Categorization of Additional Inputs

[fedupforone]

Roth Conversions - an example of multiple lines in the "Cash Flows" of additional inputs that are grouped together. This takes three line items in the "Cash Flows" table to model - a negative amount to a Tax Deferred type, a positive amount to a Tax Free type, and an Other Expense to handle the taxation effect.

WARNING ALERT

My suggestion is to provide a folder, or outline-like, structure for the table. A folder would be named whatever I wanted, and it could contain any cash flow lines that I wanted. In my example I might name it "Roth Conversion" and in that folder I would have the 3 lines. In a lot of implementations of this design pattern this is done with a "+" sign that lets you expand a group or "-" to collapse it.

Other than just simple organization, this also helps me to be aware of all line items that are related to each other. And when I need to make changes to my group of lines it is obvious which ones are related. And some mistakes can be eliminated.

There is no better retirement planning software! This suggestion is in no way a complaint.