New key items..

  1. 4 new reports, requested by our users (Jeff Pritchett & Rebecca Muller). If you need a custom report, please let us know.
    1. Investing after retirement is now calculated into totals, before this version investing calculation stopped at retirement age. 2 new Post Detail reports that include Investing columns (Retirement Section) (Pritchett request)
    2. Withdrawal of Income Producing Assets. 1 new Withdrawal Summary and 1 new Withdrawal Detail (Retirement Section) (Muller request)
  2. New Financial stmt component (property grid) that allows viewing and editing assets in vertical property format.
  3. for additional items … View Change History


Reports Tool Bar, New Button (Report Options) :




Withdrawal Report other Options


Other Report Options Apply to new reports: