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Feature Requests

Tracking Employer Contributions to Savings
How can we track employer contributions to retirement accounts? While I like the focus on what the client is doing with their cash flow (i.e. what they have control over), for a lot of people, the employer's contribution is meaningful for reaching their goals and should be added to the savings rate. It would also be good to capture these outside sources of savings in the retirement calculator.
1
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in progress
Current / Proposed Goals
Add the ability to run various scenarios in the Goals tab. This will make it much easier to show the impact of shifting money and changing cash flows
2
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Enhancement
·
in progress
SOC 2 Compliance
4
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New Features
·
in progress
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