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Feature Requests
26
Bugs
4
Roadmap
Filters
Planned
3
Retirement Projections
Feature Requests
2
Keyboard response for dropdowns
Feature Requests
7
Wealthbox integration
Feature Requests
In Progress
2
Expand and enhance retirement calculator
Feature Requests
2
Equity Comp Module
Feature Requests
1
Mobile App
Feature Requests
1
Catch All for Personal Property / Collectables / Etc.
Feature Requests
1
Add additional accoun types to add
Feature Requests
4
Current / Proposed Goals
Feature Requests
4
SOC 2 Compliance
Feature Requests
Complete
2
Tax Calculator Enhancements
Feature Requests
1
Adding lump sum contributions in Retirement Goal
Bugs
1
PDF upload error: "password protected"
Bugs
1
App down?
Bugs
1
Foldering and search in document vault
Feature Requests
1
Spending tracker
Feature Requests
1
Expanding AI features
Feature Requests
1
Add income sources widgit for guides
Feature Requests
1
Life Insurance not flowing through to the planning module
Bugs
1
PDF generator just spinning
Bugs
1
Account aggregation blocked
Bugs
1
Task List Cleanup
Feature Requests
2
A miscellaneous option for "where is my income going?"
Feature Requests
1
Please include "non-binary" or blank option for contact sex
Bugs
2
Default the "Total Spending" to zero the surplus/deficit number
Feature Requests
1
Expand and enhance estate planning module
Feature Requests
1
Can't scroll to bottom of details page without zooming way out.
Bugs
1
Screen shift
Feature Requests
1
Asset Mapping
Feature Requests
1
Life Insurance Policy Info
Feature Requests
1
CSV import of Altruist holdings
Feature Requests
1
Debt Payoff Goal and Calculator
Feature Requests
2
Tracking Employer Contributions to Savings
Feature Requests
1
Improve Goals calculators
Feature Requests
1
PDF download not working
Bugs
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