Search found 22 matches

by jwendellp
Wed Jun 05, 2024 1:07 pm
Forum: General questions and comments
Topic: Feature Request: Additional Inputs coloring
Replies: 0
Views: 8218

Feature Request: Additional Inputs coloring

When I manage complex Additional Input pages, I often use multiple similar lines with difference, and enable the ones I want to use in a given scenario. It would be helpful to visually differentiate the entire row of enabled vs not enabled lines in addition to the checkbox, perhaps with different fo...
by jwendellp
Wed Jun 05, 2024 1:03 pm
Forum: General questions and comments
Topic: Feature Request: Additional Input Memo Lines
Replies: 0
Views: 8224

Feature Request: Additional Input Memo Lines

On the Additional Inputs page, organizing large numbers of entries can become difficult. It would be nice to have a sort of separator entry (perhaps a new type of "Cashflow Type" or "Rate Type" called "Memo" that is ignored for all calculations but allows for visual sep...
by jwendellp
Wed Jun 05, 2024 12:57 pm
Forum: General questions and comments
Topic: Feature Request: Scenario name on Additional Inputs page
Replies: 0
Views: 8163

Feature Request: Scenario name on Additional Inputs page

I manage a number of scenarios with large numbers of additional inputs. Currently, once the Additional Inputs page is open, the scenario name is generally not visible without moving or shrinking the Additional Inputs page, so including the scenario name in the title bar would be helpful.
by jwendellp
Wed Jun 05, 2024 12:49 pm
Forum: General questions and comments
Topic: FEATURE REQUEST: Move Up/Down on Manage Scenarios Page
Replies: 3
Views: 16322

Re: FEATURE REQUEST: Move Up/Down on Manage Scenarios Page

I'd like to reiterate this request -- it would be extremely helpful as I modify a number of similar but varying scenarios. I usually end up duplicating one scenario and making scenario-specific adjustments, but this often end up scrambling the logical order of the original scenarios.
by jwendellp
Sun Feb 11, 2024 2:05 pm
Forum: General questions and comments
Topic: FEATURE REQUEST: Move Up/Down on Manage Scenarios Page
Replies: 3
Views: 16322

Re: FEATURE REQUEST: Move Up/Down on Manage Scenarios Page

I'd second the request for being able to re-order scenarios in the Manage Scenarios page.
by jwendellp
Wed Jul 12, 2023 7:39 pm
Forum: General questions and comments
Topic: Roth Conv taxes
Replies: 7
Views: 134209

Re: Roth Conv taxes

Fantastic! Thanks, Jim!
by jwendellp
Wed Jul 12, 2023 7:36 pm
Forum: General questions and comments
Topic: Roth Conv taxes
Replies: 7
Views: 134209

Re: Roth Conv taxes

Ok, thanks. So, I all is needed is to use a Roth Conversion cash flow type and it will auto-magically take care of taxes based on the other income tax rate entries?
by jwendellp
Wed Jul 12, 2023 12:18 pm
Forum: General questions and comments
Topic: Roth Conv taxes
Replies: 7
Views: 134209

Re: Roth Conv taxes

Jim, I'm back to being confused about the proper inputs for Roth Conversions, and am hoping you can clarify the best way to handle the inputs. My confusion is based on: 1) Your post here in this thread stating that FRP accounts for the tax on Roth conversions, 2) But, I seem to recall that somewhere...
by jwendellp
Sat Jul 09, 2022 1:13 pm
Forum: General questions and comments
Topic: Savings Input
Replies: 4
Views: 14376

Re: Savings Input

Hi Jim, I also have this concern and would love to see a simplified approach with a separate taxable account asset category for non-volatile savings (e.g. bank/cds or emergency fund.) It would also be super helpful to have this new category available in the withdrawal sequence list. I realize this m...
by jwendellp
Mon Mar 29, 2021 1:22 pm
Forum: General questions and comments
Topic: Modeling Roth conversions
Replies: 41
Views: 368757

Re: Modeling Roth conversions

I've seen this, too, specifically related to having the .frp file on the desktop, and I think it's related to syncing with iCloud. In Finder, try going to iCloud Drive | Desktop and make sure there are no pending syncs. This has worked for me in the past.