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Adding lump sum contributions in Retirement Goal
Hey! I'm trying to add a future recurring contribution for each year 2027-2034 to mock illustrate ESOP contributions made to my husbands ESOP but I'm receiving an error as shown. I have the retirement date set for 7 years out, and when I try to add $200,000 to tax year 2027, it won't work giving the error "Year must be before retirement (year 7)". Any tips?
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PDF upload error: "password protected"
I've had this happen with several PDFs recently, including insurance statements and tax returns, where the extractor is saying they are password-protected when they are not.
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App down?
I cannot log in and the Kerdora website is also offline.
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Life Insurance not flowing through to the planning module
I've entered life insurance policies, including the death benefit amount, on the insurance part of the profile screen. However, when I go to the insurance planning screen, the system displays that there are no life insurance policies available.
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Account aggregation blocked
I tried linking accounts and got "This content is blocked" message.
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PDF generator just spinning
I created a new guide (LOVE THE UPDATES!), however, it's not generating the document when I try to print.
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PDF download not working
I get a blank pdf with a kerdora logo when i try to download from either tha standard guide or custom.
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Can't scroll to bottom of details page without zooming way out.
https://zoom.us/clips/share/BMDO5XKXQ0O95EWVXfQrqQ
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Please include "non-binary" or blank option for contact sex
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Task Date Misalignment
When I input a task date via the top bar "task checkbox" feature, the date I put in is not matching to the "task" section that is input into the dashboard. The dates flowing into the "task" box on the dashboard are 1 day behind the dates I expected when I entered them into the "task checkbox". I'm assuming there's some behind-the-scenes clock setup that is triggering this. I've included pictures below to help with any confusion.
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