
Thanks, enhancements to the cash flow report are on our wish list. We realize this would provide more insight into your numbers. But at the current time, we have no schedule for a new release.
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
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 3 years, 1 month ago by admin.
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
v1.0.12 Jan 12, 2018
Add: PropertyEvent, current value
Add: Cash Account, floor/ceiling
Fix: Account rename (Disable)
v1.0.11 Jan 05, 2018
Mod: Improve validation of Transfer Events and Rebalance Strategy
Add: More item summary information
v1.0.10 Jan 03, 2018
Mod: Improve screen layouts for tablets
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)
v1.0.8 Jan 01, 2018
Minor fix in Settings, tax code choice
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.
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
v1.0.3 Dec 02, 2017
I just did some testing on an Android 7.0 phone. In the phone Accessibility menu, I set “Font Size” to “Largest” and the application appeared ok in Portrait and Landscape. When I set the “Display Size” to “Large” (the largest setting on my phone), some screens were clipped in Portrait, however they appeared correctly in Landscape (with more scrolling around).
Let me know if this does not help or you have a specific device/screen that is problematic, I will take a look.
You should find the Help bug fixed in any of the last several releases.