Feature Requests

Within the insurance tab, I have the client's other property (i.e., their two cars) marked as not applicable for coverage, but in the guide summary for the client, it shows the insurance status for those two as "no coverage."

When you input another goal within the initial client setup, it doesn't have a set target calculator button, and you can't edit the target savings or target balance amount.

"profile" has insurance categories and a separate coverage table "financials" has an insurance tab which is a slightly different table from the profile coverage table then there's the planning "insurance" tab why are there so many different versions of i believe the same thing? am i supposed to be using them differently?

In my image, the cashflow progress bar is not showing for these two client goals. One goal is funded, while the home goal is not funded and is being undersaved for.

Loving the new templates feature!!! One issue im running into is my screen getting cut off on the side when creating a template and not being able to fully see the options available to me. I've attached a photo for you

Entering a new client. From the Household Members tab I'm adding a child with birthday 1/1/2023. This child is a 3 year old but the auto calculation of their age is showing 4 year old. This is happening for the sibling as well. I believe it's just a bug.