Bugs

I get a blank pdf with a kerdora logo when i try to download from either tha standard guide or custom.

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.

I am noticing that investment position price data is not updating in real-time or overngiht batches. Example being i have a client who holds RDDT shares and the price is showing $190/sh. However, RDDT last traded at $190/sh on January 29th and is now at $150/sh. Is the stock data suppossed to be doing over night cycles to update pricing, if so i have a big there.

When I'm in the retirement tab, I can't remove the first number from the retirement age in the "years until retirement" section. I'll shoot you an email that has a video.

When I am in the "changes to be made" or renaming an account, if were to move my cursor to the middle of the name or sentence, as soon as i type 1 letter or number, my cursor jumps to the end of the sentence or name and then begins typing again from there. Example: It looks like you currently have around $2 in your bank accounts. <$____>> of that is needed to cover your upcoming Other Expenses. That leaves your cash reserve around <<$_____>>. 38,000 In the above example, I was trying to put in the first sentence "$233,800" but as soon as i typed in "2" the typing jumped to the end of the last sentence which is where you see the "38,000".

I've got a client who is holding Reddit stock and the stock analysis is pulling in this position as a Non-US stock, which I think is incorrect as RDDT is headquartered in San Francisco

Im not being able to assign accounts to client goals when I am on the planning page. I am able to assign an account to a goal when I'm within the client's profile page, but ideally I'd be able to assign accounts from the planning page. When I click the green " Assign Accounts " button within the goal on the planning page, nothing happens. Pretty sure its just a bug.

When I am trying to print in the "overview" or "changes to be made" tab Im met with a message that says it is"not available".

When adding new households, the information extraction is hit or miss. Sometimes it easily pulls in the client information, sometimes when you click the button to complete extraction it doesn't bring in any information, sometimes it brings in bits and pieces of information. Seems to be hit or miss in adding income and expenses, calculated a child's age incorrectly, etc.