What's New

New features, improvements, and fixes — newest first.

September 21, 2026

🏢 For advisors

The PDF Account Schedule now lists taxable accounts first, each with its split and whose name it is in. Money the household did not itemize appears as "Not itemized".
Ask AI can answer questions about individual taxable accounts, including each one's split, cost basis and municipal bonds.

September 21, 2026

If you itemize taxable accounts and hold municipal bonds from your own state in one account and from other states in another, state tax now applies to exactly the out-of-state share. Plans that do not itemize are unchanged.

September 21, 2026

In Portfolio, "Itemize taxable accounts" lets you list each bank and brokerage account behind your Stocks, Bonds and Cash figures. Everything you had already entered becomes the first account, so nothing is retyped.
A bank, savings or CD account needs only a balance. A brokerage account also asks roughly how it is split between stocks and bonds, in percent or in dollars, with cash as the rest.
Cost basis and municipal bonds are asked per account, and only where the account holds stocks or bonds. Your plan's cost basis is blended by how much stock each account holds.
Entirely optional, and only the last four digits of an account number are ever stored.
The guided questions and the plan check-in offer the same list.

September 20, 2026

The PDF report has a new Account Schedule: every listed account by owner and kind, with totals. A balance the household entered as one figure appears as "Not itemized", so the schedule always shows all of their retirement and health savings money.
Ask AI can answer questions about the individual accounts that make up a balance.

September 20, 2026

In Portfolio, each Traditional IRA, 401(k), Roth IRA and HSA balance has a new "Itemize accounts" link. List each account's name, where it is held, the last four digits and its balance, and the total is added up for you.
Entirely optional. A balance entered as one figure works exactly as before, and your projection does not change unless the totals do.
Only the last four digits of an account number are ever asked for or stored.
Removing an account takes its balance out of the total. "Stop itemizing and keep the total" drops the list and leaves the figure as it was.
The guided questions ask the same thing once per person, after the retirement and health savings questions.
The plan check-in lets you update each listed account's balance from its statement.

September 17, 2026

Releasing a client who is also a member of another firm no longer resets their subscription tier.

September 17, 2026

"Assumptions" and "Try a change" are now "What-if" everywhere.
Every way out of the wizard and guided questions is "View my plan".
A new account's first plan starts in the guided questions.
A new dashboard layout, the Plan Workbench, is in private beta by invitation. It leads with whether the money lasts, keeps your plan sections at hand, and lets you edit a section without leaving the plan.

September 17, 2026

The PDF report printed a rental's gross rent twelve times too high.
A plan that fails to load now says so instead of showing an empty plan, and a save the server refuses is shown rather than lost.
A slow Optimized response can no longer overwrite a newer preview, and moving between plans starts clean.
Applying a what-if or budget change to your plan clears the old Monte Carlo result so it is re-run on the new plan.
IRMAA insights now say which tier you move from and to, instead of "jumps to" a tier already named.
Historical backtest outcome columns fit their panel.

September 17, 2026

A salary that ended earlier this year no longer adds pay, 401(k) deferrals or after-tax contributions to a plan started after it ended; that money is already in your balances. This year's tax and MAGI still count the months worked.
In a plan started mid-year, the months left now owe only the tax not yet withheld on pay already received.

September 11, 2026

The Cash Cushion Zone on the Cash on Hand chart is drawn at full height in a plan's first, partial year.

Showing 21–30 of 112 entries

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