241–250 of 294 posts
Encountered a nonsensical bug that projected my fiance and I would go bankrupt in a year, was not easy to convince my money-anxious partner that it was just the software...
If you'd like any help with your scenario, just let me know.
I’ve been using the pro version for a year or so and I love it! It was exactly what I was looking for, allowing me to create multiple plans to see how different financial decisions will affect my upcoming retirement. Keep up the good work!
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Most of the account and cash-flow priority types have customization options that can be used to do things like adjust liquidity/withdrawal rules and dial things in based on your circumstances. And if there are some specific areas where you'd like to see even more of that, just let me know.
Thanks for the reply, I'll check it out. What stood out to me was Roth, etc are very specific to the US. Things like RRSP, TFSA, etc are more common in Canada. Maybe it's just configuring one of the flow types as you mentioned.
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My intent with the sandbox was just to make it easy for folks to quickly hop into the tool and get a sense for what you can do with it, without the friction of needing to go through the full onboarding process and dig up a bunch of numbers to plug in... the idea being that if you want to give it a real try with a more tailored scenario, you'd typically start over and do the normal onboarding flow. Does that help clar…
I would just remove reference to defined benefit pension, it doesn't really make sense & isn't important. Afaict nothing else needs to change, it's just confusing copy. I like the tool & UI & feature tour though. :)
Small improvement request: when adding a mortgage I can only input 2 decimal places for the interest rate, but it is common for rates to have more places, e.g. 6.615%
Very nice! Small improvement request: when adding a mortgage I can only input 2 decimal places for the interest rate, but it is common for rates to have more places, e.g. 6.615%
Just out of curiosity, does your scenario change noticeably if you round to 6.62% vs 6.61%?
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Why does this cost so much and why don't you offer a monthly subscription. If you just add a 10$ a month option most people will just shrug it off even if they never touch the site again. But you start at 108 for the year. That's charge back territory. If I just forget about this after the free trial but see a 108$ mystery charge I'm asking questions.
They do offer a monthly subscription.
I'm interested in learning more about the self-hosting option. I take it everything is still closed source? Can you share anything about your stack? The front-end is great! What's the scaffold? Is it JavaScript soup to nuts, or Python, or what?
Very nice! I've been trying to build out a rudimentary simulation / projection spreadsheet. It has scared me into taking my finances much more seriously than I had been. I'm interested in learning more about the self-hosting option. I take it everything is still closed source? Can you share anything about your stack? The front-end is great! What's the scaffold? Is it JavaScript soup to nuts, or Python, or what?
Happy to field any more questions about the stack if you're curious what any of the components are like to work with.
Edit: and here's a little more info on how the self-hosted version works: https://projectionlab.com/help/how-self-hosting-works
Something that would be cool would to do Traditional IRA to Roth conversion planning; a friend has put together software to estimate that, and due to taxes, found that he could save significant amounts of money by converting earlier than I would have expected.
If you open up the account form for your Traditional IRA (plan interface, left section), there's a subsection for Roth Conversions :)