July 19, 2019

Major UI Overhaul & Custom Tax Support

Complete redesign with new user interface, detailed inputs tab, custom tax capabilities, and sensitivity analysis.

Version 10 represents a major milestone with a completely redesigned user experience and powerful new tax customization features.

New User Interface

  • Completely redesigned interface for improved usability
  • Streamlined navigation and workflow
  • Enhanced plotting capabilities with new visualization options
  • More intuitive layout for entering and reviewing data

Detailed Inputs

  • New Detailed Inputs tab for more granular control
  • Specify income, expenses, and investments with greater precision
  • Year-by-year overrides for specific scenarios

Tax Improvements

  • Updated with 2019 federal tax tables
  • Capability for custom tax configurations
  • Model state taxes and unique tax situations

Sensitivity Analysis

  • New calculated sensitivities feature
  • Understand how changes in assumptions affect your plan
  • Identify which variables have the biggest impact on outcomes