← Changelog
v1.18

A clearer Plan after launch

Plan outcome cards and Chat use the same figures. Moving or marrying changes taxes from the event onward, and drafts can have custom names.

Financial PlanningProjectionsChat

Now you can

  • The sidebar label is now Plan
  • Outcome cards ask questions like "Will your money last?" and Chat answers with the same figures
  • Moving to another state or getting married updates taxes from that point forward
  • The age axis keeps your end year instead of stacking overlapping ticks
  • Plan Chat stays in sync with the draft on your screen
  • Save a new draft with a name of your own

New

  • Life events now change your plan's taxes mid-projection: a move updates state income tax, marriage switches you to joint filing, and Plan shows the scheduled change so Chat can name the cause
  • Save all can create a new draft with a custom name

Updates

  • The sidebar label is now Plan
  • Outcome cards use question headings, and Chat replies with the same figures and matching starter prompts
  • Plan Chat uses the draft currently on your screen
  • Assumption descriptions expand when you want the extra detail
  • Drafted plans no longer show a separate save button next to the other actions
  • Track rooms can collapse their side rails and toggle panels to give the workspace more room

Bug fixes

  • The plan chart's age axis no longer stacks the last tick on top of your end age
  • Chart tooltips keep numbers readable instead of letting them overflow
  • The y-axis label sizes itself so it is not cut off
  • Pages show a loading state as soon as you navigate, instead of sitting on the previous screen

Tax and financial planning in one place