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PlanMode: Comprehensive Financial Planner

PlanMode: Comprehensive Financial Planner version history

‹ General Info
Version 2.6
Updated 2 years ago
Changelog Enhanced formats for financial projections and high-impact graphic presentations . It includes-
• Multiple presentations to view a plan from different perspectives
i. Retirement perspective with a Level-of-Preparedness gauge
ii. Birdseye view of the entire planning span
iii. Numeric perspective
• All graphs enlarge when tapped and can be set as the default view
• All reports and graphs can be emailed as PDFs
• Data input expanded to account for post-retirement business income
Version 2.2
Updated 3 years ago
Changelog New high-impact graphic presentations added while maintaining all existing displays and reports. It includes-
• Multiple presentations to view a plan from different perspectives
i. Retirement perspective with a Level-of-Preparedness gauge
ii. Birdseye view of the entire planning span
iii. Numeric perspective
• All graphs enlarge when tapped and can be set as the default view & emailed as PDFs
• For USA users app is updated for 2021 US income taxes
Version 2.1
Updated 3 years ago
Changelog Substantially enhanced version with new high-impact presentations while maintaining all existing displays and reports. It includes-
• Multiple presentations to view a plan from different perspectives
i. Retirement perspective with a Level-of-Preparedness gauge
ii. Birdseye view of the entire planning span
iii. Numeric perspective
• All graphs enlarge when tapped and can be set as the default view & emailed as PDFs
• For USA users app is updated for 2021 US income taxes
Version 2.0
Updated 3 years ago
Changelog Substantially enhanced version with new high-impact presentations while maintaining all existing displays and reports. It includes-
• Multiple presentations to view a plan from different perspectives
i. Retirement perspective with a Level-of-Preparedness gauge
ii. Birdseye view of the entire planning span
iii. Numeric perspective
• All graphs enlarge when tapped and can be set as the default view & emailed as PDFs
• For USA users app is updated for 2021 US income taxes
Version 1.49
Updated 3 years ago
Changelog This update includes-
• Modified data entry for advanced items. New 1-step entry on enhanced input panel
• Ability to retrieve last saved plan while in Quick Plan Startup menu
• Modified main result display. Default view now displays two profiles: First Year of the plan and the Year Prior to first Retirement Year. It can be changed in Settings
Version 1.48
Updated 3 years ago
Changelog This update includes-
• Modified data entry for advanced items. New 1-step entry on enhanced input panel
• Tax update for USA 2020 income tax. Income taxes for other Countries and States can be approximated with the built-in templates
• Ability to retrieve last saved plan while in Quick Plan Startup menu
• Modified main result display. Default view now displays two profiles: First Year of the plan and the Year Prior to first Retirement Year. It can be changed in Settings
Version 1.46
Updated 3 years ago
Changelog This update includes-
• Modified data entry for advanced items. New 1-step entry on enhanced input panel
• Tax update for USA 2020 income tax. Income taxes for other Countries and States can be approximated with the built-in templates
• Ability to retrieve last saved plan while in Quick Plan Startup menu
• Modified main result display. Default view now displays two profiles: First Year of the plan and the Year Prior to first Retirement Year. It can be changed in Settings
Version 1.45
Updated 4 years ago
Changelog This update includes-
• Tax update for USA 2020 income tax. Income taxes for other Countries and States can be approximated with the built-in templates
• Ability to retrieve last saved plan while in Quick Plan Startup menu
• Modified main result display. Default view now displays two profiles: First Year of the plan and the Year Prior to first Retirement Year. It can be changed in Settings
Version 1.43
Updated 4 years ago
Version 1.42
Updated 5 years ago