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Printing to PDF "Not Available"
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".
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Background text overlapping insurance calculator
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Drop down menu extends below the screen height
The drop-down menu of investment accounts doesn't extend below the screen, so you cannot access lower lines unless you zoom out on the screen. Sorry for the small nitpicky issue! Not a big deal, just wanted to share.
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Wrap text boxes on changes to be made
If the text on a goal exceeds the screen width, it gets cut off. Can you use wrap text?
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Money Market Yield in Holdings view
With Schwab money market SNSXX entered as a holding, the yield is pulling 0.037%. This should be 3.7%.
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Premium fequency in life insurance policy won't stick (see video)
https://zoom.us/clips/share/sTUFyaIAQRqYXDbjQfodIw
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Unable to edit the above the line deductions in tax planner
Clicking on the pencil icon doesn't do anything.
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Tax Status selection for Annuity not working
The dropdown shows three option, but clicking on any doesn't result in the field populating.
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Live investment data not populating
I like the recent addition of securities data, but the pricing and other data is not populating at this time.
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Clicking Roadmap opens two tabs
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