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Viewing 15 posts - 1 through 15 (of 20 total)
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  • in reply to: HSA accounts #8344
    davidg
    Participant

    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.

    in reply to: Add expenses to cash flow report #8340
    davidg
    Participant

    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.

    in reply to: Pro Releases #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

    in reply to: Pro Releases #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 3 years, 1 month ago by admin.
    in reply to: Pro Releases #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

    in reply to: Pro Releases #513
    davidg
    Participant

    v1.0.12 Jan 12, 2018

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

    in reply to: Pro Releases #512
    davidg
    Participant

    v1.0.11 Jan 05, 2018

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

    in reply to: Pro Releases #511
    davidg
    Participant

    v1.0.10 Jan 03, 2018

    Mod: Improve screen layouts for tablets

    in reply to: Pro Releases #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)

    in reply to: Pro Releases #509
    davidg
    Participant

    v1.0.8 Jan 01, 2018

    Minor fix in Settings, tax code choice

    in reply to: Pro Releases #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.

    in reply to: Pro Releases #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

    in reply to: Pro Releases #506
    davidg
    Participant

    v1.0.3 Dec 02, 2017
    Usability tweaks

    in reply to: Export/Font Sizes/Capital Gains #495
    davidg
    Participant

    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.

    David

    in reply to: Bug with help button #494
    davidg
    Participant

    Blair,

    You should find the Help bug fixed in any of the last several releases.

    David

Viewing 15 posts - 1 through 15 (of 20 total)