-Added new options to “Calculation Settings” tab: “Include incomes not displayed on Cash Flow chart (Income vs Expenditures)” and “Include Planned Withdrawals with Incomes (Income vs Expenditures)”.
-Moved “Grow all investment and retirement accounts using asset allocation” and “Grow all savings and cash accounts using 100% cash allocation” toggles from the “Calculation Settings” tab to the “Growth Tab”.
Plan Settings - Calculation Settings
- The new options appear under the Calculation Settings tab on all environments
- New options do NOT appear on TDR as expected
All existing toggles are still present
- Including “Partial First Year” when feature is turned on
- Preferences persist upon page refresh
Plan Settings - Inflation/Growth
- The asset allocation and cash allocation options now appear under the Inflation/Growth tab on all environments
Configuration - Subscription Preferences
- New options appear under the Calculation Settings tab on all environments
- New options appear under the Inflation/Growth tab on all environments
- Changes made to Subscription Preferences reflect on all plans within the subscription
Income vs Expenditures
- When “Include incomes not displayed on Cash Flow chart (Income vs Expenditures)” is toggled off, income does not display on chart
Include incomes not displayed on Cash Flow chart (Income vs Expenditures) toggled on
Include incomes not displayed on Cash Flow chart (Income vs Expenditures) toggled off
Additional incomes listed when toggled on
When “Include Planned Withdrawals with Incomes (Income vs Expenditures)” is toggled off, withdrawals are not longer displayed on chart
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